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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 %
IMC Chicago
826
IMC Chicago
Illinois
$2.73M +$2.73M +10,868 New
BCWM
827
Bartlett & Co Wealth Management
Ohio
$2.69M +$35.3K +140 +1%
BC
828
Bartlett & Co
Ohio
$2.68M +$35.2K +140 +1%
MSAM
829
Moloney Securities Asset Management
Missouri
$2.65M +$482K +1,914 +22%
FFW
830
Fusion Family Wealth
New York
$2.65M +$2.28M +9,043 +609%
BA
831
Boston Advisors
Massachusetts
$2.64M +$1.17M +4,634 +79%
FWM
832
Foresight Wealth Management
Utah
$2.63M +$2.63M +10,458 New
Retirement Systems of Alabama
833
Retirement Systems of Alabama
Alabama
$2.6M – – –
BBPWM
834
Blue Bell Private Wealth Management
Pennsylvania
$2.6M +$372K +1,477 +17%
Lido Advisors
835
Lido Advisors
California
$2.59M +$858K +3,406 +50%
SMFS
836
Squar Milner Financial Services
California
$2.57M -$357K -1,419 -12%
SI
837
Stephens Inc
Arkansas
$2.56M +$1.71M +6,784 +200%
JGIA
838
Jackson Grant Investment Advisers
Connecticut
$2.56M -$68.9K -274 -3%
TPWA
839
TRUE Private Wealth Advisors
Oregon
$2.53M +$2.4M +9,554 +1,881%
ECM
840
Exchange Capital Management
Michigan
$2.53M +$187K +742 +8%
OFG
841
OmniStar Financial Group
North Carolina
$2.51M +$169K +673 +7%
CIM
842
Confluence Investment Management
Missouri
$2.51M +$2.07M +8,231 +477%
CIR
843
Clear Investment Research
Georgia
$2.5M +$207K +824 +9%
HL
844
HeadInvest LLC
Maine
$2.5M +$1.24M +4,946 +99%
NWM
845
Northwest Wealth Management
Iowa
$2.5M -$121K -482 -5%
ABC
846
Associated Banc-Corp
Wisconsin
$2.49M +$688K +2,736 +38%
JIC
847
Joel Isaacson & Co
New York
$2.47M +$488K +1,873 +25%
STB
848
S&T Bank
Pennsylvania
$2.46M +$1.4M +5,548 +131%
GLLW
849
Graves Light Lenhart Wealth
Virginia
$2.46M +$2.46M +9,757 New
KC
850
Kingfisher Capital
North Carolina
$2.43M -$15.9K -63 -0.6%
32 33
34
35 36