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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 %
BFO
1126
Biltmore Family Office
North Carolina
$569K +$331K +1,126 +139%
HTC
1127
Haverford Trust Company
Pennsylvania
$566K – – –
ME
1128
McIlrath & Eck
Washington
$564K +$361K +1,232 +178%
HIMC
1129
Heritage Investors Management Corp
Maryland
$562K +$300K +1,025 +115%
SWP
1130
Strategic Wealth Partners
Ohio
$561K -$265K -905 -32%
FNBOO
1131
First National Bank of Omaha
Nebraska
$561K -$22K -75 -4%
FAM
1132
Flaharty Asset Management
Florida
$560K +$128K +435 +30%
SIAS
1133
Shine Investment Advisory Services
Colorado
$552K +$11.7K +40 +2%
RP
1134
Riverbridge Partners
Minnesota
$551K -$4.98K -17 -0.9%
TWM
1135
Titus Wealth Management
California
$543K -$12.9K -44 -2%
FVCM
1136
F&V Capital Management
Florida
$542K – – –
AT
1137
Arden Trust
Delaware
$541K -$247K -843 -31%
MIG
1138
McGuire Investment Group
Rhode Island
$538K +$538K +1,837 New
AWM
1139
Altium Wealth Management
New York
$534K +$7.91K +27 +2%
PAS
1140
Partnervest Advisory Services
California
$531K +$33.7K +115 +7%
JSA
1141
Jacobson & Schmitt Advisors
Wisconsin
$530K +$34.8K +119 +7%
MPM
1142
Meritage Portfolio Management
Kansas
$528K +$205K +700 +63%
OSNBOA
1143
Old Second National Bank of Aurora
Illinois
$527K – – –
MSS
1144
Mitchell Sinkler & Starr
Pennsylvania
$527K – – –
CCB
1145
Cutter & Co Brokerage
Missouri
$524K -$31.9K -109 -6%
MLL
1146
Moody Lynn & Lieberson
Massachusetts
$520K – – –
GJIC
1147
Gamble Jones Investment Counsel
California
$520K +$520K +1,778 New
ATFA
1148
All Terrain Financial Advisors
Minnesota
$519K -$61.1K -209 -11%
NI
1149
NFC Investments
Tennessee
$512K -$51.2K -175 -9%
GGI
1150
Godsey & Gibb Inc
Virginia
$510K +$46.3K +158 +10%
44 45
46
47 48