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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 %
CL
801
Cabana LLC
Arkansas
$2.09M +$235K +804 +13%
GC
802
Gratus Capital
Georgia
$2.08M -$205K -700 -9%
QA
803
Quantitative Advantage
Minnesota
$2.08M -$225K -767 -10%
VIM
804
Vista Investment Management
Pennsylvania
$2.08M -$7.9K -27 -0.4%
OC
805
Oakworth Capital
Alabama
$2.07M +$450K +1,537 +28%
WA
806
Waverly Advisors
Alabama
$2.06M -$20.2K -69 -1%
CWM
807
Concentric Wealth Management
California
$2.06M +$3.51K +12 +0.2%
BFC
808
Bedel Financial Consulting
Indiana
$2.06M -$10.5K -37 -0.5%
EWA
809
EP Wealth Advisors
California
$2.06M +$340K +1,163 +20%
SCG
810
Sonata Capital Group
Washington
$2.05M – – –
MWM
811
Mascoma Wealth Management
New Hampshire
$2.03M +$43.9K +150 +2%
Lido Advisors
812
Lido Advisors
California
$2.02M +$115K +391 +6%
PFM
813
Parsec Financial Management
North Carolina
$2.01M -$93.1K -318 -4%
AP
814
Appleton Partners
Massachusetts
$2M +$213K +728 +12%
BRWA
815
B. Riley Wealth Advisors
Florida
$2M +$521K +1,778 +35%
PWMAG
816
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M +$460K +1,573 +30%
MIM
817
Macroview Investment Management
Maryland
$1.98M -$70.3K -240 -3%
DP
818
Denver PWM
Colorado
$1.97M +$1.97M +7,144 New
BTNA
819
Bremer Trust National Association
Minnesota
$1.96M +$1.16M +3,976 +146%
KF
820
Krilogy Financial
Missouri
$1.96M +$125K +428 +7%
JSL
821
JT Stratford LLC
Georgia
$1.95M +$1.95M +6,673 New
CGA
822
Crescent Grove Advisors
Illinois
$1.92M +$253K +860 +15%
BNP Paribas Financial Markets
823
BNP Paribas Financial Markets
France
$1.92M +$306K +1,046 +19%
Betterment LLC
824
Betterment LLC
New York
$1.91M -$242K -826 -11%
PFS
825
Prospera Financial Services
Texas
$1.91M -$826K -2,923 -30%
31 32
33
34 35