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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 %
IWA
1101
Inspirion Wealth Advisors
Illinois
$980K -$119K -475 -11%
RMDI
1102
R.M. Davis Inc
Maine
$977K +$195K +776 +25%
NIM
1103
Nicollet Investment Management
Minnesota
$965K +$7.3K +29 +0.8%
MG
1104
McCutchen Group
Washington
$965K +$10.1K +40 +1%
B
1105
Bridgeworth
Alabama
$963K -$43.3K -200 -4%
PA
1106
Parkside Advisors
California
$961K -$29K -115 -3%
BCM
1107
Breiter Capital Management
Florida
$950K -$291K -1,155 -23%
KWA
1108
KCS Wealth Advisory
California
$947K -$127K -506 -12%
FBFS
1109
First Business Financial Services
Wisconsin
$944K +$944K +3,750 New
QAM
1110
QCI Asset Management
New York
$936K +$236K +938 +34%
MNG
1111
Manning & Napier Group
New York
$933K – – –
GAM
1112
Griffin Asset Management
New York
$933K +$39.5K +157 +4%
Eagle Capital Management (New York)
1113
Eagle Capital Management (New York)
New York
$931K +$931K +3,700 New
PL
1114
Parthenon LLC
Kentucky
$926K -$46.5K -185 -5%
KLCM
1115
KG&L Capital Management
Louisiana
$923K +$923K +3,649 New
FA
1116
FDx Advisors
Illinois
$921K -$67.4M -267,977 -99%
FWSM
1117
First Wilshire Securities Management
California
$918K – – –
EGA
1118
E&G Advisors
Texas
$917K – – –
GJIC
1119
Gamble Jones Investment Counsel
California
$913K +$466K +1,852 +104%
HWM
1120
Highwater Wealth Management
Colorado
$913K +$913K +3,627 New
KBFS
1121
Kohmann Bosshard Financial Services
Ohio
$912K – – –
SWM
1122
SeaCrest Wealth Management
New York
$909K +$372K +1,480 +69%
DWM
1123
Doyle Wealth Management
Florida
$905K -$100K -399 -10%
QAM
1124
Questar Asset Management
Minnesota
$904K +$904K +3,591 New
CCM
1125
Chilton Capital Management
Texas
$900K +$101K +400 +13%
43 44
45
46 47