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iShares Core S&P 500 ETF
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Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
1351
Balentine LLC
Georgia
$57K +$57K +210 New
WA
1352
WP Advisors
California
$56K +$56K +204 New
PCP
1353
Proficio Capital Partners
Massachusetts
$54K – – –
HR
1354
Howe & Rusling
New York
$46K +$46K +170 New
Canada Life
1355
Canada Life
Manitoba, Canada
$41K +$41K +150 New
PCTC
1356
Perkins Coie Trust Company
Washington
$40K – – –
CWM
1357
Catamount Wealth Management
Connecticut
$37K – – –
GTAM
1358
Global Trust Asset Management
Florida
$35K – – –
AWMS
1359
Advocacy Wealth Management Services
Georgia
$34K – – –
PS
1360
Portfolio Strategies
New York
$32K – – –
NA
1361
NewEdge Advisors
Louisiana
$30.3K +$3.76K +13,738 +14%
LIA
1362
LS Investment Advisors
Michigan
$29K – – –
HFM
1363
Hartford Financial Management
Connecticut
$29K +$29K +107 New
OIA
1364
Optimum Investment Advisors
Illinois
$27K – – –
FMTCOCP
1365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K – – –
PSC
1366
Prentiss Smith & Co
Vermont
$23K – – –
ACS
1367
Archford Capital Strategies
Illinois
$22K -$53.1K -193 -71%
IGGA
1368
Iron Gate Global Advisors
Utah
$21K +$21K +76 New
GCM
1369
Gables Capital Management
Florida
$21K +$21K +76 New
CBT
1370
Capital Bank & Trust
California
$20K +$20K +75 New
TA
1371
Townsend & Associates
Colorado
$19K -$10.6K -38 -36%
SAM
1372
Shamrock Asset Management
Texas
$19K – – –
LWA
1373
Lowe Wealth Advisors
Maryland
$18K – – –
PFSC
1374
Peoples Financial Services Corp
Pennsylvania
$17K – – –
LYV
1375
Live Your Vision
Pennsylvania
$17K +$17K +61 New
53 54
55
56 57