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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 %
EFS
976
Essex Financial Services
Connecticut
$1.52M -$1.51M -5,985 -50%
AIM
977
Aspen Investment Management
Michigan
$1.51M – – –
BHWM
978
Bay Harbor Wealth Management
Maryland
$1.51M +$1.51M +6,006 New
RC
979
RegentAtlantic Capital
New Jersey
$1.5M -$54.8K -218 -4%
WDL
980
Well Done LLC
Michigan
$1.5M +$1.21M +4,815 +419%
CC
981
Claybrook Capital
Massachusetts
$1.5M +$1.5M +5,964 New
TCPWM
982
Traverso Chambers Private Wealth Management
California
$1.5M +$1.5M +5,940 New
SEI Investments
983
SEI Investments
Pennsylvania
$1.49M +$1.21M +4,780 +420%
SWA
984
Stratos Wealth Advisors
Ohio
$1.48M +$1.48M +5,889 New
NWP
985
Northstar Wealth Partners
Connecticut
$1.48M +$144K +574 +11%
NCM
986
Nelson Capital Management
California
$1.48M +$1.48M +5,870 New
RT
987
Rockland Trust
Massachusetts
$1.47M +$26.9K +107 +2%
Koshinski Asset Management
988
Koshinski Asset Management
Illinois
$1.47M -$1.35M -6,390 -48%
DBRC
989
D.B. Root & Company
Pennsylvania
$1.46M +$173K +686 +13%
RBFC
990
Roman Butler Fullerton & Co
Missouri
$1.46M +$1.46M +5,608 New
SFSIG
991
San Francisco Sentry Investment Group
California
$1.46M +$1.26K +5 +0.1%
WCM
992
Weatherstone Capital Management
Colorado
$1.46M -$8.5M -30,774 -85%
GA
993
Geller Advisors
New York
$1.44M +$9.07K +36 +0.6%
CFD
994
Creative Financial Designs
Indiana
$1.44M +$41.5K +165 +3%
CL
995
CIM LLC
New York
$1.43M +$89.3K +355 +7%
NEPWA
996
New England Private Wealth Advisors
Massachusetts
$1.43M +$207K +822 +17%
RCWMU
997
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.4M – – –
BMO
998
Beck Mack & Oliver
New York
$1.39M +$1.39M +5,517 New
IA
999
IndexIQ Advisors
New York
$1.39M +$690K +2,743 +99%
AB
1000
Atlas Brown
Kentucky
$1.38M -$503 -2 -0%
38 39
40
41 42