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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 %
FUBT
1451
First United Bank & Trust
Maryland
$259K – – –
LWA
1452
Lenox Wealth Advisors
New York
$258K +$175K +696 +212%
AWA
1453
ARS Wealth Advisors
Florida
$257K – – –
GWA
1454
Guidant Wealth Advisors
Illinois
$257K +$257K +1,023 New
QCM
1455
Quadrant Capital Management
New Jersey
$256K +$37.7K +150 +17%
KPCM
1456
Kings Point Capital Management
New York
$253K -$56.9K -226 -18%
KFS
1457
Kurt F. Somerville
$252K -$352K -1,398 -58%
BHBT
1458
Burke & Herbert Bank & Trust
Virginia
$252K – – –
HPC
1459
Hobart Private Capital
North Carolina
$252K -$95.6K -380 -28%
ONST
1460
Old North State Trust
North Carolina
$251K -$48.2K -192 -16%
GHAM
1461
Gilman Hill Asset Management
Connecticut
$251K – – –
Nomura Asset Management
1462
Nomura Asset Management
Japan
$249K – – –
VAM
1463
Verity Asset Management
North Carolina
$249K – – –
SIM
1464
Sigma Investment Management
Oregon
$248K – – –
NCM
1465
Northwest Capital Management
Oregon
$248K – – –
LRIA
1466
Leonard Rickey Investment Advisors
Washington
$247K +$18.4K +73 +8%
PFGIA
1467
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$7.55K +30 +3%
WPP
1468
Whalerock Point Partners
Rhode Island
$245K +$245K +972 New
MMPW
1469
Mitchell McLeod Pugh & Williams
Alabama
$242K -$7.06K -28 -3%
First Manhattan
1470
First Manhattan
New York
$242K +$98.8K +393 +69%
RCS
1471
Retirement Capital Strategies
California
$240K -$748K -2,977 -76%
OA
1472
Oxbow Advisors
Texas
$240K +$240K +954 New
ODIJL
1473
One Day In July LLC
Vermont
$240K +$240K +955 New
DSAM
1474
Dock Street Asset Management
Florida
$238K – – –
TA
1475
TFG Advisers
Michigan
$235K +$235K +936 New
57 58
59
60 61