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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 %
GWMIA
751
Global Wealth Management Investment Advisory
Florida
$3.6M +$3.6M +14,288 New
MBT
752
Montecito Bank & Trust
California
$3.57M +$1.12M +4,458 +46%
CA
753
Cumberland Advisors
Florida
$3.57M +$3.57M +14,170 New
MWC
754
MBM Wealth Consultants
Missouri
$3.56M +$3.56M +14,152 New
CFG
755
Cooper Financial Group
California
$3.54M +$3.54M +14,058 New
SP
756
SWS Partners
Ohio
$3.52M +$583K +2,318 +20%
SFM
757
Signet Financial Management
New Jersey
$3.47M -$55.3K -220 -2%
SS
758
Sunbelt Securities
Texas
$3.46M -$41.8K -166 -1%
TVAMP
759
Tennessee Valley Asset Management Partners
Tennessee
$3.46M +$3.46M +13,742 New
BFG
760
Barber Financial Group
Kansas
$3.46M +$103K +410 +3%
WPSG
761
Wealth & Pension Services Group
Georgia
$3.44M +$138K +549 +4%
CIC
762
Carnegie Investment Counsel
Ohio
$3.42M -$220K -873 -6%
RMAM
763
Raab & Moskowitz Asset Management
New Jersey
$3.4M +$159K +631 +5%
NAM
764
NorthCoast Asset Management
Connecticut
$3.38M -$49.2M -195,707 -94%
TC
765
Trust Company
Kansas
$3.38M -$157K -625 -4%
CBFP
766
Cedar Brook Financial Partners
Ohio
$3.37M +$3.37M +13,382 New
JHCP
767
Jackson Hole Capital Partners
Oklahoma
$3.35M +$3.35M +13,312 New
HR
768
Howe & Rusling
New York
$3.34M +$3.23M +12,826 +2,962%
BA
769
Bristlecone Advisors
Washington
$3.32M -$230K -913 -6%
FFS
770
Founders Financial Securities
Maryland
$3.32M +$73.2K +291 +2%
AWM
771
Avior Wealth Management
Nebraska
$3.27M +$141K +560 +5%
CCM
772
Canal Capital Management
Virginia
$3.25M +$170K +676 +6%
HI
773
Horizon Investments
North Carolina
$3.24M -$2.26K -9 -0.1%
HCM
774
HMS Capital Management
Tennessee
$3.24M +$101K +400 +3%
CPIG
775
Chicago Partners Investment Group
Illinois
$3.23M +$505K +1,939 +19%
29 30
31
32 33