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iShares Core S&P 500 ETF
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Overview Fund Activity

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M

Top Buyers

1
Squarepoint
Squarepoint
New York
$3.79B
2
Truist Financial
Truist Financial
North Carolina
$1.36B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.45B
4
AAS
Avantax Advisory Services
Texas
$368M
5
JGC
J. Goldman & Co
New York
$240M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.06B
2
BlackRock
BlackRock
New York
$17.4B
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
Wells Fargo
Wells Fargo
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
ALPS Advisors
Colorado
$55.5M -$2.03M -6,275 -4%
MLIC
227
Mandatum Life Insurance Company
Finland
$55.3M -$16M -49,514 -22%
LNC
228
Lincoln National Corp
Pennsylvania
$55.3M +$6.57M +20,314 +13%
BAC
229
Boys Arnold & Co
North Carolina
$55.2M +$2.68M +8,302 +5%
CA
230
Cambridge Associates
Massachusetts
$55M -$4.09M -12,647 -7%
JWM
231
Janiczek Wealth Management
Colorado
$55M -$1.57M -4,860 -3%
PWA
232
Physician Wealth Advisors
Utah
$53.9M +$1.08M +3,267 +2%
TCM
233
Twele Capital Management
Minnesota
$53.4M +$1.22M +3,759 +2%
SLI
234
Sumitomo Life Insurance
Japan
$53.3M – – –
LPT
235
Legacy Private Trust
Wisconsin
$53.1M +$8.81M +27,251 +20%
RCM
236
Requisite Capital Management
Texas
$53M +$7.82M +24,189 +17%
GC
237
Grimes & Company
Massachusetts
$52.4M +$2.94M +9,082 +6%
LGWM
238
Litman Gregory Wealth Management
California
$51.4M +$2.95M +9,140 +6%
MB
239
MUFG Bank
Japan
$51.1M +$51.1M +158,000 New
HCA
240
Heck Capital Advisors
Wisconsin
$51M +$17.9M +55,509 +54%
NVCHI
241
New Vernon Capital Holdings II
New Jersey
$50.1M +$5.95M +18,403 +13%
TF
242
TimeScale Financial
Massachusetts
$50M +$5.9M +18,263 +13%
NCM
243
Narwhal Capital Management
Georgia
$49.5M +$1.78M +5,509 +4%
PWLP
244
Prio Wealth Limited Partnership
Massachusetts
$49.5M +$8.13M +25,149 +20%
DADC
245
D.A. Davidson & Co
Montana
$48.9M +$2.04M +6,302 +4%
WA
246
Wealth Architects
California
$48.8M -$1.09M -3,369 -2%
GT
247
Glenmede Trust
Pennsylvania
$48.7M +$798K +2,470 +2%
VOYA Investment Management
248
VOYA Investment Management
Georgia
$48.6M -$1.54M -4,778 -3%
BF
249
BOK Financial
Oklahoma
$47.9M -$11.2M -34,776 -19%
TLIC
250
Taiyo Life Insurance Company
Japan
$47.5M – – –
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