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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 %
SCM
1501
Stonehearth Capital Management
Massachusetts
$210K +$210K +836 New
LBD
1502
Landsberg Bennett & Dubbaneh
Florida
$206K +$206K +818 New
GG
1503
Greenwood Gearhart
Arkansas
$204K +$17.6K +70 +9%
AF
1504
Arrow Financial
New York
$203K -$18.8K -75 -8%
SIM
1505
Sonora Investment Management
Arizona
$203K +$25.2K +100 +14%
FMTC
1506
Farmers & Merchants Trust Company
California
$202K +$202K +802 New
EDRH
1507
Edmond de Rothschild Holding
Switzerland
$201K -$23.9K -95 -11%
NCM
1508
Neumann Capital Management
California
$201K – – –
ANBT
1509
American National Bank & Trust
Texas
$198K – – –
KTC
1510
Kistler-Tiffany Companies
Pennsylvania
$196K +$10.1K +40 +5%
RA
1511
Rational Advisors
New York
$189K +$8.04K +32 +4%
QCIG
1512
Quad-Cities Investment Group
Iowa
$187K +$45.5K +180 +32%
JCM
1513
Jacobi Capital Management
Pennsylvania
$184K +$1.76K +7 +1%
RAM
1514
Riggs Asset Management
Pennsylvania
$174K – – –
WEC
1515
Winslow Evans & Crocker
Massachusetts
$174K – – –
Canada Life
1516
Canada Life
Manitoba, Canada
$174K +$104K +451 +149%
FPB
1517
First PREMIER Bank
South Dakota
$172K +$9.07K +36 +6%
WF
1518
WealthTrust Fairport
Ohio
$168K -$36.4K -145 -18%
CJA
1519
C-J Advisory
California
$161K +$1.51K +6 +0.9%
CA
1520
Claro Advisors
Massachusetts
$161K +$161K +550 New
RFM
1521
Royal Fund Management
Florida
$158K +$12K +48 +8%
AWM
1522
AllSquare Wealth Management
New York
$157K – – –
CBT
1523
Capital Bank & Trust
California
$152K +$133K +531 +708%
AIC
1524
Archer Investment Corporation
Indiana
$151K +$151K +600 New
APW
1525
Acima Private Wealth
Virginia
$150K +$150K +597 New
59 60
61
62 63