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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 %
MIM
951
Macroview Investment Management
Maryland
$1.61M -$87.3K -347 -5%
NEGWA
952
New England Guild Wealth Advisors
Connecticut
$1.61M +$1.23M +4,875 +324%
PWM
953
Paulson Wealth Management
Illinois
$1.6M -$53.4K -202 -3%
ADL
954
Asset Dedication LLC
California
$1.6M +$91K +360 +6%
RPGK
955
Retirement Planning Group (Kansas)
Kansas
$1.59M +$3.02K +12 +0.2%
SCI
956
Stableford Capital II
Arizona
$1.59M -$1.06M -4,215 -40%
NIM
957
Northeast Investment Management
Massachusetts
$1.58M +$623K +2,478 +65%
WI
958
Wedgewood Investors
Pennsylvania
$1.58M +$36.5K +145 +2%
SIS
959
Sound Income Strategies
Florida
$1.58M +$292K +1,159 +23%
Connor, Clark & Lunn Investment Management (CC&L)
960
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.58M – – –
BS
961
Boenning & Scattergood
Pennsylvania
$1.58M +$376K +1,496 +31%
FSC
962
Full Sail Capital
Oklahoma
$1.58M +$1.58M +6,264 New
GC
963
Gratus Capital
Georgia
$1.58M -$216K -858 -12%
SCA
964
Sage Capital Advisors
South Dakota
$1.57M +$61.1K +243 +4%
WPC
965
White Pine Capital
Minnesota
$1.57M +$119K +473 +8%
DDC
966
DF Dent & Co
Maryland
$1.57M +$1.57M +6,234 New
OCG
967
Opus Capital Group
Ohio
$1.56M +$2.26K +9 +0.1%
SG
968
StoneX Group
New York
$1.56M -$7.81K -31 -0.5%
PWMAG
969
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M -$160K -636 -9%
PIA
970
Piedmont Investment Advisors
North Carolina
$1.55M -$784K -3,118 -34%
TW
971
Transform Wealth
Colorado
$1.55M +$629K +2,501 +69%
CAM
972
Congress Asset Management
Massachusetts
$1.54M +$195K +774 +14%
MCIA
973
Mountain Capital Investment Advisors
Colorado
$1.53M +$260K +1,035 +20%
RG
974
Rathbones Group
United Kingdom
$1.53M – – –
LFA
975
Legacy Financial Advisors
Kentucky
$1.52M -$812K -3,226 -35%
37 38
39
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