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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 %
CW
1401
CreativeOne Wealth
Kansas
$318K +$141K +560 +80%
9WM
1402
9258 Wealth Management
Ohio
$317K +$317K +1,260 New
SWA
1403
Sutton Wealth Advisors
Florida
$314K – – –
ISL
1404
Ingalls & Snyder LLC
New York
$314K – – –
VWM
1405
Valley Wealth Managers
New Jersey
$314K +$314K +1,247 New
AHC
1406
Adell Harriman & Carpenter
Texas
$314K +$12.8K +51 +4%
HFA
1407
Huber Financial Advisors
Illinois
$313K +$1.01K +4 +0.3%
GF
1408
Goodman Financial
Texas
$312K – – –
P
1409
&Partners
Tennessee
$311K +$311K +1,236 New
LG
1410
Leuthold Group
Minnesota
$310K – – –
SIA
1411
Strategic Investment Advisors
Michigan
$308K +$308K +1,223 New
DWM
1412
Darwin Wealth Management
Florida
$306K -$92.5K -367 -23%
MM
1413
Main Management
California
$306K – – –
MWM
1414
Meridian Wealth Management
Kentucky
$305K -$60.6K -241 -17%
CA
1415
Cambridge Advisors
Nebraska
$305K +$4.78K +19 +2%
VST
1416
Van Strum & Towne
California
$303K – – –
CS
1417
Cannell & Spears
New York
$302K +$69K +274 +30%
FSA
1418
Fort Sheridan Advisors
Illinois
$302K +$302K +1,200 New
HDIM
1419
Hanson & Doremus Investment Management
Vermont
$296K – – –
AIM
1420
Avity Investment Management
Connecticut
$294K – – –
TTWM
1421
TCV Trust & Wealth Management
Virginia
$293K -$56.3K -224 -16%
AP
1422
Atwood & Palmer
Missouri
$293K – – –
JFM
1423
Jackson Financial Management
California
$293K +$24.2K +96 +9%
AWA
1424
Acorn Wealth Advisors
Michigan
$291K +$1.81K +7 +0.6%
WAS
1425
WESPAC Advisors SoCal
California
$289K -$95K – –
55 56
57
58 59