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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 %
ST
551
Sageworth Trust
Pennsylvania
$8.24M – – –
WWM
552
Western Wealth Management
Colorado
$8.21M +$8.21M +32,613 New
LDFR
553
Lehman & Derafelo Financial Resources
Pennsylvania
$8.21M +$8.21M +32,608 New
WFPG
554
Waller Financial Planning Group
Ohio
$8.14M +$8.14M +32,344 New
FCFS
555
First Command Financial Services
Texas
$8.08M +$1.15M +4,563 +17%
FCB
556
First Command Bank
Texas
$8.08M +$1.15M +4,563 +17%
DT
557
Diversified Trust
Tennessee
$8.07M +$344K +1,367 +4%
JFG
558
JMG Financial Group
Illinois
$8.06M -$49.1K -195 -0.6%
RJT
559
Raymond James Trust
Florida
$8.06M +$72K +286 +0.9%
PJSIMP
560
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.05M -$182K -725 -2%
CGA
561
Crescent Grove Advisors
Illinois
$8.04M +$6.4M +25,394 +389%
CL
562
Choreo LLC
Illinois
$8.04M -$4.4M -17,481 -35%
CGH
563
Crossmark Global Holdings
Texas
$8M -$1.34M -5,327 -14%
MSA
564
Marino Stram & Associates
Massachusetts
$7.98M +$1.39M +5,529 +21%
LFS
565
Lutz Financial Services
Nebraska
$7.98M +$3.25M +12,901 +69%
AB
566
Amalgamated Bank
New York
$7.93M +$501K +1,990 +7%
Cerity Partners
567
Cerity Partners
New York
$7.91M +$199K +791 +3%
GAM
568
Gould Asset Management
California
$7.91M -$428K -1,700 -5%
SG Americas Securities
569
SG Americas Securities
New York
$7.87M +$4.94M +19,642 +169%
HT
570
Hefren-Tillotson
Pennsylvania
$7.81M +$1.25M +4,959 +19%
CL
571
CPWM LLC
Washington
$7.78M -$287K -1,141 -4%
DWT
572
Dorsey & Whitney Trust
South Dakota
$7.77M +$73K +290 +0.9%
LWAC
573
Laurel Wealth Advisors (California)
California
$7.76M +$4.07M +16,167 +110%
EA
574
Elm Advisors
California
$7.76M +$217K +862 +3%
GFPC
575
Global Financial Private Capital
Florida
$7.65M +$4.24M +16,828 +124%
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