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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 %
CPO
326
Cerity Partners OCIO
New York
$33.8M -$3M -8,929 -8%
SAM
327
Securian Asset Management
Minnesota
$33.8M – – –
LF
328
Lee Financial
Texas
$33.3M -$509K -1,516 -2%
IWP
329
Icon Wealth Partners
Texas
$33.3M -$424K -1,261 -1%
AFA
330
Atlanta Financial Associates
Georgia
$33M +$890K +2,648 +3%
CS
331
Credit Suisse
Switzerland
$32.6M -$10.1M -30,143 -24%
PA
332
Pinnacle Associates
New York
$32.4M +$665K +1,979 +2%
BBA
333
BLB&B Advisors
Pennsylvania
$32.4M +$1.62M +4,811 +5%
AIIMS
334
Analyst IMS Investment Management Services
Israel
$32.3M +$1.73M +5,160 +6%
SW
335
SteelPeak Wealth
California
$32.2M -$18.3M -54,531 -36%
WDL
336
Well Done LLC
Michigan
$32.1M -$565K -1,681 -2%
BWM
337
Baystate Wealth Management
Massachusetts
$31.9M -$1.38M -4,092 -4%
MGIA
338
Moneta Group Investment Advisors
Missouri
$31.7M +$2.95M +8,787 +10%
CFGS
339
Concourse Financial Group Securities
Alabama
$31.7M +$1.1M +3,272 +4%
VCM
340
Vision Capital Management
Oregon
$31.6M +$288K +856 +0.9%
CG
341
Colony Group
Massachusetts
$31.4M +$1.16M +3,452 +4%
JF
342
JSF Financial
California
$31.2M -$2.41M -7,169 -7%
MWM
343
MBE Wealth Management
Wisconsin
$30.9M +$35.3K +114 +0.1%
WCM
344
Windham Capital Management
Massachusetts
$30.9M +$30.9M +91,808 New
CPSAC
345
Chas P. Smith & Associates (CPS)
Florida
$30.8M +$325K +967 +1%
AIP
346
Ameritas Investment Partners
Nebraska
$30.8M -$293K -872 -0.9%
KPWG
347
KFA Private Wealth Group
Virginia
$30.7M +$2.26M +6,716 +8%
BWA
348
BDO Wealth Advisors
Florida
$30.7M +$1.06M +3,144 +4%
I
349
INVST
Indiana
$30.6M +$4.42M +13,057 +17%
RA
350
Rational Advisors
New York
$30.5M +$14M +41,727 +85%
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