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iShares Core S&P 500 ETF
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Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
651
Arrowstreet Capital
Massachusetts
$3.19M -$9.91M -36,300 -76%
QCG
652
Quadrant Capital Group
Ohio
$3.19M -$331K -1,215 -9%
WP
653
WealthSource Partners
California
$3.17M +$637K +2,331 +25%
BAMG
654
Brand Asset Management Group
Missouri
$3.17M +$3.17M +11,613 New
AWM
655
Avior Wealth Management
Nebraska
$3.16M +$115K +420 +4%
DY
656
Dowling & Yahnke
California
$3.16M +$96.1K +352 +3%
PP
657
PDS Planning
Ohio
$3.15M +$110K +402 +4%
MWM
658
Mission Wealth Management
California
$3.12M +$2.53M +9,274 +434%
IWMA
659
Ironwood Wealth Management (Arizona)
Arizona
$3.12M +$3.12M +11,412 New
CA
660
Cynosure Advisors
Utah
$3.08M – – –
CI
661
Cavalier Investments
Georgia
$3.07M -$270K -988 -8%
Jones Financial Companies
662
Jones Financial Companies
Missouri
$3.05M +$214K +784 +8%
MA
663
Mutual Advisors
Nebraska
$3.04M +$196K +719 +7%
EIG
664
Ellenbecker Investment Group
Wisconsin
$3.02M +$2.54M +9,284 +520%
ACM
665
Armbruster Capital Management
New York
$3.02M -$57.3K -210 -2%
SMFS
666
Squar Milner Financial Services
California
$2.99M +$117K +428 +4%
WPSG
667
Wealth & Pension Services Group
Georgia
$2.98M +$2.98M +10,926 New
Zurich Cantonal Bank
668
Zurich Cantonal Bank
Switzerland
$2.98M – – –
SSP
669
Sapphire Star Partners
Washington
$2.96M +$67.7K +248 +2%
CA
670
Commerzbank Aktiengesellschaft
Germany
$2.95M -$541K -1,980 -15%
FPGK
671
Financial Partners Group (Kansas)
Kansas
$2.92M +$105K +384 +4%
SCI
672
Stableford Capital II
Arizona
$2.9M -$63.3K -232 -2%
SWM
673
Sequoia Wealth Management
Illinois
$2.88M +$39.9K +142 +1%
PIM
674
Provident Investment Management
Michigan
$2.88M -$392K -1,436 -12%
NCM
675
Novare Capital Management
North Carolina
$2.87M +$505K +1,850 +21%
25 26
27
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