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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 %
MOS
1126
MGO One Seven
Ohio
$898K +$34.7K +138 +4%
GC
1127
Garde Capital
Washington
$898K +$235K +933 +35%
ACP
1128
Aviance Capital Partners
Florida
$896K -$52.8K -210 -6%
NGA
1129
Naples Global Advisors
Florida
$894K +$74.5K +286 +9%
GPA
1130
Garrison Point Advisors
California
$893K +$893K +3,550 New
TF
1131
Tompkins Financial
New York
$890K -$10.3K -41 -1%
SWPG
1132
Strategic Wealth Partners Group
Illinois
$889K +$11.1K +44 +1%
IIM
1133
Ipswich Investment Management
Massachusetts
$888K +$12.6K +50 +1%
CCG
1134
Cypress Capital Group
Florida
$887K -$320K -1,271 -27%
PB
1135
Pinnacle Bancorp
Nebraska
$886K +$886K +3,522 New
BI
1136
Bredin Investment
Delaware
$868K – – –
PPCM
1137
Pillar Pacific Capital Management
California
$867K -$5.03K -20 -0.6%
TBA
1138
Tower Bridge Advisors
Pennsylvania
$865K +$6.04K +24 +0.7%
AIM
1139
Advantage Investment Management
Iowa
$864K -$138K -549 -14%
EWM
1140
Empirical Wealth Management
Washington
$857K -$109K -434 -11%
IWA
1141
Intercontinental Wealth Advisors
Texas
$853K – – –
RC
1142
Rinet Company
Massachusetts
$852K +$46K +183 +6%
MFW
1143
Mosaic Family Wealth
Missouri
$851K -$119K -471 -12%
WIA
1144
World Investment Advisors
California
$849K +$849K +3,120 New
PV
1145
Private Vista
Illinois
$846K -$41K -163 -5%
GP
1146
Girard Partners
Pennsylvania
$834K -$274K -1,091 -25%
PC
1147
Palo Capital
California
$833K +$833K +3,312 New
CMO
1148
Covenant Multifamily Offices
Texas
$830K -$25.1M -99,903 -97%
TCM
1149
Traynor Capital Management
Pennsylvania
$830K +$65.4K +260 +9%
TD Asset Management
1150
TD Asset Management
Ontario, Canada
$830K +$635K +2,522 +325%
44 45
46
47 48