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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 %
SVWA
1301
Sound View Wealth Advisors
Georgia
$481K +$481K +1,912 New
LA
1302
Leonetti & Associates
Illinois
$478K -$26.7K -106 -5%
AIS
1303
American Investment Services
Massachusetts
$477K +$138K +549 +41%
SIAS
1304
Shine Investment Advisory Services
Colorado
$474K – – –
FVCM
1305
F&V Capital Management
Florida
$465K – – –
AT
1306
Arden Trust
Delaware
$465K – – –
MIG
1307
McGuire Investment Group
Rhode Island
$464K +$1.51K +6 +0.3%
SWP
1308
Strategic Wealth Partners
Ohio
$460K -$43.9K -167 -9%
BMA
1309
Brooks Moore & Associates
Tennessee
$459K +$459K +1,825 New
OSNBOA
1310
Old Second National Bank of Aurora
Illinois
$453K – – –
MSS
1311
Mitchell Sinkler & Starr
Pennsylvania
$453K – – –
MFM
1312
Mirsky Financial Management
New York
$452K +$452K +1,796 New
JSA
1313
Jacobson & Schmitt Advisors
Wisconsin
$451K -$4.53K -18 -1%
MLL
1314
Moody Lynn & Lieberson
Massachusetts
$447K – – –
HCM
1315
Horan Capital Management
Maryland
$447K +$21.4K +85 +5%
Mackenzie Financial
1316
Mackenzie Financial
Ontario, Canada
$440K +$183K +727 +71%
PCM
1317
Princeton Capital Management
New Jersey
$440K +$440K +1,750 New
RE
1318
RBC Europe
United Kingdom
$434K – – –
BWFA
1319
Baltimore-Washington Financial Advisors
Maryland
$433K +$183K +745 +73%
LJHT
1320
Laurie J. Hall Trustee
$432K -$165K -600 -28%
PWP
1321
Principle Wealth Partners
Connecticut
$432K +$432K +1,717 New
HFA
1322
Hoover Financial Advisors
Pennsylvania
$426K +$426K +1,694 New
HS
1323
Horan Securities
United States
$425K -$2.96M -11,440 -87%
RC
1324
Roundview Capital
New Jersey
$423K -$6.8K -27 -2%
WA
1325
Winfield Associates
Ohio
$421K +$85.5K +340 +25%
51 52
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