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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 %
BFS
1651
Bradley Foster & Sargent
Connecticut
– -$239K -817 Closed
MIM
1652
Marco Investment Management
Georgia
– -$236K -805 Closed
MA
1653
MANA Advisors
New York
– -$234K -800 Closed
VDFA
1654
Vickerman & Driscoll Financial Advisors
Washington
– -$234K -798 Closed
MC
1655
Moors & Cabot
Massachusetts
– -$233K -795 Closed
TP
1656
Truvvo Partners
New York
– -$232K -790 Closed
CGT
1657
Capital Guardian Trust
California
– -$228K -779 Closed
PFC
1658
Personal Financial Consultants
California
– -$224K -764 Closed
HFA
1659
HC Financial Advisors
California
– -$220K -751 Closed
PCM
1660
Perritt Capital Management
Illinois
– -$218K -745 Closed
CWA
1661
Cypress Wealth Advisors
California
– -$215K -736 Closed
RM
1662
Resource Management
Louisiana
– -$213K -726 Closed
TWM
1663
Torch Wealth Management
Ohio
– -$211K -720 Closed
TCOO
1664
Trust Company of Oklahoma
Oklahoma
– -$211K -720 Closed
NB
1665
NBT Bank
New York
– -$210K -719 Closed
PAM
1666
Private Asset Management
California
– -$208K -711 Closed
PD
1667
Planning Directions
Pennsylvania
– -$208K -710 Closed
PCM
1668
Pointe Capital Management
Michigan
– -$205K -701 Closed
TNAM
1669
Terra Nova Asset Management
New York
– -$205K -700 Closed
KCPG
1670
Kavar Capital Partners Group
Kansas
– -$205K -699 Closed
KJWM
1671
Kiley Juergens Wealth Management
Washington
– -$152K -520 Closed
ML
1672
McAdam LLC
Pennsylvania
– -$135K -460 Closed
SCA
1673
Stuart Chaussee & Associates
California
– -$70K -238 Closed
WA
1674
WP Advisors
California
– -$60K -205 Closed
PS
1675
Portfolio Strategies
New York
– -$34K -117 Closed
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