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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 %
PCA
801
Personal Capital Advisors
California
$2.98M +$2.08M +8,255 +231%
DY
802
Dowling & Yahnke
California
$2.97M -$100K -360 -3%
AIP
803
Ahrens Investment Partners
Louisiana
$2.96M -$260K -1,034 -8%
FC
804
Ferris Capital
Massachusetts
$2.94M +$2.54M +10,092 +628%
CG
805
Caprock Group
Idaho
$2.94M – – –
FPCG
806
Fort Pitt Capital Group
Pennsylvania
$2.93M +$1.8M +7,172 +160%
CAG
807
Csenge Advisory Group
Florida
$2.93M +$622K +2,472 +27%
WS
808
Wedbush Securities
California
$2.92M +$177K +703 +6%
NCM
809
Novare Capital Management
North Carolina
$2.92M +$258K +1,025 +10%
W
810
Wealthquest
Ohio
$2.92M +$2.92M +11,586 New
APG
811
Abacus Planning Group
South Carolina
$2.91M +$2.62M +10,417 +910%
CPP
812
Crow Point Partners
Massachusetts
$2.87M -$1.13M -4,546 -28%
GP
813
Geneva Partners
Wisconsin
$2.84M +$795K +3,161 +39%
CG
814
Cynosure Group
Utah
$2.83M +$2.83M +11,245 New
HB
815
Homrich & Berg
Georgia
$2.82M -$1.52M -6,060 -35%
BCM
816
Buckhead Capital Management
Georgia
$2.81M +$2.81M +11,148 New
CA
817
Commerzbank Aktiengesellschaft
Germany
$2.8M -$489K -1,945 -15%
RBC
818
Roble Belko & Company
Pennsylvania
$2.79M +$2.69M +10,709 +2,767%
AWS
819
AJ Wealth Strategies
New York
$2.79M +$2.59M +10,274 +1,276%
OIA
820
OneDigital Investment Advisors
Kansas
$2.78M +$57.4K +228 +2%
CG
821
Corundum Group
Colorado
$2.78M +$2.78M +11,030 New
ACG
822
Allen Capital Group
Nebraska
$2.77M +$1.92M +7,145 +225%
UTC
823
Unified Trust Company
Kentucky
$2.77M +$2.77M +10,991 New
Zurich Cantonal Bank
824
Zurich Cantonal Bank
Switzerland
$2.75M – – –
CWM
825
Cabot Wealth Management
Massachusetts
$2.75M +$1.9M +7,558 +225%
31 32
33
34 35