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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 %
EWA
326
ERTS Wealth Advisors
Michigan
$28.5M -$3.69M -12,352 -11%
PI
327
PFS Investments
Georgia
$28.4M +$1.5M +5,015 +6%
SCA
328
Snowden Capital Advisors
New York
$28M +$171K +574 +0.6%
BPWA
329
Beacon Pointe Wealth Advisors
California
$27.7M +$2.39M +7,991 +9%
NA
330
Nottingham Advisors
New York
$27.6M +$31.3K +105 +0.1%
IWM
331
IHT Wealth Management
Illinois
$27.5M -$9.3M -31,131 -25%
NP
332
NorthRock Partners
Minnesota
$27.3M +$27.3M +91,448 New
Sumitomo Mitsui Trust Group
333
Sumitomo Mitsui Trust Group
Japan
$27.3M -$693K -2,323 -2%
SCIM
334
Spring Creek Investment Management
Pennsylvania
$27.2M – – –
HWA
335
Heritage Way Advisors
Illinois
$27.1M -$373K -1,248 -1%
OFG
336
Oxford Financial Group
Indiana
$26.9M +$2.47M +8,271 +10%
I
337
IberiaBank
Louisiana
$26.7M -$2.44M -8,186 -8%
JF
338
JSF Financial
California
$26.7M -$23.6K -79 -0.1%
CI
339
Conning Inc
Connecticut
$26.6M -$18.8M -63,061 -41%
MGIA
340
Moneta Group Investment Advisors
Missouri
$26.2M +$3.83M +12,828 +17%
RCM
341
Rain Capital Management
Oregon
$26M +$26M +87,214 New
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$25.9M -$8.76M -29,344 -25%
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$25.7M +$1.73M +5,792 +7%
MPW
344
MA Private Wealth
California
$25.5M +$4.3M +14,418 +20%
HCM
345
Hollencrest Capital Management
California
$25.5M +$20.2M +67,648 +382%
HNB
346
Huntington National Bank
Ohio
$25.2M -$26M – –
VFA
347
Valeo Financial Advisors
Indiana
$24.8M +$1.51M +5,053 +6%
PA
348
Pinnacle Associates
New York
$24.8M +$1.1M +3,682 +5%
SS
349
Simplicity Solutions
Minnesota
$24.6M -$34.6M -116,018 -58%
RTS
350
Round Table Services
New Jersey
$24.5M +$604K +2,023 +3%
12 13
14
15 16