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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
851
Claraphi Advisory Network
United States
$1.28M +$183K +691 +17%
ABC
852
Associated Banc-Corp
Wisconsin
$1.27M +$208K +785 +20%
LCM
853
Liberty Capital Management
Michigan
$1.25M +$1.06M +4,000 +551%
HL
854
HeadInvest LLC
Maine
$1.25M -$14.6K -55 -1%
EWA
855
Exencial Wealth Advisors
Oklahoma
$1.25M +$5.57K +21 +0.4%
CCM
856
Colorado Capital Management
Colorado
$1.25M -$24.9K -94 -2%
MFW
857
Mosaic Family Wealth
Missouri
$1.25M +$312K +1,175 +33%
DAS
858
Dynamic Advisor Solutions
Arizona
$1.24M -$4.65M -17,525 -79%
SNT
859
Security National Trust
West Virginia
$1.24M -$13.3K -50 -1%
B
860
Bridgeworth
Alabama
$1.23M +$63.4K +244 +5%
CGA
861
Crescent Grove Advisors
Illinois
$1.23M +$107K +403 +9%
FB
862
Fulton Bank
Pennsylvania
$1.22M +$186K +700 +18%
AMM
863
American Money Management
California
$1.22M +$43.2K +163 +4%
VWA
864
V Wealth Advisors
Kansas
$1.21M -$10.1K -39 -0.8%
AP
865
Appleton Partners
Massachusetts
$1.21M -$35.3K -133 -3%
WPC
866
White Pine Capital
Minnesota
$1.21M +$117K +440 +11%
CCM
867
Coe Capital Management
Illinois
$1.2M -$26.8K -101 -2%
SWK
868
Stephen W. Kidder
$1.19M – – –
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$1.19M -$765K -2,880 -39%
HAM
870
Highstreet Asset Management
Ontario, Canada
$1.19M -$430K -1,621 -27%
DIA
871
Denver Investment Advisors
Colorado
$1.19M +$5.57K +21 +0.5%
EK
872
Evensky & Katz
Florida
$1.19M -$6.1K -23 -0.5%
TRCT
873
Tower Research Capital (TRC)
New York
$1.19M +$1.19M +4,475 New
MPI
874
Mairs & Power Inc
Minnesota
$1.19M – – –
SWM
875
SVA Wealth Management
Wisconsin
$1.18M -$90K -356 -7%
33 34
35
36 37