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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 %
BWAM
1226
Boyd Watterson Asset Management
Ohio
$643K +$60.9K +242 +10%
AIM
1227
Astor Investment Management
Illinois
$641K +$641K +2,551 New
PT
1228
Plimoth Trust
Massachusetts
$640K +$640K +2,545 New
AUB
1229
Atlantic Union Bankshares
Virginia
$635K – – –
LPIC
1230
LeJeune Puetz Investment Counsel
Michigan
$633K +$102K +404 +19%
TNBTD
1231
Trustmark National Bank Trust Department
Mississippi
$631K – – –
GHA
1232
GW Henssler & Associates
Georgia
$627K +$15.3K +61 +3%
EGA
1233
Eagle Global Advisors
Texas
$627K +$627K +2,490 New
RCA
1234
Rowland Carmichael Advisors
Arizona
$622K +$392K +1,556 +170%
BFO
1235
Boston Family Office
Massachusetts
$621K +$10.1K +40 +2%
CCB
1236
Cutter & Co Brokerage
Missouri
$619K +$168K +668 +37%
SFWA
1237
Summit Financial Wealth Advisors
Louisiana
$618K -$190K -756 -24%
BTW
1238
Boston Trust Walden
Massachusetts
$618K – – –
FAN
1239
Financial Advisors Network
California
$617K +$617K +2,452 New
IC
1240
Inscription Capital
Texas
$614K +$614K +2,439 New
CBN
1241
Cadence Bank NA
Texas
$611K -$10.8K -43 -2%
EB
1242
Eastern Bank
Massachusetts
$610K -$9.57K -38 -2%
WT
1243
Washington Trust
Rhode Island
$609K -$217K -861 -26%
PAMG
1244
Patton Albertson Miller Group
Tennessee
$608K +$156K +573 +34%
PFA
1245
Pathway Financial Advisors
Vermont
$599K – – –
LC
1246
LCNB Corp
Ohio
$599K +$15.1K +60 +3%
TH
1247
TCTC Holdings
Texas
$595K +$12.6K +50 +2%
APC
1248
Aspire Private Capital
North Carolina
$594K +$594K +2,362 New
MCM
1249
Mengis Capital Management
Oregon
$589K -$25.1K -100 -4%
BCM
1250
BTR Capital Management
California
$587K – – –
48 49
50
51 52