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iShares Core S&P 500 ETF
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Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
226
Boys Arnold & Co
North Carolina
$48.2M +$1.56M +5,259 +3%
TCM
227
Twele Capital Management
Minnesota
$48.2M +$671K +2,249 +1%
LFAS
228
Level Four Advisory Services
Texas
$48M +$2.7M +9,044 +6%
HTC
229
Haverford Trust Company
Pennsylvania
$47.9M +$7.29M +24,415 +18%
BCM
230
Brookstone Capital Management
Illinois
$47.5M -$8.28M -27,741 -15%
TAM
231
Tyers Asset Management
Texas
$47M -$4.01M -13,442 -8%
VOYA Investment Management
232
VOYA Investment Management
Georgia
$46.3M -$139M -466,405 -75%
FAAS
233
First Allied Advisory Services
California
$46.2M -$1.21M -4,067 -3%
WA
234
Wealth Architects
California
$46M -$1.17M -3,904 -2%
GC
235
Grimes & Company
Massachusetts
$45.7M +$3.94M +13,182 +9%
LNC
236
Lincoln National Corp
Pennsylvania
$45M -$5.3M -17,757 -11%
LGWM
237
Litman Gregory Wealth Management
California
$44.7M +$2.82M +9,438 +7%
NCM
238
Narwhal Capital Management
Georgia
$44.1M +$11.1M +37,187 +34%
AWM
239
AE Wealth Management
Kansas
$44M -$44.3M -148,297 -50%
VCM
240
Verger Capital Management
North Carolina
$43.9M -$201K -673 -0.5%
TLIC
241
Taiyo Life Insurance Company
Japan
$43.9M – – –
DA
242
Doliver Advisors
Texas
$43.6M -$5.25M -17,474 -11%
PIM
243
Parker Investment Management
California
$43.5M -$327K -1,095 -0.7%
UBS AM
244
UBS AM
Illinois
$43.3M +$201K +674 +0.5%
DADC
245
D.A. Davidson & Co
Montana
$43.2M +$2.78M +9,320 +7%
AI
246
Atria Investments
North Carolina
$43.2M -$4.11M -13,759 -9%
MMI
247
Matson Money Inc
Ohio
$42.8M +$2M +6,683 +5%
ECM
248
ETrade Capital Management
Virginia
$42.6M +$35.3M +118,382 +486%
AI
249
Accredited Investors
Minnesota
$42.5M +$66.3K +222 +0.2%
DWA
250
Divergent Wealth Advisors
Utah
$42.2M +$8.83M +29,566 +26%
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