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iShares Core S&P 500 ETF
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Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
301
PAX Financial Group
Texas
$38.5M +$110K +327 +0.3%
A
302
AdvicePeriod
California
$38.5M +$9.75M +29,014 +34%
CWM
303
Cornerstone Wealth Management
Missouri
$38.4M +$1.38M +4,118 +4%
P3I
304
Progeny 3 Inc
Washington
$38.2M – – –
EHPM
305
Emery Howard Portfolio Management
California
$38M -$879K -2,616 -2%
CI
306
CX Institutional
Indiana
$37.8M +$1.22M +3,636 +3%
HWA
307
Heritage Way Advisors
Illinois
$37.1M +$2.1M +6,236 +6%
DCM
308
DeGreen Capital Management
Arizona
$37.1M +$1.46M +4,338 +4%
VFA
309
Valeo Financial Advisors
Indiana
$36.8M -$5.07M -15,096 -12%
HA
310
Harfst & Associates
Wyoming
$36.7M -$1.53M -4,546 -4%
SIM
311
Strategic Investment Management
Virginia
$36.7M -$608K -1,810 -2%
MG
312
Mather Group
Illinois
$36.6M +$34.4M +102,354 +1,550%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$36.3M -$4.22M -12,563 -10%
APA
314
American Portfolios Advisors
New York
$36.3M +$6.4M +19,053 +21%
IWC
315
Integrated Wealth Concepts
Massachusetts
$36.2M +$11.9M +35,359 +49%
CS
316
Comerica Securities
Michigan
$36.2M +$580K +1,725 +2%
RCM
317
Requisite Capital Management
Texas
$35.7M -$10.2M -30,323 -22%
FNBT
318
FineMark National Bank & Trust
Florida
$35.5M +$330K +982 +0.9%
RIS
319
Retirement Income Solutions
Michigan
$35.2M -$2.84M -8,447 -7%
WS
320
Wela Strategies
Georgia
$34.9M -$5M -14,868 -13%
MIS
321
Morningstar Investment Services
Illinois
$34.6M -$696K -2,086 -2%
OC
322
Oppenheimer & Co
New York
$34.3M -$235K -699 -0.7%
WIP
323
Wellesley Investment Partners
Massachusetts
$34.1M +$711K +2,116 +2%
SHIM
324
Stone House Investment Management
Pennsylvania
$34M +$5.64M +16,780 +20%
HWM
325
HighMark Wealth Management
Minnesota
$34M -$42.7K -127 -0.1%
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