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iShares Core S&P 500 ETF
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Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
501
Orgel Wealth Management
Wisconsin
$10.3M +$5.22M +20,757 +103%
AAS
502
Annex Advisory Services
Wisconsin
$10.3M -$168K -669 -2%
SWMG
503
Sanchez Wealth Management Group
Florida
$10.3M +$10.3M +40,778 New
CFA
504
Carroll Financial Associates
North Carolina
$10.3M +$1.42M +5,559 +16%
RA
505
RFG Advisory
Alabama
$10.2M +$2.3M +9,156 +29%
MMA
506
Miracle Mile Advisors
California
$10.2M +$330K +1,310 +3%
CHA
507
Cooper/Haims Advisors
New York
$10M +$323K +1,282 +3%
BFA
508
Beaumont Financial Advisors
Massachusetts
$9.92M +$171K +678 +2%
MA
509
MCF Advisors
Kentucky
$9.89M +$516K +2,050 +6%
WWM
510
Willingdon Wealth Management
North Carolina
$9.88M +$382K +1,520 +4%
CW
511
Cobiz Wealth
Colorado
$9.86M +$4M +15,913 +68%
KCM
512
Kanawha Capital Management
Virginia
$9.86M +$674K +2,678 +7%
Calamos Advisors
513
Calamos Advisors
Illinois
$9.85M +$1.7M +6,759 +21%
WAAG
514
Wealth Alliance Advisory Group
Kansas
$9.84M +$1.58M +6,264 +19%
WA
515
Waverly Advisors
Alabama
$9.84M +$8.06M +32,050 +455%
PIA
516
Peachtree Investment Advisors
Georgia
$9.83M +$2.29M +9,101 +30%
5L
517
55I LLC
Massachusetts
$9.79M +$9.79M +38,927 New
FMBTD
518
First Midwest Bank Trust Division
Illinois
$9.76M +$1.73M +6,895 +22%
MWP
519
Moller Wealth Partners
$9.73M -$22.5M -86,765 -70%
LA
520
Lynch & Associates
Indiana
$9.7M +$73.7K +293 +0.8%
SBL
521
Sargent Bickham Lagudis
Colorado
$9.7M -$3.44M -13,681 -26%
GIA
522
Gladstone Institutional Advisory
Florida
$9.69M +$9.69M +38,519 New
PVH
523
Psagot Value Holdings
Israel
$9.61M +$2.14M +8,502 +29%
LA
524
LVW Advisors
New York
$9.58M -$2.56M -10,170 -21%
AIM
525
Acropolis Investment Management
Missouri
$9.46M -$208K -835 -2%
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