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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 %
LCAM
1151
London & Capital Asset Management
United Kingdom
$825K +$825K +3,280 New
NFG
1152
Nations Financial Group
Iowa
$822K +$33.5K +133 +4%
EFL
1153
ERn Financial LLC
Wisconsin
$821K +$821K +3,261 New
B
1154
Bellecapital
Switzerland
$820K -$27.7K -110 -3%
Wealthfront Advisers
1155
Wealthfront Advisers
California
$820K +$820K +3,258 New
CIA
1156
CCM Investment Advisers
South Carolina
$812K -$37.7K -150 -4%
SSWM
1157
Smith Salley Wealth Management
North Carolina
$811K -$31.7K -126 -4%
LNWWM
1158
Laird Norton Wetherby Wealth Management
California
$810K -$137K -543 -14%
VCP
1159
Vista Capital Partners
Oregon
$807K -$157K -624 -16%
SIA
1160
Starfire Investment Advisers
Michigan
$805K +$79.8K +317 +11%
BCM
1161
Beck Capital Management
Texas
$803K -$3.06M -12,178 -79%
SCM
1162
Stellar Capital Management
Arizona
$802K +$1.26K +5 +0.2%
CCM
1163
Colorado Capital Management
Colorado
$801K -$157K -626 -16%
JWA
1164
JFS Wealth Advisors
Pennsylvania
$799K +$182K +723 +29%
OBGC
1165
O'Brien Greene & Co
Pennsylvania
$796K +$796K +3,165 New
EM
1166
Excalibur Management
Massachusetts
$793K +$38K +151 +5%
FIM
1167
Freedom Investment Management
Connecticut
$783K +$110K +438 +16%
PCIA
1168
Prime Capital Investment Advisors
Kansas
$780K +$200K +793 +34%
AIM
1169
Axiom Investment Management
New York
$780K +$780K +3,101 New
FWIA
1170
Fort Washington Investment Advisors
Ohio
$779K +$131K +519 +20%
NP
1171
Ninepoint Partners
Ontario, Canada
$779K +$779K +3,095 New
BWP
1172
Bernardo Wealth Planning
Pennsylvania
$779K +$779K +3,095 New
BFWA
1173
Benchmark Financial Wealth Advisors
Florida
$778K +$778K +3,092 New
SWM
1174
Segment Wealth Management
Texas
$776K – – –
HAM
1175
Highstreet Asset Management
Ontario, Canada
$774K -$95.9K -381 -11%
45 46
47
48 49