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iShares Core S&P 500 ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1051
Evergreen Capital Management
Washington
$775K +$59.4K +203 +8%
FC
1052
Financial Consulate
Maryland
$772K -$1.29M -4,395 -62%
KM
1053
Kalos Management
Georgia
$769K -$57.9K -198 -7%
PO
1054
Private Ocean
California
$763K +$62.1K +212 +9%
WPW
1055
Winthrop Partners - WNY
New York
$761K +$103K +351 +16%
NHC
1056
Nicholas Hoffman & Company
Georgia
$759K +$586 +2 +0.1%
BCMO
1057
Buckingham Capital Management (Ohio)
Ohio
$758K -$44.5K -152 -6%
SCM
1058
Sterling Capital Management
North Carolina
$758K – – –
TSS
1059
Two Sigma Securities
New York
$757K +$757K +2,586 New
FWIA
1060
Fort Washington Investment Advisors
Ohio
$755K +$9.96K +34 +1%
SP
1061
Successful Portfolios
Florida
$755K +$88.4K +302 +13%
GKWIM
1062
Gerber Kawasaki Wealth & Investment Management
California
$753K +$753K +2,565 New
Geode Capital Management
1063
Geode Capital Management
Massachusetts
$747K – – –
HFA
1064
High Falls Advisors
New York
$745K +$93.1K +318 +14%
AFA
1065
Arlington Financial Advisors
California
$744K +$560 +2 +0.1%
AUB
1066
Atlantic Union Bankshares
Virginia
$739K -$31K -106 -4%
TNBTD
1067
Trustmark National Bank Trust Department
Mississippi
$734K -$49.2K -168 -6%
PHS
1068
Pekin Hardy Strauss
Illinois
$725K – – –
GC
1069
Garde Capital
Washington
$725K +$12.1K +44 +2%
CBN
1070
Cadence Bank NA
Texas
$724K -$68.2K -233 -9%
EB
1071
Eastern Bank
Massachusetts
$720K +$8.2K +28 +1%
BTW
1072
Boston Trust Walden
Massachusetts
$719K -$15.5K -53 -2%
JWA
1073
JFS Wealth Advisors
Pennsylvania
$718K +$192K +655 +36%
HCMNY
1074
Howard Capital Management (New York)
New York
$717K +$22.5K +77 +3%
CCM
1075
Carlson Capital Management
Minnesota
$714K -$6.44K -22 -0.9%
41 42
43
44 45