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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 %
STB
926
S&T Bank
Pennsylvania
$1.24M -$14.9K -51 -1%
ACP
927
Arcus Capital Partners
Georgia
$1.23M +$267K +911 +28%
IAA
928
Ironsides Asset Advisors
North Carolina
$1.2M – – –
MFIMFI
929
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.19M +$5.86K +20 +0.5%
NAM
930
NTV Asset Management
West Virginia
$1.19M +$585 +2 +0%
B
931
Bridgeworth
Alabama
$1.18M +$36.4K +143 +3%
W
932
Wealthfront
California
$1.18M -$209K -713 -15%
M
933
MOTCO
Texas
$1.17M +$63.2K +216 +6%
DWM
934
Doyle Wealth Management
Florida
$1.17M -$10.2K -35 -0.9%
AIM
935
Advantage Investment Management
Iowa
$1.17M +$437K +1,494 +60%
FCAG
936
First Capital Advisors Group
New Jersey
$1.16M -$7.03K -24 -0.6%
WAOTB
937
Wealth Advisors of Tampa Bay
Florida
$1.16M – – –
SAM
938
Summit Asset Management
Tennessee
$1.16M -$3.81K -13 -0.3%
PA
939
Parkside Advisors
California
$1.16M – – –
RCS
940
Retirement Capital Strategies
California
$1.15M +$583K +1,993 +103%
PWPS
941
Pinnacle Wealth Planning Services
Ohio
$1.15M -$64.4K -220 -5%
PWM
942
Perigon Wealth Management
California
$1.13M +$58.2K +198 +5%
PL
943
Parthenon LLC
Kentucky
$1.13M – – –
EWM
944
Empirical Wealth Management
Washington
$1.12M -$745K -2,545 -40%
IC
945
InterOcean Capital
Illinois
$1.12M -$72K -246 -6%
VCP
946
Vista Capital Partners
Oregon
$1.12M +$332K +1,134 +42%
NIM
947
Northeast Investment Management
Massachusetts
$1.12M -$682K -2,330 -38%
CCM
948
Colorado Capital Management
Colorado
$1.12M -$68.2K -233 -6%
MG
949
McCutchen Group
Washington
$1.12M +$5K +17 +0.5%
NIM
950
Nicollet Investment Management
Minnesota
$1.11M +$5.27K +18 +0.5%
36 37
38
39 40