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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 %
SC
1051
Slow Capital
California
$1.18M +$11.1K +44 +0.9%
OFG
1052
Omega Financial Group
California
$1.17M +$1.17M +4,666 New
VAM
1053
Visionary Asset Management
Texas
$1.17M -$1.32M -5,243 -53%
VCM
1054
Violich Capital Management
California
$1.17M -$252K -1,000 -18%
BCM
1055
Brookmont Capital Management
Texas
$1.16M +$3.78K +15 +0.3%
TCOT
1056
Trust Company of Toledo
Ohio
$1.15M -$3.27K -13 -0.3%
PWW
1057
Pettyjohn Wood & White
Virginia
$1.14M +$250K +994 +28%
VR
1058
Viridian RIA
Washington
$1.14M +$251K +996 +28%
DAS
1059
Dynamic Advisor Solutions
Arizona
$1.14M -$382K -1,429 -25%
M
1060
MOTCO
Texas
$1.13M +$128K +507 +13%
RCM
1061
RNC Capital Management
California
$1.13M +$1.13M +4,495 New
BAM
1062
Belpointe Asset Management
Nevada
$1.13M -$382K -1,517 -25%
MPI
1063
Mairs & Power Inc
Minnesota
$1.12M – – –
BC
1064
Brio Consultants
California
$1.12M +$1.12M +4,464 New
BOPW
1065
Brandywine Oak Private Wealth
Pennsylvania
$1.1M +$1.1M +4,423 New
SNT
1066
Security National Trust
West Virginia
$1.1M -$2.52K -10 -0.2%
KFGK
1067
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$723K +2,871 +191%
RWA
1068
Redhawk Wealth Advisors
Minnesota
$1.1M -$112K -412 -9%
AFP
1069
Ausdal Financial Partners
Iowa
$1.09M -$978K -3,885 -47%
PP
1070
Patten & Patten
Tennessee
$1.09M +$10.1K +40 +0.9%
AA
1071
Advisory Alpha
Michigan
$1.09M +$232K +851 +27%
PWG
1072
Private Wealth Group
Florida
$1.09M – – –
NFG
1073
Nadler Financial Group
Illinois
$1.09M +$1.76K +7 +0.2%
CASB
1074
Cape Ann Savings Bank
Massachusetts
$1.09M +$187K +676 +21%
PCMC
1075
Private Capital Management (Colorado)
Colorado
$1.09M +$1.09M +4,319 New
41 42
43
44 45