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iShares Core S&P 500 ETF
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Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWMU
826
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.52M – – –
SBWM
827
Sunflower Bank Wealth Management
Arizona
$1.52M – – –
VCM
828
Violich Capital Management
California
$1.51M – – –
WCWM
829
Willow Creek Wealth Management
California
$1.51M -$72.1K -264 -5%
OC
830
Oakworth Capital
Alabama
$1.51M +$40.9K +150 +3%
BNP Paribas Financial Markets
831
BNP Paribas Financial Markets
France
$1.5M -$151M -551,864 -99%
CPA
832
Capital Planning Advisors
California
$1.5M -$628K -2,299 -30%
OAM
833
Oppenheimer Asset Management
New York
$1.5M -$259K -948 -15%
BA
834
Boston Advisors
Massachusetts
$1.49M +$357K +1,309 +31%
IAM
835
Impax Asset Management
New Hampshire
$1.49M -$44.2K -162 -3%
PIA
836
Piedmont Investment Advisors
North Carolina
$1.49M +$1.49M +5,457 New
CL
837
CIM LLC
New York
$1.49M +$46.2K +169 +3%
CAM
838
Congress Asset Management
Massachusetts
$1.48M +$70.7K +259 +5%
DBRC
839
D.B. Root & Company
Pennsylvania
$1.48M -$34.4K -126 -2%
FTC
840
Farmers Trust Company
Ohio
$1.47M – – –
DPI
841
Diversified Portfolios Inc
Michigan
$1.46M +$50.8K +186 +4%
NWP
842
Northstar Wealth Partners
Connecticut
$1.46M +$252K +922 +21%
ACI
843
Alpha Cubed Investments
California
$1.44M +$3.55K +13 +0.2%
Invesco
844
Invesco
Georgia
$1.43M +$870K +3,187 +155%
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M +$318K +1,165 +29%
MCM
846
McRae Capital Management
New Jersey
$1.42M +$5.46K +20 +0.4%
WCF
847
West Coast Financial
California
$1.42M -$73.5K -269 -5%
ABC
848
Associated Banc-Corp
Wisconsin
$1.42M +$112K +409 +9%
SWM
849
SVA Wealth Management
Wisconsin
$1.4M +$132K +485 +10%
EK
850
Evensky & Katz
Florida
$1.4M +$181K +662 +15%
32 33
34
35 36