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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 %
RCM
251
Requisite Capital Management
Texas
$41.7M -$8.47M -28,384 -17%
Chevy Chase Trust
252
Chevy Chase Trust
Maryland
$41.2M -$20.8M -69,614 -34%
PP
253
Pegasus Partners
Wisconsin
$41.2M -$1.32M -4,415 -3%
MIH
254
Madison Investment Holdings
Wisconsin
$41M -$36.9M -123,717 -47%
LPT
255
Legacy Private Trust
Wisconsin
$40.9M +$14M +46,943 +52%
NVCHI
256
New Vernon Capital Holdings II
New Jersey
$40.8M -$3.89M -13,038 -9%
TF
257
TimeScale Financial
Massachusetts
$40.7M +$4.65M +15,593 +13%
MFG
258
Magnus Financial Group
New York
$40.3M -$28.1K -94 -0.1%
ONB
259
Old National Bancorp
Indiana
$40.2M -$1.76M -5,899 -4%
FWCM
260
Ferguson Wellman Capital Management
Oregon
$39.9M -$1.25M -4,198 -3%
SIM
261
Strategic Investment Management
Virginia
$39.7M – – –
CS
262
Comerica Securities
Michigan
$39.3M -$17.4M -58,158 -31%
KFS
263
Kelly Financial Services
Massachusetts
$38.9M -$8.37M -28,030 -18%
EIA
264
Eldridge Investment Advisors
New Hampshire
$38.9M -$3.26M -10,936 -8%
CWM
265
Cornerstone Wealth Management
Missouri
$38.4M -$134K -448 -0.3%
HS
266
Horan Securities
United States
$38.4M +$518K +1,734 +1%
FNBT
267
FineMark National Bank & Trust
Florida
$38.3M +$1.84M +6,177 +5%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$38.2M +$2.63M +8,803 +7%
APSP
269
Asset Planning Services (Pennsylvania)
Pennsylvania
$38.2M +$199K +666 +0.5%
PWLP
270
Prio Wealth Limited Partnership
Massachusetts
$38.2M +$2.54M +8,515 +7%
CAM
271
Chandler Asset Management
California
$38.1M +$12.1M +40,475 +46%
CFIA
272
Cantor Fitzgerald Investment Advisors
New York
$38.1M +$10.7M +35,958 +39%
HCMT
273
Highland Capital Management (Tennessee)
Tennessee
$38M +$616K +2,063 +2%
FAIM
274
Financial Advocates Investment Management
Washington
$37.9M -$1.29M -4,337 -3%
RWM
275
RKL Wealth Management
Pennsylvania
$37.7M +$98.2K +329 +0.3%
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