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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 %
MC
801
Miles Capital
Iowa
$1.62M -$581K -2,191 -26%
CT
802
Cambridge Trust
Massachusetts
$1.61M -$257K -970 -14%
CPIA
803
Cornell Pochily Investment Advisors
New York
$1.61M +$73.5K +277 +5%
BAAM
804
Baker Avenue Asset Management
California
$1.6M +$42.5K +160 +3%
UR
805
USCA RIA
Texas
$1.6M -$351K -1,321 -18%
MWM
806
Mascoma Wealth Management
New Hampshire
$1.6M +$11.1K +42 +0.7%
CCT
807
Chemung Canal Trust
New York
$1.59M +$330K +1,245 +26%
BCM
808
Breiter Capital Management
Florida
$1.59M +$531 +2 +0%
W
809
Wealthfront
California
$1.59M -$214K -805 -12%
AFP
810
Ausdal Financial Partners
Iowa
$1.58M -$61K -230 -4%
IIC
811
Ironwood Investment Counsel
Arizona
$1.57M -$129K -485 -8%
F
812
F3Logic
Minnesota
$1.57M +$1.57M +5,924 New
PGFC
813
Peapack-Gladstone Financial Corp
New Jersey
$1.57M – – –
PC
814
Pecaut & Co
Iowa
$1.57M +$26.5K +100 +2%
AIM
815
Aspen Investment Management
Michigan
$1.56M – – –
GP
816
Girard Partners
Pennsylvania
$1.56M -$118K -445 -7%
AFS
817
Access Financial Services
Minnesota
$1.56M +$25.5K +96 +2%
WCWM
818
Willow Creek Wealth Management
California
$1.54M +$1.54M +5,798 New
EWA
819
EP Wealth Advisors
California
$1.54M -$273K -1,030 -15%
FPCP
820
Fort Point Capital Partners
California
$1.52M -$163K -616 -10%
PWAP
821
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M +$820K +3,088 +118%
GA
822
Geller Advisors
New York
$1.5M +$7.96K +30 +0.5%
IAM
823
Impax Asset Management
New Hampshire
$1.49M +$1.2M +4,542 +420%
RC
824
RegentAtlantic Capital
New Jersey
$1.48M -$2.39K -9 -0.2%
RCWMU
825
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.48M – – –
31 32
33
34 35