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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 %
WPC
851
Waters Parkerson & Co
Louisiana
$2.43M -$2.27K -9 -0.1%
EAM
852
Evanson Asset Management
California
$2.42M -$79K -314 -3%
FPS
853
Fieldpoint Private Securities
Connecticut
$2.42M +$393K +1,560 +19%
SDWMA
854
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.42M -$147K -583 -6%
GKWIM
855
Gerber Kawasaki Wealth & Investment Management
California
$2.42M +$1.77M +7,039 +274%
RVPG
856
Relative Value Partners Group
$2.4M +$549K +2,181 +30%
FCA
857
FinTrust Capital Advisors
South Carolina
$2.4M +$2.4M +9,542 New
CA
858
Calton & Associates
Florida
$2.39M -$822K -3,267 -26%
WCWM
859
Wooster Corthell Wealth Management
Connecticut
$2.33M -$9.06K -36 -0.4%
FG
860
Fiduciary Group
Georgia
$2.32M -$4.03K -16 -0.2%
WMA
861
Wealth Management Associates
New Jersey
$2.32M +$2.32M +9,209 New
AAM
862
Autus Asset Management
Arizona
$2.32M +$40.8K +162 +2%
FWP
863
FAS Wealth Partners
Kansas
$2.3M +$81.3K +323 +4%
FB
864
Fulton Bank
Pennsylvania
$2.29M +$1.07M +4,258 +88%
HPWM
865
Highland Private Wealth Management
Washington
$2.29M – – –
TC
866
TownSquare Capital
Utah
$2.29M +$2.29M +8,313 New
AAM
867
Aureus Asset Management
Massachusetts
$2.27M +$13.6K +54 +0.6%
WP
868
WealthSource Partners
California
$2.27M -$1.02M -4,034 -31%
GEA
869
Glen Eagle Advisors
New Jersey
$2.26M +$202K +804 +10%
DWM
870
Dakota Wealth Management
Florida
$2.26M +$873K +3,397 +63%
LPT
871
Legacy Private Trust
Wisconsin
$2.26M +$141K +561 +7%
BO
872
BRR OpCo
Ohio
$2.25M -$21.1K -84 -0.9%
HT
873
Heritage Trust
Oklahoma
$2.25M +$110K +436 +5%
AF
874
Affiance Financial
Minnesota
$2.25M +$93.9K +373 +4%
IAA
875
Independent Advisor Alliance
North Carolina
$2.24M +$2.24M +8,232 New
33 34
35
36 37