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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
726
Accuvest Global Advisors
Utah
$2.26M -$955K -3,599 -30%
RVPG
727
Relative Value Partners Group
$2.26M +$2.26M +8,510 New
AIA
728
Arcadia Investment Advisors
Idaho
$2.24M +$269K +1,015 +14%
CCM
729
Cohen Capital Management
California
$2.23M +$6.94K +26 +0.3%
DC
730
Davenport & Co
Virginia
$2.22M -$113K -424 -5%
FWP
731
FAS Wealth Partners
Kansas
$2.19M -$9.02K -34 -0.4%
LFA
732
Legacy Financial Advisors
Kentucky
$2.19M -$479K -1,795 -18%
DP
733
Denver PWM
Colorado
$2.18M -$126K -458 -5%
Cetera Investment Advisers
734
Cetera Investment Advisers
Illinois
$2.17M +$300K +1,129 +16%
WS
735
Wedbush Securities
California
$2.16M +$47K +177 +2%
GC
736
Gratus Capital
Georgia
$2.15M -$504K -1,898 -19%
HT
737
Heritage Trust
Oklahoma
$2.15M +$329K +1,241 +18%
TCOV
738
Trust Company of Vermont
Vermont
$2.14M +$14.6K +55 +0.7%
RT
739
Rockland Trust
Massachusetts
$2.14M +$200K +752 +10%
SFSIG
740
San Francisco Sentry Investment Group
California
$2.13M +$169K +636 +9%
RG
741
Rikoon Group
New Mexico
$2.1M +$4.41K +17 +0.2%
SQA
742
Simon Quick Advisors
New Jersey
$2.08M +$70.8K +267 +4%
CWM
743
Concentric Wealth Management
California
$2.08M +$204K +770 +11%
RWA
744
River Wealth Advisors
Pennsylvania
$2.07M +$5.57K +21 +0.3%
AF
745
Affiance Financial
Minnesota
$2.07M -$384K -1,448 -16%
CPA
746
Capital Planning Advisors
California
$2.06M -$72.2K -272 -3%
IWA
747
Inspirion Wealth Advisors
Illinois
$2.06M -$2.32M -8,723 -53%
AA
748
Advisory Alpha
Michigan
$2.05M -$2.54M -9,527 -55%
JIC
749
Joel Isaacson & Co
New York
$2.05M +$2.39K +9 +0.1%
GP
750
Geneva Partners
Wisconsin
$2.05M +$73.2K +276 +4%
28 29
30
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