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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 %
OCM
1326
Orser Capital Management
Texas
$419K – – –
EGWAG
1327
Elwood & Goetz Wealth Advisory Group
Georgia
$419K +$419K +1,667 New
IIA
1328
IPG Investment Advisors
California
$413K +$413K +1,643 New
BAM
1329
Barrett Asset Management
New York
$412K -$17.8K -71 -4%
TIA
1330
Tiemann Investment Advisors
California
$410K +$11.3K +45 +3%
CP
1331
Covenant Partners
Tennessee
$405K +$405K +1,610 New
AAIM
1332
Asset Advisors Investment Management
Georgia
$404K – – –
ESB
1333
Essex Savings Bank
Connecticut
$402K +$402K +1,599 New
GG
1334
GenWealth Group
New Jersey
$400K -$10.1M -40,183 -96%
MPMG
1335
Minneapolis Portfolio Management Group
Minnesota
$398K +$398K +1,580 New
NCM
1336
Niemann Capital Management
Nevada
$394K +$394K +1,565 New
AIA
1337
Angeles Investment Advisors
California
$393K +$393K +1,563 New
Schroder Investment Management Group
1338
Schroder Investment Management Group
United Kingdom
$392K -$36.6K -145,439 -9%
CCT
1339
Capital City Trust
Florida
$386K – – –
SAM
1340
Seelaus Asset Management
New Jersey
$385K -$50.8K -202 -12%
ODCM
1341
Old Dominion Capital Management
Virginia
$385K -$25.2K -100 -6%
W
1342
WealthOne
New York
$384K +$384K +1,526 New
LDB
1343
Lee, Danner & Bass
Tennessee
$382K +$6.03K +24 +2%
CB
1344
CNB Bank
Pennsylvania
$379K +$1.51K +6 +0.4%
HCM
1345
HM Capital Management
Missouri
$378K +$5.03K +20 +1%
OWA
1346
Outlook Wealth Advisors
Texas
$378K +$378K +150 New
Russell Investments Group
1347
Russell Investments Group
United Kingdom
$377K -$151K -600 -29%
MAA
1348
Matrix Asset Advisors
New York
$375K +$12.6K +50 +3%
RAM
1349
Redmond Asset Management
Virginia
$375K +$38.3K +152 +11%
LRIC
1350
Long Road Investment Counsel
Michigan
$374K – – –
52 53
54
55 56