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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 %
FTC
876
Farmers Trust Company
Ohio
$1.53M -$41K -140 -3%
MCM
877
McRae Capital Management
New Jersey
$1.53M – – –
SWM
878
SVA Wealth Management
Wisconsin
$1.51M +$2.64K +9 +0.2%
DBRC
879
D.B. Root & Company
Pennsylvania
$1.5M -$84.9K -290 -5%
SWM
880
Stockman Wealth Management
Montana
$1.5M – – –
SF
881
Synovus Financial
Georgia
$1.5M -$1.31M -4,490 -47%
SIS
882
Sound Income Strategies
Florida
$1.5M +$541K +1,849 +57%
MOACM
883
Mutual of America Capital Management
New York
$1.49M -$410K -1,401 -22%
MCIA
884
Mountain Capital Investment Advisors
Colorado
$1.48M +$250K +853 +20%
MS
885
Marshall & Sullivan
Washington
$1.46M – – –
HL
886
HeadInvest LLC
Maine
$1.46M +$89.3K +305 +7%
HCA
887
Horan Capital Advisors
Ohio
$1.45M +$5.86K +20 +0.4%
BCM
888
Breiter Capital Management
Florida
$1.44M -$255K -872 -15%
HH
889
Hilltop Holdings
Texas
$1.44M +$45.7K +156 +3%
DACG
890
Donor Advised Charitable Giving
California
$1.44M +$1.44M +4,922 New
WPW
891
Waldron Private Wealth
Pennsylvania
$1.43M +$224K +765 +19%
VWA
892
V Wealth Advisors
Kansas
$1.42M +$77K +263 +6%
FB
893
Fulton Bank
Pennsylvania
$1.42M +$638K +2,180 +81%
NEPWA
894
New England Private Wealth Advisors
Massachusetts
$1.42M +$3.22K +11 +0.2%
CCG
895
Cypress Capital Group
Florida
$1.4M -$20.5K -70 -1%
MMHP
896
Murphy Middleton Hinkle & Parker
Georgia
$1.4M +$878 +3 +0.1%
PI
897
Parkside Investments
Illinois
$1.4M +$30.7K +105 +2%
BS
898
Boenning & Scattergood
Pennsylvania
$1.4M -$270K -923 -16%
LC
899
Lourd Capital
California
$1.39M +$1.39M +4,760 New
EWA
900
Exencial Wealth Advisors
Oklahoma
$1.39M +$102K +348 +8%
34 35
36
37 38