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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 %
ST
1201
Spinnaker Trust
Maine
$284K – – –
AWA
1202
ARS Wealth Advisors
Florida
$280K -$19.9K -75 -7%
LG
1203
Leuthold Group
Minnesota
$280K +$64.4K +243 +30%
KSA
1204
Ken Stern & Associates
California
$277K -$58.3K -220 -17%
WA
1205
Winfield Associates
Ohio
$277K – – –
BFA
1206
Bragg Financial Advisors
North Carolina
$276K -$82.3K -310 -23%
PA
1207
Paracle Advisors
Washington
$268K +$268K +1,009 New
MCM
1208
Murphy Capital Management
New Jersey
$267K +$267K +1,008 New
HPC
1209
HM Payson & Co
Maine
$265K -$70.5K -266 -21%
BHBT
1210
Burke & Herbert Bank & Trust
Virginia
$265K -$3.98K -15 -1%
VDFA
1211
Vickerman & Driscoll Financial Advisors
Washington
$264K -$1.51M -5,694 -85%
VAM
1212
Verity Asset Management
North Carolina
$263K – – –
WTFG
1213
Wells Trecaso Financial Group
Ohio
$263K – – –
SIM
1214
Sigma Investment Management
Oregon
$261K – – –
AIS
1215
AlphaOne Investment Services
Pennsylvania
$261K +$171K +645 +190%
AF
1216
Arrow Financial
New York
$258K -$13.3K -50 -5%
CAL
1217
Capital Advisors Ltd
Ohio
$257K -$41.4K -156 -14%
BMM
1218
Berkshire Money Management
Massachusetts
$257K – – –
QAM
1219
QCI Asset Management
New York
$257K +$796 +3 +0.3%
CPC
1220
Congress Park Capital
New York
$256K -$42.4K -160 -14%
RC
1221
Randolph Company
Ohio
$256K +$2.92K +11 +1%
RWM
1222
Ritholtz Wealth Management
New York
$253K -$2.13K -8 -0.8%
BA
1223
BCM Advisors
Louisiana
$253K +$253K +952 New
AWA
1224
Artemis Wealth Advisors
New York
$252K – – –
SC
1225
Searle & Co
Connecticut
$252K – – –
47 48
49
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