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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
1126
L. Roy Papp & Associates
Arizona
$421K – – –
PGWM
1127
Parisi Gray Wealth Management
New Jersey
$420K – – –
AC
1128
Alexandria Capital
Virginia
$412K +$3.98K +15 +1%
CCT
1129
Capital City Trust
Florida
$407K – – –
BRC
1130
Bell Rock Capital
Delaware
$406K +$12.9K +48 +3%
CIC
1131
Cornercap Investment Counsel
Georgia
$405K -$23.7K -89 -6%
LNWWM
1132
Laird Norton Wetherby Wealth Management
California
$404K – – –
LRIA
1133
Leonard Rickey Investment Advisors
Washington
$404K +$10.1K +38 +3%
OCM
1134
Orser Capital Management
Texas
$403K -$269K -1,000 -40%
BBA
1135
BLB&B Advisors
Pennsylvania
$399K -$19.4K -73 -5%
LRIC
1136
Long Road Investment Counsel
Michigan
$394K – – –
HCM
1137
HM Capital Management
Missouri
$393K -$5.57K -21 -1%
AWA
1138
AmeriServ Wealth Advisors
Pennsylvania
$392K +$392K +1,479 New
CA
1139
Cumberland Advisors
Florida
$389K -$7.97K -30 -2%
FIM
1140
Frontier Investment Management
Texas
$388K -$524K -1,974 -57%
I2I
1141
Insight 2811 Inc
Illinois
$386K +$32.1K +121 +9%
MMG
1142
Monetary Management Group
Missouri
$385K – – –
CCG
1143
Chatham Capital Group
Georgia
$385K – – –
WIA
1144
Westbourne Investment Advisors
Maryland
$385K +$25.8K +97 +7%
H
1145
HoyleCohen
California
$378K +$98.1K +370 +35%
TCOO
1146
Trust Company of Oklahoma
Oklahoma
$378K – – –
PI
1147
PHH Investments
Texas
$376K -$3.98K -15 -1%
LDB
1148
Lee, Danner & Bass
Tennessee
$373K -$49.9K -188 -12%
LS
1149
Lattice Strategies
Pennsylvania
$370K -$21.2K -80 -5%
ATFA
1150
All Terrain Financial Advisors
Minnesota
$367K -$80.7K -304 -18%
44 45
46
47 48