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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 %
VC
176
Vicus Capital
Pennsylvania
$54.5M +$1.75M +6,942 +3%
3AM
177
3EDGE Asset Management
Florida
$53.7M +$53.7M +213,532 New
A
178
AdvicePeriod
California
$53.4M +$579K +2,303 +1%
GC
179
Gilbert & Cook
Iowa
$53.2M +$2.26M +8,969 +4%
AA
180
ALPS Advisors
Colorado
$53.2M -$15.2M -60,502 -22%
SC
181
Stratford Consulting
Texas
$52.8M -$530K -2,107 -1%
CIM
182
CIM Investment Management
Pennsylvania
$52.8M +$3.75M +14,889 +8%
CS
183
Comerica Securities
Michigan
$52.5M +$6.11M +24,242 +13%
SIMM
184
Stillwater Investment Management (Minnesota)
Minnesota
$52.5M +$957K +3,803 +2%
RWP
185
RWA Wealth Partners
Massachusetts
$51.8M -$23.8M -94,419 -31%
MA
186
Montag & Associates
Georgia
$51.5M -$5.07M -20,133 -9%
AGA
187
Accuvest Global Advisors
Utah
$51.1M +$37.3M +148,216 +269%
MIH
188
Meitav Investment House
Israel
$50.8M +$50.1M +199,038 +7,511%
FMI
189
Fiduciary Management Inc
Wisconsin
$50.7M +$50.2M +199,677 +11,711%
GT
190
Glenview Trust
Kentucky
$50.5M +$2.41M +9,593 +5%
TMNFIC
191
Tokio Marine & Nichido Fire Insurance Company
Japan
$50.3M – – –
CA
192
Cetera Advisors
Colorado
$49.8M -$5.5M -21,833 -10%
RWM
193
Rezny Wealth Management
Florida
$49.7M +$26.8M +106,446 +117%
GWM
194
Geneos Wealth Management
Colorado
$49.4M -$7.1M -28,177 -13%
WBG
195
Wharton Business Group
Pennsylvania
$48.3M +$189K +753 +0.4%
Stifel Financial
196
Stifel Financial
Missouri
$48M +$15M +59,501 +45%
HFS
197
HL Financial Services
Kentucky
$47.9M +$14.1M +55,974 +42%
SSB
198
Sandy Spring Bank
Maryland
$47.4M +$4.3M +17,075 +10%
DADC
199
D.A. Davidson & Co
Montana
$47.4M +$5.43M +21,563 +13%
CCM
200
Coldstream Capital Management
Washington
$47.4M -$9.34M -37,117 -16%
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