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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 %
Loomis, Sayles & Company
1001
Loomis, Sayles & Company
Massachusetts
$1.38M +$1.38M +5,500 New
AIFS
1002
A&I Financial Services
Colorado
$1.38M +$1.38M +5,502 New
STMM
1003
South Texas Money Management
Texas
$1.38M +$629K +2,500 +84%
AWA
1004
Arete Wealth Advisors
Illinois
$1.38M -$6.76M -26,867 -83%
WF
1005
Welch & Forbes
Massachusetts
$1.38M +$594K +2,360 +76%
SHJ
1006
Sharkey, Howes & Javer
Colorado
$1.36M +$585K +2,324 +75%
RMC
1007
Resources Management Corp
Connecticut
$1.36M -$129K -513 -9%
DPI
1008
Diversified Portfolios Inc
Michigan
$1.35M +$22.1K +88 +2%
WCWM
1009
Willow Creek Wealth Management
California
$1.35M -$13.6K -54 -1%
QA
1010
Quantitative Advantage
Minnesota
$1.35M -$437K -1,736 -24%
PWPS
1011
Pinnacle Wealth Planning Services
Ohio
$1.34M +$349K +1,387 +35%
AWM
1012
Apollon Wealth Management
South Carolina
$1.34M +$1.34M +4,916 New
BJ
1013
Brouwer & Janachowski
California
$1.32M -$3.52K -14 -0.3%
SWM
1014
Stockman Wealth Management
Montana
$1.32M +$27.9K +111 +2%
PAS
1015
Partnervest Advisory Services
California
$1.32M +$863K +3,430 +189%
MWM
1016
Marietta Wealth Management
Georgia
$1.32M +$913K +3,630 +226%
CCM
1017
Coe Capital Management
Illinois
$1.31M -$55.1K -219 -4%
AC
1018
Alexandria Capital
Virginia
$1.31M +$995K +3,953 +313%
FTC
1019
Farmers Trust Company
Ohio
$1.31M -$10.1K -40 -0.8%
MCM
1020
McRae Capital Management
New Jersey
$1.31M -$6.29K -25 -0.5%
SSP
1021
Sapphire Star Partners
Washington
$1.3M -$1.21M -4,812 -48%
AFNAS
1022
American Financial Network Advisory Services
California
$1.3M -$17.1K -68 -1%
SWM
1023
SVA Wealth Management
Wisconsin
$1.29M -$1.76K -7 -0.1%
JFL
1024
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.28M +$1.28M +5,100 New
AA
1025
Altman Advisors
Illinois
$1.28M +$1.28M +5,066 New
39 40
41
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