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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 %
SAM
1151
Seelaus Asset Management
New Jersey
$507K -$878 -3 -0.2%
PWM
1152
Patriot Wealth Management
Texas
$507K +$507K +1,733 New
CIM
1153
Confluence Investment Management
Missouri
$505K +$53.5K +183 +12%
RE
1154
RBC Europe
United Kingdom
$505K -$40.4K -138 -7%
BAM
1155
Barrett Asset Management
New York
$501K +$13.2K +45 +3%
RC
1156
Roundview Capital
New Jersey
$500K – – –
FMI
1157
Fiduciary Management Inc
Wisconsin
$499K +$499K +1,705 New
PC
1158
Peavine Capital
Nevada
$496K -$21.9K -75 -4%
HCM
1159
Horan Capital Management
Maryland
$495K -$2.63K -9 -0.5%
CANC
1160
Culbertson A N & Co
Virginia
$493K +$14.9K +51 +3%
ODCM
1161
Old Dominion Capital Management
Virginia
$477K +$477K +1,630 New
FC
1162
Ferris Capital
Massachusetts
$471K +$240K +818 +104%
DWM
1163
Darwin Wealth Management
Florida
$470K -$26.5K -89 -5%
MWM
1164
Marietta Wealth Management
Georgia
$470K +$44.2K +151 +10%
AAIM
1165
Asset Advisors Investment Management
Georgia
$470K +$470K +1,606 New
PGWM
1166
Parisi Gray Wealth Management
New Jersey
$469K – – –
CA
1167
Cortland Associates
Missouri
$468K – – –
CPA
1168
Capital Planning Advisors
California
$467K -$1.13M -3,877 -71%
TIA
1169
Tiemann Investment Advisors
California
$464K -$17.3K -59 -4%
FTI
1170
Fiduciary Trust International
Massachusetts
$462K +$462K +1,578 New
HF
1171
HRT Financial
New York
$461K +$461K +1,577 New
HCM
1172
Hengehold Capital Management
Ohio
$450K -$2.64K -9 -0.6%
CCT
1173
Capital City Trust
Florida
$449K – – –
VCM
1174
Virtue Capital Management
Tennessee
$444K -$461K -1,575 -51%
PAMG
1175
Patton Albertson Miller Group
Tennessee
$444K -$5.34K -20 -1%
45 46
47
48 49