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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 %
BFPW
126
BOK Financial Private Wealth
Colorado
$96.3M +$37.6M +149,445 +64%
CCMG
127
Clark Capital Management Group
Pennsylvania
$96M +$95.3M +378,567 +13,382%
JGC
128
J. Goldman & Co
New York
$93.2M – – –
MWP
129
MYCIO Wealth Partners
Pennsylvania
$93M -$1.16M -4,615 -1%
GBBWRPM
130
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$92.9M -$20M -79,518 -18%
UOC
131
University of Chicago
Illinois
$89.6M – – –
BTS
132
BB&T Securities
Virginia
$88.2M +$34M +135,271 +63%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$84.6M -$4.97M -19,760 -6%
BS
134
Bessemer Securities
New York
$83.7M +$83.7M +332,761 New
SPC
135
Sigma Planning Corp
Michigan
$80.9M +$8.62M +34,251 +12%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$79.7M +$33.6M +133,683 +73%
LW
137
Linscomb Wealth
Texas
$79.5M -$535K -2,128 -0.7%
TFO
138
Tarbox Family Office
California
$78.9M +$1.47M +5,835 +2%
MA
139
MUFG Americas
New York
$77.6M +$5.7M +22,651 +8%
MCM
140
MAI Capital Management
Ohio
$76.6M +$6.39M +25,415 +9%
KA
141
Klingman & Associates
New York
$73.6M +$6.6M +26,244 +10%
TAM
142
Tiverton Asset Management
Delaware
$69.8M – – –
Baird Financial Group
143
Baird Financial Group
Wisconsin
$69.7M +$18.5M +73,651 +36%
CI
144
Conning Inc
Connecticut
$69.1M -$1.95M -7,736 -3%
Axa
145
Axa
France
$68.8M -$1.19M -4,721 -2%
DIM
146
Delta Investment Management
California
$68.7M +$68.7M +272,921 New
AII
147
AGF Investments Inc
Ontario, Canada
$68M +$24.7M +98,331 +57%
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$67.5M +$1.76M +7,000 +3%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$66.8M -$13.2M -52,607 -17%
MFBTD
150
MB Financial Bank - Trust Department
Illinois
$66.6M +$12M +47,508 +22%
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