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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 %
OAM
826
Oppenheimer Asset Management
New York
$1.9M +$302K +1,030 +19%
UR
827
USCA RIA
Texas
$1.9M +$147K +501 +8%
BMM
828
Buffington Mohr McNeal
Idaho
$1.9M +$50.6K +173 +3%
BDS
829
Banco de Sabadell
Florida
$1.89M -$109K -373 -5%
SBWM
830
Sunflower Bank Wealth Management
Arizona
$1.85M +$220K +750 +14%
RPGK
831
Retirement Planning Group (Kansas)
Kansas
$1.84M -$74.6K -255 -4%
Connor, Clark & Lunn Investment Management (CC&L)
832
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.83M – – –
SG
833
StoneX Group
New York
$1.83M -$71.4K -244 -4%
OCG
834
Opus Capital Group
Ohio
$1.82M +$1.17K +4 +0.1%
RC
835
RegentAtlantic Capital
New Jersey
$1.81M +$19.6K +67 +1%
WI
836
Wedgewood Investors
Pennsylvania
$1.79M -$17.6K -60 -1%
Walleye Trading
837
Walleye Trading
New York
$1.79M +$878K +3,000 +97%
CPIA
838
Cornell Pochily Investment Advisors
New York
$1.78M +$15.2K +52 +0.9%
NIC
839
Northwest Investment Counselors
Oregon
$1.78M -$5.86K -20 -0.3%
RG
840
Rathbones Group
United Kingdom
$1.78M +$644K +2,200 +57%
AEPG
841
American Economic Planning Group
New Jersey
$1.77M +$878 +3 +0%
AIM
842
Aspen Investment Management
Michigan
$1.76M – – –
TIM
843
Total Investment Management
Arizona
$1.76M +$6.44K +22 +0.4%
SCA
844
Sage Capital Advisors
South Dakota
$1.76M +$37.2K +127 +2%
BAM
845
Belpointe Asset Management
Nevada
$1.76M +$931K +3,180 +113%
ADL
846
Asset Dedication LLC
California
$1.75M -$92K -314 -5%
MC
847
Miles Capital
Iowa
$1.75M – – –
MWM
848
Merriman Wealth Management
Washington
$1.74M -$700K -2,390 -29%
RMC
849
Resources Management Corp
Connecticut
$1.73M +$1.73M +5,914 New
PC
850
Pecaut & Co
Iowa
$1.73M – – –
32 33
34
35 36