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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 %
Koshinski Asset Management
876
Koshinski Asset Management
Illinois
$1.18M -$319K -1,203 -21%
STB
877
S&T Bank
Pennsylvania
$1.18M -$5.04K -19 -0.4%
NWP
878
Northstar Wealth Partners
Connecticut
$1.18M +$1.18M +4,434 New
VNIM
879
Vaughan Nelson Investment Management
Texas
$1.16M -$106K -400 -8%
PWM
880
Perigon Wealth Management
California
$1.16M +$443K +1,669 +62%
PWG
881
Private Wealth Group
Florida
$1.15M – – –
NIM
882
Nicollet Investment Management
Minnesota
$1.15M +$105K +395 +10%
NFG
883
Nadler Financial Group
Illinois
$1.13M -$79K -298 -7%
SSWM
884
Smith Salley Wealth Management
North Carolina
$1.12M +$61K +230 +6%
NEPWA
885
New England Private Wealth Advisors
Massachusetts
$1.12M +$95.7K +361 +9%
BCM
886
Brookmont Capital Management
Texas
$1.11M +$289K +1,091 +35%
BA
887
Boston Advisors
Massachusetts
$1.1M -$76.7K -289 -6%
NAM
888
NTV Asset Management
West Virginia
$1.1M -$318K -1,198 -22%
AWA
889
Arete Wealth Advisors
Illinois
$1.09M -$254K -958 -19%
WPW
890
Waldron Private Wealth
Pennsylvania
$1.09M – – –
IAA
891
Ironsides Asset Advisors
North Carolina
$1.09M – – –
SAM
892
Summit Asset Management
Tennessee
$1.09M – – –
MFIMFI
893
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.08M +$5.31K +20 +0.5%
PWMAG
894
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$18.3K -69 -2%
WAOTB
895
Wealth Advisors of Tampa Bay
Florida
$1.07M -$121K -454 -10%
FCAG
896
First Capital Advisors Group
New Jersey
$1.06M -$48K -181 -4%
HFM
897
Harvest Fund Management
China
$1.06M +$205K +773 +24%
3AM
898
3D Asset Management
Connecticut
$1.05M -$115K -432 -10%
BPB
899
Badgley, Phelps & Bell
Washington
$1.05M +$25.5K +96 +2%
BCMO
900
Buckingham Capital Management (Ohio)
Ohio
$1.05M -$20.4K -77 -2%
34 35
36
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