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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 %
CWM
1301
Circle Wealth Management
New Jersey
$256K +$1.46K +5 +0.6%
AC
1302
Avestar Capital
New York
$255K -$95.7K -334 -27%
PS
1303
Portfolio Solutions
Michigan
$255K – – –
QCM
1304
Quadrant Capital Management
New Jersey
$254K +$254K +868 New
CPA
1305
Clear Perspective Advisors
Illinois
$252K +$122K +418 +94%
CAL
1306
Capital Advisors Ltd
Ohio
$249K -$16.7K -57 -6%
HHAA
1307
Henry H. Armstrong Associates
Pennsylvania
$249K +$249K +851 New
PA
1308
Paracle Advisors
Washington
$247K – – –
FBA
1309
Front Barnett Associates
Illinois
$246K – – –
Kovitz Investment Group Partners
1310
Kovitz Investment Group Partners
Illinois
$244K -$130K -444 -35%
AA
1311
AlphaMark Advisors
Kentucky
$244K +$3.22K +11 +1%
PWA
1312
Providence Wealth Advisors
Illinois
$242K +$242K +828 New
AWE
1313
Avidian Wealth Enterprises
Texas
$241K -$44.4K -152 -16%
SL
1314
Summitry LLC
California
$239K – – –
BFS
1315
Bradley Foster & Sargent
Connecticut
$239K – – –
CAW
1316
Cornerstone Advisors (Washington)
Washington
$239K – – –
WF
1317
WealthTrust Fairport
Ohio
$238K -$2.22M -7,603 -90%
MIM
1318
Marco Investment Management
Georgia
$236K – – –
AWS
1319
AJ Wealth Strategies
New York
$236K +$236K +805 New
MA
1320
MANA Advisors
New York
$234K -$58.8K -201 -20%
NCM
1321
Neumann Capital Management
California
$234K – – –
VDFA
1322
Vickerman & Driscoll Financial Advisors
Washington
$234K +$9.97K +34 +4%
MC
1323
Moors & Cabot
Massachusetts
$233K – – –
TP
1324
Truvvo Partners
New York
$232K – – –
BWM
1325
Baystate Wealth Management
Massachusetts
$231K +$231K +825 New
51 52
53
54 55