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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 %
Nuveen Asset Management
276
Nuveen Asset Management
Illinois
$37.1M +$618K +2,070 +2%
APA
277
American Portfolios Advisors
New York
$36.6M +$4.39M +14,722 +14%
MFW
278
Meristem Family Wealth
Minnesota
$36.5M +$18.8M +62,887 +106%
PP
279
Palladium Partners
Virginia
$36.2M +$1.1M +3,761 +3%
MA
280
Mutual Advisors
Nebraska
$36M +$885K +2,965 +3%
BOCM
281
Bontempo Ohly Capital Management
Maryland
$35.8M +$85.4K +286 +0.2%
EHPM
282
Emery Howard Portfolio Management
California
$35.5M +$126K +423 +0.4%
WS
283
Wela Strategies
Georgia
$34.9M -$4.3M -14,419 -11%
EIG
284
Ellenbecker Investment Group
Wisconsin
$34.9M +$1.9M +6,381 +6%
WMA
285
White Mountains Advisors
Connecticut
$34.5M – – –
GHCM
286
Glen Harbor Capital Management
California
$34.2M -$2.92M -9,776 -8%
PA
287
Parallel Advisors
California
$33.9M -$2.2M -7,376 -6%
CAM
288
Cresset Asset Management
Illinois
$33.9M +$4.39M +14,693 +15%
CNHF
289
Conrad N. Hilton Foundation
California
$33.8M +$21M +70,202 +164%
KWMG
290
King Wealth Management Group
Florida
$33.6M +$2.58M +8,627 +8%
FCFC
291
First Commonwealth Financial Corp
Pennsylvania
$33.6M +$1.82M +6,089 +6%
FPGK
292
Financial Partners Group (Kansas)
Kansas
$33.6M +$5.76M +19,299 +21%
SFS
293
Summit Financial Strategies
Ohio
$33.5M -$149K -499 -0.4%
AL
294
Aspiriant LLC
California
$33.4M -$1.67M -5,583 -5%
IWP
295
Icon Wealth Partners
Texas
$33.4M +$2.25M +7,537 +7%
BHWM
296
Bar Harbor Wealth Management
New Hampshire
$33.2M -$12.8K -43 -0%
SFS
297
Sowell Financial Services
Arkansas
$32.9M +$32.9M +110,251 New
WI
298
Wintrust Investments
Illinois
$32.8M +$1.7M +5,683 +5%
IF
299
Ironwood Financial
Arizona
$32.8M +$52.5K +176 +0.2%
MIAN
300
Mariner Independent Advisor Network
Kansas
$32.6M +$1.85M +6,234 +6%
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