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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 %
VC
651
Vestor Capital
Illinois
$5.43M -$404K -1,607 -7%
ACM
652
Aviance Capital Management
Florida
$5.41M -$5.28M -21,000 -49%
PW
653
Price Wealth
Texas
$5.37M -$1.9M -7,547 -26%
BL
654
BFSG LLC
California
$5.35M +$419K +1,664 +8%
ECG
655
Edge Capital Group
Georgia
$5.34M +$5.34M +21,233 New
T. Rowe Price Associates
656
T. Rowe Price Associates
Maryland
$5.32M +$1.83M +7,273 +52%
VWA
657
VERITY Wealth Advisors
United States
$5.29M +$5.29M +21,007 New
PO
658
Private Ocean
California
$5.26M +$4.6M +18,298 +702%
SHCM
659
Stokes & Hubbell Capital Management
Louisiana
$5.25M +$42.8K +170 +0.8%
I
660
INVST
Indiana
$5.25M +$155K +618 +3%
RCM
661
Riverhead Capital Management
Delaware
$5.24M +$800K +3,181 +18%
WJA
662
Williams Jones & Associates
New York
$5.2M -$22.6K -90 -0.4%
PCG
663
Private Capital Group
Connecticut
$5.19M -$319K -1,268 -6%
Legal & General Group
664
Legal & General Group
United Kingdom
$5.18M -$2.13M -8,460 -29%
BWA
665
BlueSky Wealth Advisors
North Carolina
$5.18M -$188K -710 -4%
PAG
666
Pinnacle Advisory Group
Maryland
$5.17M -$13.7M -54,361 -73%
TC
667
Telemus Capital
Michigan
$5.14M +$4.9M +19,485 +2,082%
GG
668
Gofen & Glossberg
Illinois
$5.12M +$52.3K +208 +1%
BC
669
Burleson & Co
California
$5.08M -$2.81M -10,059 -36%
KA
670
Kovack Advisors
Florida
$5.05M +$279K +1,107 +6%
Treasurer of the State of North Carolina
671
Treasurer of the State of North Carolina
North Carolina
$4.98M +$639K +2,538 +15%
BCA
672
Bay Colony Advisors
Massachusetts
$4.97M +$693K +2,755 +16%
TI
673
Truepoint Inc
Ohio
$4.95M +$62.9K +250 +1%
HIMCH
674
Hartford Investment Management Co (HIMCO)
Connecticut
$4.95M -$50.3K -200 -1%
PWM
675
Perigon Wealth Management
California
$4.95M +$3.92M +14,641 +380%
25 26
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