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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 %
ZIM
1201
Zacks Investment Management
Illinois
$709K +$16.6K +66 +2%
FC
1202
Financial Consulate
Maryland
$708K +$44K +175 +7%
BW
1203
Biegel & Waller
Maryland
$703K +$174K +693 +33%
AIM
1204
AMI Investment Management
Indiana
$700K -$69.2K -275 -9%
GAM
1205
Gemmer Asset Management
California
$696K +$123K +490 +22%
Toronto Dominion Bank
1206
Toronto Dominion Bank
Ontario, Canada
$693K – – –
BO
1207
Bank OZK
Arkansas
$687K -$6.79K -27 -1%
ATFA
1208
All Terrain Financial Advisors
Minnesota
$685K +$239K +948 +53%
RFWA
1209
RPg Family Wealth Advisory
Massachusetts
$685K -$6.79K -27 -1%
BIA
1210
Bigelow Investment Advisors
Maine
$682K +$325K +1,290 +91%
MIM
1211
Montgomery Investment Management
Maryland
$677K – – –
AFA
1212
Arlington Financial Advisors
California
$677K +$7.56K +30 +1%
HCM
1213
Harvest Capital Management
New Hampshire
$674K – – –
EWMCB
1214
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$674K +$674K +2,677 New
CAMG
1215
CWA Asset Management Group
Florida
$672K -$4.78K -19 -0.7%
FMC
1216
First Merchants Corp
Indiana
$671K -$274K -1,091 -29%
TCM
1217
Tufton Capital Management
Maryland
$668K -$10.8K -43 -2%
ECM
1218
Evergreen Capital Management
Washington
$667K +$503 +2 +0.1%
NB
1219
Nicolet Bankshares
Wisconsin
$664K -$420K -1,670 -39%
HCMNY
1220
Howard Capital Management (New York)
New York
$663K +$47K +187 +8%
COI
1221
Capital One Investing
Virginia
$662K +$662K +2,630 New
AWM
1222
Alterna Wealth Management
Texas
$659K +$659K +2,707 New
NHC
1223
Nicholas Hoffman & Company
Georgia
$654K +$1.51K +6 +0.2%
SCM
1224
Sterling Capital Management
North Carolina
$652K – – –
BA
1225
BKS Advisors
Michigan
$649K -$71K -282 -10%
47 48
49
50 51