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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 %
CA
701
Continuum Advisory
Idaho
$4.48M +$601K +2,387 +15%
FHC
702
First Heartland Consultants
Missouri
$4.48M +$1.87M +7,448 +72%
BRWM
703
B. Riley Wealth Management
Tennessee
$4.48M +$4.48M +17,808 New
C
704
Clearshares
New York
$4.48M – – –
BCA
705
Biltmore Capital Advisors
New Jersey
$4.48M +$4.48M +17,624 New
WB
706
WesBanco Bank
West Virginia
$4.47M +$78.8K +313 +2%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$4.42M +$213K +847 +5%
Cetera Investment Advisers
708
Cetera Investment Advisers
Illinois
$4.33M +$443K +1,758 +11%
PAM
709
Peak Asset Management
Colorado
$4.29M -$242K -963 -5%
CCA
710
Cobblestone Capital Advisors
New York
$4.29M -$42.3K -168 -1%
LA
711
Legacy Advisors
Pennsylvania
$4.24M – – –
IWC
712
Integrated Wealth Concepts
Massachusetts
$4.21M +$464K +1,843 +12%
NVCHI
713
New Vernon Capital Holdings II
New Jersey
$4.2M +$2.01M +7,989 +92%
FFBTD
714
First Financial Bank - Trust Division
Ohio
$4.11M +$1.23M +4,897 +43%
GRP
715
Global Retirement Partners
California
$4.11M +$149K +591 +4%
MWC
716
MKD Wealth Coaches
Michigan
$4.1M +$4.1M +16,307 New
RIM
717
Redwood Investment Management
Arizona
$4.09M -$975K -3,872 -19%
MCM
718
Maryland Capital Management
Maryland
$4.08M -$428K -1,702 -10%
BWM
719
BerganKDV Wealth Management
Minnesota
$4.06M +$257K +1,021 +7%
MFP
720
Meridian Financial Partners
Virginia
$4.04M +$4.04M +16,061 New
CCM
721
Condor Capital Management
New Jersey
$4.03M -$127K -503 -3%
JA
722
JVL Associates
Michigan
$4.02M +$1.46M +5,803 +57%
BA
723
Ballew Advisors
Mississippi
$3.97M +$646K +2,375 +19%
FNBOSM
724
First National Bank of South Miami
Florida
$3.94M +$3.94M +14,515 New
NNP
725
Nachman Norwood & Parrott
South Carolina
$3.93M +$3.93M +15,607 New
27 28
29
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