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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHB
1026
Abner Herrman & Brock
New Jersey
$634K +$634K +2,391 New
AFA
1027
Arlington Financial Advisors
California
$633K -$5.05K -19 -0.8%
HCMNY
1028
Howard Capital Management (New York)
New York
$630K -$9.29K -35 -1%
SLT
1029
St Louis Trust
Missouri
$629K -$57.1K -215 -8%
CW
1030
CreativeOne Wealth
Kansas
$626K +$626K +2,357 New
CLOS
1031
Compagnie Lombard Odier SCmA
Switzerland
$623K -$623K -2,350 -50%
WPA
1032
West Paces Advisors
Georgia
$620K +$63.1K +238 +11%
BCM
1033
BTR Capital Management
California
$619K – – –
APCM
1034
Alaska Permanent Capital Management
Alaska
$615K – – –
AIFS
1035
A&I Financial Services
Colorado
$612K -$3.82M -14,378 -86%
FWIA
1036
Fort Washington Investment Advisors
Ohio
$611K +$24.2K +91 +4%
MM
1037
Main Management
California
$611K +$288K +1,085 +89%
SFM
1038
Signature Financial Management
Virginia
$609K -$121K -457 -17%
TH
1039
TCTC Holdings
Texas
$608K – – –
SHJ
1040
Sharkey, Howes & Javer
Colorado
$607K +$21.2K +80 +4%
CAG
1041
Csenge Advisory Group
Florida
$607K +$380K +1,432 +167%
RP
1042
Riverbridge Partners
Minnesota
$606K -$16.9M -63,671 -97%
Luther King Capital Management (LKCM)
1043
Luther King Capital Management (LKCM)
Texas
$606K – – –
ISB
1044
Iowa State Bank
Iowa
$605K -$186K -700 -23%
FNBOO
1045
First National Bank of Omaha
Nebraska
$604K +$12.2K +46 +2%
1SB
1046
1ST Source Bank
Indiana
$598K +$6.9K +26 +1%
BIAS
1047
Beacon Investment Advisory Services
New Jersey
$597K +$166K +625 +38%
PMG
1048
ProVise Management Group
Florida
$591K -$10.6K -40 -2%
AWM
1049
Altium Wealth Management
New York
$588K +$214K +807 +57%
TCCM
1050
Timber Creek Capital Management
Massachusetts
$587K -$17.2K -65 -3%
40 41
42
43 44