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iShares Core S&P 500 ETF
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Overview Fund Activity

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$1.39B
2
BlackRock
BlackRock
New York
+$368M
3
Ameriprise
Ameriprise
Minnesota
+$335M
4
PPFA
Provida Pension Fund Administrator
Chile
+$314M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$292M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$723M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$545M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$406M
4
MCM
Moore Capital Management
New York
-$365M
5
PPA
Parametric Portfolio Associates
Washington
-$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
501
Lutz Financial Services
Nebraska
$11.2M +$2.21M +7,756 +24%
LA
502
Legacy Advisors
Pennsylvania
$11.2M +$6.39M +22,471 +134%
LPT
503
Legacy Private Trust
Wisconsin
$11.2M +$8.61M +30,272 +338%
PVH
504
Psagot Value Holdings
Israel
$11.2M +$296K +1,039 +3%
LA
505
Lynch & Associates
Indiana
$11.1M +$137K +483 +1%
GIA
506
Gladstone Institutional Advisory
Florida
$11.1M +$96.2K +338 +0.9%
WA
507
Waverly Advisors
Alabama
$11M -$79.1K -278 -0.7%
SC
508
Scotia Capital
Ontario, Canada
$11M -$1.62M -5,678 -13%
BWM
509
BT Wealth Management
Georgia
$11M -$11M -38,593 -50%
CAG
510
Crestwood Advisors Group
Massachusetts
$10.7M -$2.75M -9,657 -20%
FFA
511
First Foundation Advisors
California
$10.7M -$18.4M -64,656 -63%
AIM
512
Acropolis Investment Management
Missouri
$10.6M -$179K -629 -2%
BUB
513
BBVA USA Bancshares
Texas
$10.6M +$80.2K +282 +0.8%
CHA
514
Cooper/Haims Advisors
New York
$10.6M -$772K -2,714 -7%
Barclays
515
Barclays
United Kingdom
$10.6M -$1.22M -4,300 -10%
WCF
516
West Coast Financial
California
$10.5M -$2.46M -8,642 -19%
AB
517
Amalgamated Bank
New York
$10.5M +$1.49M +5,245 +17%
SBSB
518
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.4M +$190K +669 +2%
LA
519
LVW Advisors
New York
$10.4M -$397K -1,395 -4%
AAS
520
Annex Advisory Services
Wisconsin
$10.4M -$1.24M -4,362 -11%
WFPG
521
Waller Financial Planning Group
Ohio
$10.4M +$904K +3,096 +10%
HSA
522
HBK Sorce Advisory
Pennsylvania
$10.3M -$1.47M -5,170 -12%
MWP
523
Moller Wealth Partners
$10.3M -$356K -1,251 -3%
PEA
524
Pacific Edge Advisors
California
$10.3M -$1.58M -5,560 -13%
CI
525
CX Institutional
Indiana
$10.2M +$416K +1,463 +4%
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