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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 %
ANBT
1326
American National Bank & Trust
Texas
$230K – – –
CGT
1327
Capital Guardian Trust
California
$228K +$228K +779 New
TD Asset Management
1328
TD Asset Management
Ontario, Canada
$227K -$5.86K -20 -3%
PFC
1329
Personal Financial Consultants
California
$224K +$224K +764 New
BFC
1330
Blue Fin Capital
Rhode Island
$221K +$2.93K +10 +1%
HFA
1331
HC Financial Advisors
California
$220K – – –
SFSG
1332
Stearns Financial Services Group
North Carolina
$218K -$7.6K -26 -3%
PCM
1333
Perritt Capital Management
Illinois
$218K – – –
GG
1334
Greenwood Gearhart
Arkansas
$217K -$8.8K -30 -4%
KTC
1335
Kistler-Tiffany Companies
Pennsylvania
$216K – – –
CWA
1336
Cypress Wealth Advisors
California
$215K – – –
LCM
1337
Liberty Capital Management
Michigan
$213K -$1.17M -4,000 -85%
RM
1338
Resource Management
Louisiana
$213K +$213K +726 New
PGA
1339
Portland Global Advisors
Maine
$213K +$213K +727 New
RW
1340
REDW Wealth
New Mexico
$213K +$213K +729 New
JCM
1341
Jacobi Capital Management
Pennsylvania
$212K -$11.4K -39 -5%
RA
1342
Rational Advisors
New York
$211K +$56.3K +192 +36%
TWM
1343
Torch Wealth Management
Ohio
$211K +$211K +720 New
TCOO
1344
Trust Company of Oklahoma
Oklahoma
$211K +$211K +720 New
NB
1345
NBT Bank
New York
$210K -$9.05K -31 -4%
PD
1346
Planning Directions
Pennsylvania
$208K +$208K +710 New
PAM
1347
Private Asset Management
California
$208K +$208K +711 New
SIM
1348
Sonora Investment Management
Arizona
$207K – – –
CW
1349
CreativeOne Wealth
Kansas
$206K -$20.8K -71 -9%
TNAM
1350
Terra Nova Asset Management
New York
$205K -$303K -1,033 -60%
52 53
54
55 56