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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 %
NWA
1076
New World Advisors
Massachusetts
$1.09M +$1.09M +4,318 New
SWK
1077
Stephen W. Kidder
$1.08M – – –
CCA
1078
Clearwater Capital Advisors
Illinois
$1.08M +$273K +1,085 +34%
WPA
1079
West Paces Advisors
Georgia
$1.07M +$182K +723 +20%
CT
1080
Cambridge Trust
Massachusetts
$1.07M -$80K -318 -7%
WAOTB
1081
Wealth Advisors of Tampa Bay
Florida
$1.07M +$71.7K +285 +7%
ACP
1082
Arcus Capital Partners
Georgia
$1.07M +$6.8K +27 +0.6%
APP
1083
Avantax Planning Partners
Iowa
$1.07M +$483K +1,917 +83%
VA
1084
Valmark Advisers
Ohio
$1.06M +$308K +1,224 +41%
LSAG
1085
Lake Street Advisors Group
New Hampshire
$1.05M +$1.05M +4,164 New
HFS
1086
Howard Financial Services
Texas
$1.04M +$1.04M +4,142 New
FFG
1087
Ford Financial Group
California
$1.04M +$1.04M +4,127 New
MFIMFI
1088
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.04M +$10.3K +41 +1%
IAA
1089
Ironsides Asset Advisors
North Carolina
$1.03M – – –
MOACM
1090
Mutual of America Capital Management
New York
$1.03M -$254K -1,008 -20%
NAM
1091
NTV Asset Management
West Virginia
$1.02M +$1.01K +4 +0.1%
WAM
1092
Weatherly Asset Management
California
$1.02M +$495K +1,968 +95%
CWM
1093
Connecticut Wealth Management
Connecticut
$1.01M -$61.4K -244 -6%
CFA
1094
Cahill Financial Advisors
Minnesota
$1.01M +$76.3K +303 +8%
FCAG
1095
First Capital Advisors Group
New Jersey
$999K – – –
IC
1096
InterOcean Capital
Illinois
$998K +$31.9K +127 +3%
SAM
1097
Summit Asset Management
Tennessee
$996K – – –
SEIA
1098
Signature Estate & Investment Advisors
California
$995K -$103K -411 -9%
CAM
1099
Carret Asset Management
New York
$995K +$46.5K +185 +5%
FFG
1100
Frisch Financial Group
New York
$982K +$982K +3,904 New
42 43
44
45 46