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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
+$3.77B
2
Truist Financial
Truist Financial
North Carolina
+$1.35B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$893M
4
AAS
Avantax Advisory Services
Texas
+$297M
5
JGC
J. Goldman & Co
New York
+$240M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.82B
2
BlackRock
BlackRock
New York
-$1.03B
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$818M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$604M
5
Wells Fargo
Wells Fargo
California
-$433M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
276
Highland Capital Management (Tennessee)
Tennessee
$41.6M +$435K +1,345 +1%
FPGK
277
Financial Partners Group (Kansas)
Kansas
$40.8M +$3.89M +11,857 +11%
DA
278
Doliver Advisors
Texas
$40.6M -$6.32M -19,554 -13%
MFW
279
Meristem Family Wealth
Minnesota
$40.4M +$882K +2,730 +2%
EIG
280
Ellenbecker Investment Group
Wisconsin
$40.4M +$2.63M +8,134 +7%
D.E. Shaw & Co
281
D.E. Shaw & Co
New York
$40.4M +$40.4M +125,000 New
RWM
282
RKL Wealth Management
Pennsylvania
$40.1M -$742K -2,295 -2%
EIA
283
Eldridge Investment Advisors
New Hampshire
$39.8M -$2.31M -7,161 -5%
SPP
284
Single Point Partners
Massachusetts
$39.7M +$39.7M +122,759 New
APA
285
American Portfolios Advisors
New York
$39.6M -$88.6K -274 -0.2%
MCIA
286
Mountain Capital Investment Advisors
Colorado
$39.5M +$38M +116,643 +2,564%
CPO
287
Cerity Partners OCIO
New York
$39.5M +$5.03M +15,077 +15%
CWM
288
Cornerstone Wealth Management
Missouri
$39.3M -$2.24M -6,928 -5%
EHPM
289
Emery Howard Portfolio Management
California
$39.3M +$864K +2,673 +2%
MW
290
Marcum Wealth
Ohio
$39.2M +$39.2M +121,380 New
AWA
291
Alaska Wealth Advisors
Alaska
$39.1M +$34.2M +105,780 +699%
BOCM
292
Bontempo Ohly Capital Management
Maryland
$39M +$207K +640 +0.5%
SS
293
Simplicity Solutions
Minnesota
$38.7M +$12M +37,158 +45%
Nuveen Asset Management
294
Nuveen Asset Management
Illinois
$38.4M -$1.8M -5,570 -4%
SIM
295
Strategic Investment Management
Virginia
$38M -$4.97M -15,374 -12%
KFS
296
Kelly Financial Services
Massachusetts
$38M -$4.17M -12,906 -10%
PFG
297
PAX Financial Group
Texas
$37.8M +$37.8M +111,801 New
SIA
298
Sovereign Investment Advisors
Arizona
$37.6M +$37.6M +116,225 New
WAG
299
Winthrop Advisory Group
Massachusetts
$37.6M +$3.5M +10,826 +10%
IWP
300
Icon Wealth Partners
Texas
$37.5M +$1.43M +4,420 +4%
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