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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 %
MPIA
1426
Mountain Pacific Investment Advisers
Idaho
$286K – – –
UBG
1427
United Bank (Georgia)
Georgia
$284K +$284K +1,130 New
AWE
1428
Avidian Wealth Enterprises
Texas
$283K +$75.3K +299 +36%
HFA
1429
High Falls Advisors
New York
$282K -$358K -1,423 -56%
KPW
1430
Kore Private Wealth
New York
$281K +$281K +1,115 New
MG
1431
MilWealth Group
Wisconsin
$280K +$280K +1,114 New
PFM
1432
Peak Financial Management
Massachusetts
$280K +$280K +1,111 New
FM
1433
Foster & Motley
Ohio
$278K +$278K +1,104 New
OI
1434
Oakbrook Investments
Illinois
$277K +$277K +1,100 New
LWM
1435
Lenox Wealth Management
Ohio
$276K +$36.1K +143 +15%
LWANC
1436
Laurel Wealth Advisors (North Carolina)
North Carolina
$276K +$276K +1,095 New
HCA
1437
Harbour Capital Advisors
Virginia
$276K +$276K +1,098 New
BCA
1438
Berman Capital Advisors
Georgia
$275K -$300K -1,194 -52%
FEM
1439
Fulcrum Equity Management
Texas
$274K +$274K +1,090 New
ST
1440
Spinnaker Trust
Maine
$273K +$4.02K +16 +1%
AA
1441
Apriem Advisors
California
$272K +$37.8K +150 +16%
DIA
1442
Dana Investment Advisors
Wisconsin
$270K +$270K +1,072 New
SMH
1443
Sanders Morris Harris
Texas
$269K -$3.77K -15 -1%
VCA
1444
Verdence Capital Advisors
Maryland
$269K +$269K +1,068 New
BMC
1445
Benin Management Corp
Connecticut
$266K – – –
CPC
1446
Congress Park Capital
New York
$263K +$14.6K +58 +6%
AIA
1447
Alera Investment Advisors
Illinois
$263K +$263K +1,046 New
CM
1448
Churchill Management
California
$260K +$9.3K +37 +4%
HIM
1449
Hotaling Investment Management
Pennsylvania
$260K +$260K +1,032 New
VRM
1450
Vectors Research Management
New York
$259K -$107K -427 -29%
56 57
58
59 60