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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 %
BC
1526
Barnett & Company
Tennessee
$149K – – –
EWA
1527
Evolution Wealth Advisors
Florida
$147K +$147K +583 New
NSB
1528
Norway Savings Bank
Maine
$146K -$3.77K -15 -3%
SFA
1529
Semmax Financial Advisors
North Carolina
$142K +$142K +565 New
UB
1530
UMB Bank
Missouri
$132K -$584 -2,321 -0.4%
LWS
1531
Lucia Wealth Services
California
$132K -$12.6K -50 -9%
CHC
1532
City Holding Co
West Virginia
$129K – – –
PAI
1533
Pittenger & Anderson Inc
Nebraska
$128K +$87.1K +347 +213%
SFFS
1534
Stonehage Fleming Financial Services
Jersey
$124K – – –
LFASL
1535
Lugano Financial Advisors SA (LFA)
Switzerland
$123K – – –
CAM
1536
Close Asset Management
United Kingdom
$118K -$775K -3,284 -87%
CA
1537
Centerpoint Advisors
Massachusetts
$116K +$115K +457 +15,233%
FFIC
1538
First Fiduciary Investment Counsel
Ohio
$114K +$114K +456 New
AAP
1539
Arax Advisory Partners
Colorado
$110K +$34.6K +137 +46%
CHP
1540
Cable Hill Partners
Oregon
$107K – – –
AWMS
1541
Advocacy Wealth Management Services
Georgia
$106K -$169K -673 -61%
EWM
1542
Edge Wealth Management
New York
$106K -$25.2K -100 -19%
FRA
1543
Front Row Advisors
California
$103K +$502 +2 +0.5%
ACA
1544
Atlas Capital Advisors
Wyoming
$102K – – –
VNA
1545
Valley National Advisers
Pennsylvania
$101K – – –
FANJ
1546
Financial Architects (New Jersey)
New Jersey
$100K -$53.1K -211 -35%
AA
1547
AlphaMark Advisors
Kentucky
$95K -$115K -457 -55%
THWM
1548
Taylor Hoffman Wealth Management
Virginia
$95K – – –
RPG
1549
Risk Paradigm Group
Texas
$91.6K -$47.6K -189 -34%
CWA
1550
Clarus Wealth Advisors
Arizona
$91K -$276K -1,102 -75%
60 61
62
63 64