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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 %
SWM
876
Sequoia Wealth Management
Illinois
$2.22M -$421K -1,674 -16%
Jane Street
877
Jane Street
New York
$2.17M -$167K -662 -7%
PFS
878
Prospera Financial Services
Texas
$2.17M +$460K +1,818 +27%
PIM
879
Provident Investment Management
Michigan
$2.15M -$166K -661 -7%
Betterment LLC
880
Betterment LLC
New York
$2.14M +$496K +1,971 +30%
BCA
881
Bray Capital Advisors
Florida
$2.14M -$1.68M -6,664 -44%
FPTW
882
Franklin, Parlapiano, Turner & Welch
Texas
$2.13M +$18.1K +72 +0.9%
CSIA
883
Charles Schwab Investment Advisory
California
$2.12M +$2.12M +8,416 New
CCM
884
Cohen Capital Management
California
$2.11M – – –
TCOV
885
Trust Company of Vermont
Vermont
$2.09M -$38K -151 -2%
DI
886
DAGCO Inc
Ohio
$2.08M +$2.08M +8,284 New
CCP
887
Corient Capital Partners
California
$2.08M -$91.8K -365 -4%
EK
888
Evensky & Katz
Florida
$2.07M +$747K +2,970 +56%
FIB
889
First Interstate Bank
Montana
$2.07M -$68.9K -274 -3%
PL
890
Plancorp LLC
Missouri
$2.06M +$169K +673 +9%
RG
891
Rikoon Group
New Mexico
$2.04M +$8.3K +33 +0.4%
WWM
892
Windsor Wealth Management
Indiana
$2.04M +$897K +3,568 +78%
SFG
893
SNS Financial Group
Minnesota
$2.04M +$18.1K +72 +0.9%
SMG
894
Smart Money Group
Texas
$2.03M -$11.8K -47 -0.6%
EF
895
Empirical Finance
Pennsylvania
$2.03M +$2.03M +8,078 New
CA
896
Capital Advantage
California
$2.03M -$33K -131 -2%
LA
897
LexAurum Advisors
Kansas
$2.02M +$1.68M +6,692 +504%
RWA
898
River Wealth Advisors
Pennsylvania
$1.98M -$138K -547 -7%
NCM
899
Next Capital Management
New York
$1.97M +$1.97M +7,829 New
Renaissance Technologies
900
Renaissance Technologies
New York
$1.96M +$1.96M +7,800 New
34 35
36
37 38