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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
651
Global Retirement Partners
California
$3.02M +$106K +400 +4%
BOTW
652
Bank of the West
California
$3.01M -$19.6K -74 -0.6%
CA
653
Cynosure Advisors
Utah
$3M +$2.65K +10 +0.1%
ACM
654
Armbruster Capital Management
New York
$2.99M +$106K +400 +4%
DY
655
Dowling & Yahnke
California
$2.97M -$162K -609 -5%
OIA
656
OneDigital Investment Advisors
Kansas
$2.97M -$43.5K -164 -1%
GW
657
GW & Wade
Massachusetts
$2.97M -$614K -2,315 -17%
AWM
658
Avior Wealth Management
Nebraska
$2.96M +$133K +501 +5%
PP
659
PDS Planning
Ohio
$2.96M -$39K -147 -1%
FIMS
660
FBL Investment Management Services
Iowa
$2.95M – – –
NPP
661
New Potomac Partners
Maryland
$2.94M -$67.4K -254 -2%
CCMG
662
Clark Capital Management Group
Pennsylvania
$2.94M +$2.15M +8,097 +273%
JGIA
663
Jackson Grant Investment Advisers
Connecticut
$2.93M +$8.76K +33 +0.3%
MWM
664
Merriman Wealth Management
Washington
$2.92M +$1.52M +5,732 +109%
Zurich Cantonal Bank
665
Zurich Cantonal Bank
Switzerland
$2.9M – – –
BBPWM
666
Blue Bell Private Wealth Management
Pennsylvania
$2.89M +$252K +950 +10%
SCI
667
Stableford Capital II
Arizona
$2.88M -$2.02M -7,618 -41%
SSP
668
Sapphire Star Partners
Washington
$2.82M +$957K +3,606 +52%
S
669
SignatureFD
Georgia
$2.8M -$211K -796 -7%
SMFS
670
Squar Milner Financial Services
California
$2.8M +$47.8K +180 +2%
FWM
671
Frontier Wealth Management
Missouri
$2.79M +$302K +1,139 +12%
CCWA
672
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.79M +$2.79M +10,522 New
AF
673
Alerus Financial
North Dakota
$2.79M -$73K -275 -3%
BO
674
BRR OpCo
Ohio
$2.78M +$218K +823 +9%
MSAM
675
Moloney Securities Asset Management
Missouri
$2.77M +$451K +1,698 +19%
25 26
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