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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 %
SHIM
351
Stone House Investment Management
Pennsylvania
$24.4M +$272K +911 +1%
CB
352
Community Bank
New York
$24.1M – – –
WTC
353
WhitTier Trust Company
Nevada
$24M +$610K +2,044 +3%
Mackenzie Financial
354
Mackenzie Financial
Ontario, Canada
$23.9M -$14.5M -48,682 -38%
VFP
355
Verus Financial Partners
Virginia
$23.8M +$17.8M +59,467 +292%
DE
356
Day & Ennis
Georgia
$23.8M -$465K -1,556 -2%
AIIMS
357
Analyst IMS Investment Management Services
Israel
$23.7M +$5.76M +19,286 +32%
CG
358
Colony Group
Massachusetts
$23.4M -$201K -674 -0.9%
CGI
359
Cougar Global Investments
Ontario, Canada
$23.1M -$32.2K -108 -0.1%
B
360
Bailard
California
$23.1M +$6.88M +23,064 +43%
MSA
361
Mason Street Advisors
Wisconsin
$22.9M +$13.5M +45,170 +142%
RhumbLine Advisers
362
RhumbLine Advisers
Massachusetts
$22.9M +$1.71M +5,726 +8%
CCT
363
Country Club Trust
Missouri
$22.8M +$2.87M +9,677 +14%
AF
364
Advisornet Financial
Minnesota
$22.7M -$193K -647 -0.8%
GIM
365
Goelzer Investment Management
Indiana
$22.6M +$2.03M +6,800 +10%
BIAS
366
Beacon Investment Advisory Services
New Jersey
$22.3M -$11.3K -38 -0.1%
BBA
367
BLB&B Advisors
Pennsylvania
$22.1M +$2.16M +7,227 +11%
CWM
368
Cranbrook Wealth Management
Michigan
$22.1M +$1.27M +4,246 +6%
CPSAC
369
Chas P. Smith & Associates (CPS)
Florida
$21.7M -$26.3K -88 -0.1%
BIM
370
Bridges Investment Management
Nebraska
$21.6M +$310K +1,040 +1%
SPIA
371
Strategic Point Investment Advisors
Rhode Island
$21.4M +$272K +911 +1%
MCWS
372
McKinley Carter Wealth Services
West Virginia
$21.2M +$5.37M +17,989 +34%
TA
373
Tiedemann Advisors
New York
$21.2M -$1.63M -5,463 -7%
EAM
374
Erste Asset Management
Austria
$21.2M +$11.9M +39,980 +129%
PAG
375
Pinnacle Advisory Group
Maryland
$21M -$1.23M -4,129 -6%
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