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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
176
UBS AM
Illinois
$51M -$521K -1,963 -1%
CCM
177
Coldstream Capital Management
Washington
$50.4M +$17.3M +65,139 +52%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$50M -$2.54M -9,568 -5%
GC
179
Gilbert & Cook
Iowa
$49.2M +$1.14M +4,305 +2%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$48.4M -$1.02M -3,854 -2%
GT
181
Glenview Trust
Kentucky
$48.2M +$800K +3,014 +2%
MB
182
Mizuho Bank
Japan
$47.8M – – –
ONB
183
Old National Bancorp
Indiana
$46.7M +$502K +1,891 +1%
Chevy Chase Trust
184
Chevy Chase Trust
Maryland
$46.6M -$22.2M -83,753 -32%
SIM
185
SSI Investment Management
California
$46.5M +$8.37M +31,522 +22%
MWAC
186
Mariner Wealth Advisors (Cincinnati)
Ohio
$46.2M +$1.7M +6,416 +4%
WA
187
Wealth Architects
California
$45.8M -$2.16M -8,143 -5%
HFBOT
188
Home Federal Bank of Tennessee
Tennessee
$45.7M +$540K +2,036 +1%
AII
189
AGF Investments Inc
Ontario, Canada
$45.6M -$26.5M -100,000 -37%
CWM
190
Cahaba Wealth Management
Georgia
$45.5M +$3.97M +15,323 +10%
DADC
191
D.A. Davidson & Co
Montana
$45.1M +$1.41M +5,323 +3%
WAM
192
Watermark Asset Management
California
$44.7M -$549K -2,069 -1%
TLIC
193
Taiyo Life Insurance Company
Japan
$44.1M – – –
WMA
194
White Mountains Advisors
Connecticut
$44M -$9.5M -35,800 -18%
CC
195
Courier Capital
New York
$44M -$10.9K -41 -0%
CPO
196
Cerity Partners OCIO
New York
$43.7M -$368K -1,388 -0.8%
FA
197
Fiducient Advisors
Illinois
$43.2M -$3.16M -11,904 -7%
CAN
198
Cetera Advisor Networks
California
$43.2M +$9.5M +35,781 +28%
FWCM
199
Ferguson Wellman Capital Management
Oregon
$43.1M -$342K -1,290 -0.8%
JWM
200
Janiczek Wealth Management
Colorado
$42.9M -$11.7M -44,211 -21%
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