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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 %
RHBC
1101
R.H. Bluestein & Co
Michigan
$637K +$14.6K +50 +2%
LJHT
1102
Laurie J. Hall Trustee
$635K – – –
PMG
1103
ProVise Management Group
Florida
$634K -$1.76K -6 -0.3%
LIC
1104
Lodestar Investment Counsel
Illinois
$633K – – –
Luther King Capital Management (LKCM)
1105
Luther King Capital Management (LKCM)
Texas
$631K -$473K -1,732 Closed
SWM
1106
SeaCrest Wealth Management
New York
$624K +$469K +1,602 +302%
LPIC
1107
LeJeune Puetz Investment Counsel
Michigan
$619K +$586 +2 +0.1%
PFA
1108
Pathway Financial Advisors
Vermont
$615K -$101K -390 -14%
BW
1109
Biegel & Waller
Maryland
$615K -$14.6K -50 -2%
MBA
1110
McQueen Ball & Associates
Pennsylvania
$615K – – –
SGAM
1111
Steinberg Global Asset Management
Florida
$615K +$8.78K +30 +1%
Russell Investments Group
1112
Russell Investments Group
United Kingdom
$615K +$87.9K +300 +17%
CC
1113
Callan Capital
California
$609K – – –
KP
1114
Keel Point
Alabama
$606K +$53.5K +183 +10%
WAM
1115
Weatherly Asset Management
California
$605K -$9.96K -34 -2%
AIM
1116
Arcadia Investment Management
Michigan
$605K +$585 +2 +0.1%
UWPG
1117
Ullmann Wealth Partners Group
Florida
$605K +$132K +452 +28%
WCM
1118
Whitener Capital Management
North Carolina
$594K – – –
AWMG
1119
Alliance Wealth Management Group
New Jersey
$588K -$47.1K -161 -7%
LA
1120
Leonetti & Associates
Illinois
$587K -$27.5K -94 -4%
OIWM
1121
OptiFour Integrated Wealth Management
Virginia
$587K – – –
PFM
1122
Probabilities Fund Management
New York
$586K – – –
JC
1123
Jentner Corp
Ohio
$576K – – –
Fisher Asset Management
1124
Fisher Asset Management
Washington
$575K -$171K -583 -23%
KCM
1125
Kornitzer Capital Management
Kansas
$571K – – –
43 44
45
46 47