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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
$3.5B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$626M
3
Bank of America
Bank of America
North Carolina
$10.4B
4
MCM
Moore Capital Management
New York
$365M
5
BA
Bridgewater Associates
Connecticut
$555M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$34.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
4
Wells Fargo
Wells Fargo
California
$6.25B
5
CIA
Choate Investment Advisors
Massachusetts
$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$330M -$38.5M -152,943 -10%
SMFG
52
Sumitomo Mitsui Financial Group
Japan
$329M +$304M +1,210,600 +1,243%
V
53
Veritable
Delaware
$322M +$11.2M +44,339 +4%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$319M +$31.9M +126,714 +11%
Bessemer Group
55
Bessemer Group
New Jersey
$310M -$215M -853,480 -41%
JIC
56
Johnson Investment Counsel
Ohio
$309M +$20.2M +80,226 +7%
NLI
57
Nippon Life Insurance
Japan
$293M – – –
EMPI
58
Elo Mutual Pension Insurance
Finland
$289M +$8.81M +35,000 +3%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$281M +$46.9M +186,534 +20%
SMM
60
Stadion Money Management
Georgia
$269M -$8.17M -32,460 -3%
GIA
61
Gateway Investment Advisers
Ohio
$268M +$62.8M +249,637 +31%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$267M +$61.9M +245,876 +30%
FHB
63
First Hawaiian Bank
Hawaii
$263M +$8.15M +32,377 +3%
RJA
64
Raymond James & Associates
Florida
$261M +$24.2M +96,091 +10%
FT
65
Fiduciary Trust
Massachusetts
$260M +$6.49M +25,800 +3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$255M +$53.9M +214,178 +27%
Brown Advisory
67
Brown Advisory
Maryland
$251M +$40.7M +161,672 +19%
SR
68
Swiss Re
Switzerland
$249M – – –
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$238M +$4.29M +17,036 +2%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235M -$820K -3,261 -0.3%
NA
71
NextCapital Advisers
Illinois
$229M +$89.9M +360,587 +65%
M&T Bank
72
M&T Bank
New York
$226M +$25.1M +99,818 +12%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$226M +$102M +406,173 +83%
CFG
74
CKW Financial Group
Hawaii
$220M -$4.35M -17,307 -2%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$216M +$13.1M +52,241 +6%
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