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iShares Core S&P 500 ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
701
Quadrant Capital Group
Ohio
$3.24M -$174K -597 -5%
DY
702
Dowling & Yahnke
California
$3.23M -$153K -521 -5%
Zurich Cantonal Bank
703
Zurich Cantonal Bank
Switzerland
$3.2M – – –
WS
704
Wedbush Securities
California
$3.19M +$491K +1,678 +18%
WCF
705
West Coast Financial
California
$3.18M +$1.66M +5,659 +109%
OIA
706
OneDigital Investment Advisors
Kansas
$3.17M +$119K +408 +4%
KIG
707
Kessler Investment Group
Indiana
$3.11M +$3.11M +10,621 New
BCWM
708
Bartlett & Co Wealth Management
Ohio
$3.1M +$412K +1,400 +15%
NCM
709
Novare Capital Management
North Carolina
$3.09M +$20.5K +70 +0.7%
BC
710
Bartlett & Co
Ohio
$3.08M +$410K +1,400 +15%
SCI
711
Stableford Capital II
Arizona
$3.08M -$27.2K -93 -0.9%
BOTW
712
Bank of the West
California
$3.08M +$641K +2,189 +26%
SWM
713
Sequoia Wealth Management
Illinois
$3.07M +$73.2K +250 +2%
JGIA
714
Jackson Grant Investment Advisers
Connecticut
$3.06M +$11.4K +39 +0.4%
NWM
715
Northwest Wealth Management
Iowa
$3.04M -$27.2K -93 -0.9%
DCM
716
Dearborn Capital Management
Illinois
$3.04M -$446K -1,523 -13%
FHC
717
First Heartland Consultants
Missouri
$3.04M +$279K +953 +10%
Retirement Systems of Alabama
718
Retirement Systems of Alabama
Alabama
$3.03M – – –
FWM
719
Frontier Wealth Management
Missouri
$3.01M -$43.6K -149 -1%
SDWMA
720
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.98M +$66.7K +228 +2%
JA
721
JVL Associates
Michigan
$2.98M – – –
PGIM
722
Pacific Global Investment Management
California
$2.97M +$2.97M +10,141 New
SSP
723
Sapphire Star Partners
Washington
$2.92M -$259K -886 -8%
EAM
724
Evanson Asset Management
California
$2.91M -$80.8K -276 -3%
VAM
725
Visionary Asset Management
Texas
$2.9M +$1.22M +4,146 +72%
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