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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 %
CTA
726
Colonial Trust Advisors
South Carolina
$3.91M -$6.72M -26,697 -63%
RWA
727
Ropes Wealth Advisors
Massachusetts
$3.87M -$35.7K -142 -0.9%
CC
728
Chicago Capital
Illinois
$3.86M +$13.8K +55 +0.4%
CLOS
729
Compagnie Lombard Odier SCmA
Switzerland
$3.82M +$881K +3,500 +30%
VLC
730
Van Leeuwen & Company
New Jersey
$3.8M -$783K -3,112 -17%
IP
731
Investment Partners
Ohio
$3.8M -$195K -776 -5%
SGK
732
Steigerwald Gordon & Koch
Virginia
$3.8M +$79.8K +317 +2%
VHAM
733
Van Hulzen Asset Management
California
$3.8M -$1.13M -4,507 -23%
BFG
734
Beacon Financial Group
Texas
$3.8M +$1.36M +5,469 +56%
SFP
735
Shepherd Financial Partners
Massachusetts
$3.78M +$2.81M +11,121 +290%
MI
736
Moneywise Inc
Virginia
$3.75M -$37.7K -150 -1%
BBA
737
Braun-Bostich & Associates
Pennsylvania
$3.73M +$20.9K +83 +0.6%
KCP
738
KDI Capital Partners
North Carolina
$3.71M +$679K +2,698 +22%
PAG
739
Private Advisory Group
Washington
$3.7M +$331K +1,314 +10%
BFM
740
Boston Financial Management
Massachusetts
$3.7M -$563K -2,238 -13%
VWM
741
Venturi Wealth Management
Texas
$3.7M +$846K +3,447 +30%
GLA
742
Great Lakes Advisors
Illinois
$3.69M +$274K +1,089 +8%
GBT
743
Grove Bank & Trust
Florida
$3.68M +$542K +2,155 +17%
SB
744
Simmons Bank
Arkansas
$3.65M -$6.29K -25 -0.2%
NEAM
745
New England Asset Management
Connecticut
$3.65M – – –
PAM
746
PVG Asset Management
Colorado
$3.63M -$4.51M -17,912 -55%
WP
747
WMS Partners
Maryland
$3.63M -$810K -3,217 -18%
WCM
748
Wealthcare Capital Management
Virginia
$3.61M +$61.9K +246 +2%
NPP
749
New Potomac Partners
Maryland
$3.61M +$78.8K +313 +2%
TFCP
750
Twin Focus Capital Partners
Massachusetts
$3.6M -$127K -503 -3%
28 29
30
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