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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 %
FIA
1626
Foundations Investment Advisors
Arizona
– -$2.11M -7,211 Closed
CL
1627
Cabana LLC
Arkansas
– -$2.09M -7,122 Closed
PWP
1628
Private Wealth Partners
California
– -$889K -3,036 Closed
NPA
1629
Nichols & Pratt Advisers
Massachusetts
– -$372K -3,035 Closed
IP
1630
Intellectus Partners
California
– -$881K -2,998 Closed
PCM
1631
Poehling Capital Management
Wisconsin
– -$849K -2,900 Closed
TSS
1632
Two Sigma Securities
New York
– -$757K -2,586 Closed
SLT
1633
St Louis Trust
Missouri
– -$694K -2,370 Closed
Invesco
1634
Invesco
Georgia
– -$691K -2,359 Closed
CAS
1635
Cue Advisory Services
Arizona
– -$637K -2,177 Closed
FAM
1636
Flaharty Asset Management
Florida
– -$560K -1,905 Closed
NI
1637
NFC Investments
Tennessee
– -$512K -1,750 Closed
HF
1638
HRT Financial
New York
– -$461K -1,577 Closed
AP
1639
Advisor Partners
California
– -$415K -1,418 Closed
CCA
1640
Conservest Capital Advisors
Pennsylvania
– -$381K -1,301 Closed
LRPA
1641
L. Roy Papp & Associates
Arizona
– -$336K -1,148 Closed
LFS
1642
Legacy Financial Strategies
Kansas
– -$292K -1,065 Closed
CFA
1643
Capstone Financial Advisors
Illinois
– -$280K -958 Closed
SC
1644
Searle & Co
Connecticut
– -$278K -950 Closed
KFA
1645
Kays Financial Advisory
Georgia
– -$269K -919 Closed
FCIM
1646
Fairview Capital Investment Management
California
– -$261K -892 Closed
CWM
1647
Circle Wealth Management
New Jersey
– -$256K -876 Closed
PS
1648
Portfolio Solutions
Michigan
– -$255K -867 Closed
Kovitz Investment Group Partners
1649
Kovitz Investment Group Partners
Illinois
– -$244K -832 Closed
PWA
1650
Providence Wealth Advisors
Illinois
– -$242K -828 Closed
64 65
66
67 68