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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 %
Capital Fund Management (CFM)
676
Capital Fund Management (CFM)
France
$4.94M +$84.3K +335 +2%
ACM
677
Armbruster Capital Management
New York
$4.87M +$1.43M +5,702 +42%
FIM
678
Fernwood Investment Management
Massachusetts
$4.86M -$42K -167 -0.9%
WA
679
WealthTrust-Arizona
Arizona
$4.85M +$40.8K +162 +0.8%
BWP
680
Baldwin Wealth Partners
Massachusetts
$4.84M -$55.1K -219 -1%
TNB
681
Thomasville National Bank
Georgia
$4.84M -$36.3M -144,234 -88%
TCM
682
Telos Capital Management
California
$4.83M +$190K +754 +4%
MC
683
Middleton & Co
Massachusetts
$4.81M +$49.6K +197 +1%
BPA
684
Beacon Pointe Advisors
California
$4.79M +$4.79M +19,011 New
FLPIM
685
F.L. Putnam Investment Management
Massachusetts
$4.77M +$1.29M +5,132 +37%
FMW
686
Farr Miller & Washington
District of Columbia
$4.76M +$4.43M +17,593 +1,329%
RSWM
687
Robertson Stephens Wealth Management
California
$4.75M +$4.75M +18,861 New
Impax Asset Management Group
688
Impax Asset Management Group
United Kingdom
$4.74M +$3.88M +15,416 +453%
BRWA
689
B. Riley Wealth Advisors
Florida
$4.71M +$2.99M +11,879 +174%
HCM
690
Hollencrest Capital Management
California
$4.7M +$131K +522 +3%
BWA
691
BDO Wealth Advisors
Florida
$4.68M +$246K +976 +6%
ACM
692
AlphaStar Capital Management
North Carolina
$4.68M -$148K -588 -3%
SFA
693
Sequoia Financial Advisors
Ohio
$4.65M +$159K +633 +4%
PFG
694
Pacific Financial Group
Washington
$4.65M +$4.65M +18,494 New
GW
695
GW & Wade
Massachusetts
$4.65M +$1.55M +6,159 +50%
FCI
696
Financial Counselors Inc
Kansas
$4.63M -$4.59M -18,257 -50%
BOTW
697
Bank of the West
California
$4.59M +$1.95M +7,744 +74%
JT
698
Jump Trading
Illinois
$4.59M -$3.55M -14,124 -44%
RCYC
699
Richard C. Young & Co
Rhode Island
$4.58M +$4.58M +18,215 New
BRM
700
Boston Research & Management
Massachusetts
$4.58M +$426K +1,695 +10%
26 27
28
29 30