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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 %
SGCA
726
Steel Grove Capital Advisors
Tennessee
$2.85M +$185K +628 +7%
KC
727
Kingfisher Capital
North Carolina
$2.84M -$121K -415 -4%
MBT
728
Montecito Bank & Trust
California
$2.84M +$104K +356 +4%
WPC
729
Waters Parkerson & Co
Louisiana
$2.83M -$13.5K -46 -0.5%
NSIM
730
North Star Investment Management
Illinois
$2.8M -$64.7K -221 -2%
CT
731
CPF Texas
Texas
$2.8M +$1.74M +5,933 +164%
PWAP
732
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.8M +$661K +2,257 +31%
CPIG
733
Chicago Partners Investment Group
Illinois
$2.77M +$307K +1,156 +12%
PCP
734
Proficio Capital Partners
Massachusetts
$2.75M +$2.69M +9,193 +4,690%
ECM
735
Exchange Capital Management
Michigan
$2.73M +$86.6K +296 +3%
OFG
736
OmniStar Financial Group
North Carolina
$2.72M -$170K -581 -6%
Jane Street
737
Jane Street
New York
$2.72M +$2.09M +7,134 +330%
WCWM
738
Wooster Corthell Wealth Management
Connecticut
$2.72M – – –
LFA
739
Legacy Financial Advisors
Kentucky
$2.71M +$330K +1,129 +14%
PIA
740
Piedmont Investment Advisors
North Carolina
$2.71M +$1.11M +3,807 +70%
FG
741
Fiduciary Group
Georgia
$2.71M -$34K -116 -1%
EP
742
Edgestream Partners
New Jersey
$2.71M +$2.71M +9,255 New
PIM
743
Provident Investment Management
Michigan
$2.7M -$388K -1,327 -13%
CIR
744
Clear Investment Research
Georgia
$2.67M -$13.5M -46,202 -84%
HPWM
745
Highland Private Wealth Management
Washington
$2.67M -$170K -580 -6%
BFG
746
Beacon Financial Group
Texas
$2.66M – – –
CDIA
747
Capital Directions Investment Advisors
Georgia
$2.65M +$77.9K +266 +3%
BO
748
BRR OpCo
Ohio
$2.65M -$62.1K -212 -2%
AAM
749
Autus Asset Management
Arizona
$2.65M -$22.2K -76 -0.8%
FIMS
750
FBL Investment Management Services
Iowa
$2.64M +$2.64M +9,665 New
28 29
30
31 32