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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 %
JWA
1051
JFS Wealth Advisors
Pennsylvania
$586K +$155K +582 +36%
CAS
1052
Cue Advisory Services
Arizona
$583K +$87.6K +330 +18%
HPC
1053
Hobart Private Capital
North Carolina
$580K -$354K -1,335 -38%
PAS
1054
Partnervest Advisory Services
California
$580K +$85.2K +321 +17%
LJHT
1055
Laurie J. Hall Trustee
$575K -$131K -495 -19%
GAM
1056
Gemmer Asset Management
California
$575K +$1.33K +5 +0.2%
LA
1057
Leonetti & Associates
Illinois
$568K -$4.51K -17 -0.8%
FAM
1058
Flaharty Asset Management
Florida
$568K +$86.3K +333 +18%
MWM
1059
Mission Wealth Management
California
$567K – – –
RMDI
1060
R.M. Davis Inc
Maine
$564K -$155K -585 -22%
KCM
1061
Kornitzer Capital Management
Kansas
$564K – – –
LPIC
1062
LeJeune Puetz Investment Counsel
Michigan
$560K +$531 +2 +0.1%
HTC
1063
Haverford Trust Company
Pennsylvania
$558K +$18.3K +69 +3%
MBA
1064
McQueen Ball & Associates
Pennsylvania
$558K +$558K +2,102 New
SIS
1065
Sound Income Strategies
Florida
$554K +$422K +1,588 +319%
CC
1066
Callan Capital
California
$552K – – –
SGAM
1067
Steinberg Global Asset Management
Florida
$550K – – –
AIM
1068
Arcadia Investment Management
Michigan
$548K +$38.7K +146 +8%
Invesco
1069
Invesco
Georgia
$545K -$728K -2,745 -57%
RHBC
1070
R.H. Bluestein & Co
Michigan
$545K -$530K -2,000 -49%
WAM
1071
Weatherly Asset Management
California
$545K -$7.96K -30 -1%
BW
1072
Biegel & Waller
Maryland
$544K +$268K +1,010 +97%
WCM
1073
Whitener Capital Management
North Carolina
$539K +$185K +698 +52%
HCM
1074
Hengehold Capital Management
Ohio
$537K +$214K +807 +66%
MIM
1075
Montgomery Investment Management
Maryland
$533K – – –
41 42
43
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