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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 %
HBWM
901
Hollow Brook Wealth Management
New York
$1.95M – – –
CF
902
Corrigan Financial
Rhode Island
$1.95M +$94.4K +375 +5%
FHA
903
Flagship Harbor Advisors
Massachusetts
$1.94M -$1.85M -7,364 -49%
DP
904
Denver PWM
Colorado
$1.9M -$44.4K -163 -2%
CMP
905
Courage Miller Partners
Virginia
$1.9M +$11.8K +47 +0.6%
AFS
906
Access Financial Services
Minnesota
$1.9M +$425K +1,691 +29%
AC
907
Abbrea Capital
California
$1.9M – – –
SF
908
Synovus Financial
Georgia
$1.9M +$609K +2,422 +47%
GIA
909
Guyasuta Investment Advisors
Pennsylvania
$1.89M +$30.9K +123 +2%
BWCS
910
Beirne Wealth Consulting Services
Connecticut
$1.89M +$1.89M +7,492 New
EWM
911
Endurance Wealth Management
Rhode Island
$1.87M +$54.9K +218 +3%
CBT
912
Central Bank & Trust
Kentucky
$1.87M -$63.2K -251 -3%
OCM
913
One Capital Management
California
$1.86M -$2.77K -11 -0.1%
HCA
914
Horan Capital Advisors
Ohio
$1.85M +$611K +2,430 +49%
BFC
915
Bedel Financial Consulting
Indiana
$1.83M +$252 +1 +0%
BTNA
916
Bremer Trust National Association
Minnesota
$1.83M +$140K +556 +8%
IB
917
Intrust Bank
Kansas
$1.83M +$991K +3,936 +118%
GC
918
Grace Capital
Massachusetts
$1.82M +$629K +2,500 +53%
IAS
919
IMA Advisory Services
Colorado
$1.8M -$3.02K -12 -0.2%
VIM
920
Vista Investment Management
Pennsylvania
$1.78M – – –
BMM
921
Buffington Mohr McNeal
Idaho
$1.78M +$151K +601 +9%
CWM
922
Concentric Wealth Management
California
$1.78M +$6.04K +24 +0.3%
AIA
923
Arcadia Investment Advisors
Idaho
$1.77M -$297K -1,181 -14%
EWA
924
EP Wealth Advisors
California
$1.76M -$7.55K -30 -0.4%
SCG
925
Sonata Capital Group
Washington
$1.76M – – –
35 36
37
38 39