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iShares Core S&P 500 ETF
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Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
351
Chas P. Smith & Associates (CPS)
Florida
$28.1M +$789K +2,548 +3%
ASN
352
Advisory Services Network
Georgia
$27.9M -$4.72M -15,245 -14%
CG
353
Colony Group
Massachusetts
$27.8M +$21.4K +69 +0.1%
FCBT
354
First Citizens Bank & Trust
North Carolina
$27.7M +$5.74M +18,537 +26%
AL
355
Aspiriant LLC
California
$27.7M -$1.94M -6,264 -7%
CWA
356
Core Wealth Advisors
Florida
$27.6M -$8.53M -27,539 -24%
APA
357
American Portfolios Advisors
New York
$27.6M -$7.39M -23,866 -21%
TCM
358
TD Capital Management
Tennessee
$27.6M -$233K -751 -0.8%
PF
359
Phoenix Financial
Israel
$27.4M -$4.66M -15,860 -15%
BWA
360
BDO Wealth Advisors
Florida
$27.3M +$504K +1,629 +2%
BWM
361
BT Wealth Management
Georgia
$27.2M +$1.13M +3,649 +4%
CWS
362
Cypress Wealth Services
California
$26.8M +$4.65M +15,028 +21%
KWMG
363
King Wealth Management Group
Florida
$26.7M +$1.6M +5,157 +6%
MGIA
364
Moneta Group Investment Advisors
Missouri
$26.5M -$4.15M -13,400 -14%
A
365
AdvicePeriod
California
$26.5M +$884K +2,856 +3%
TFS
366
TrustCore Financial Services
Tennessee
$26.3M +$634K +2,046 +2%
KPWG
367
KFA Private Wealth Group
Virginia
$26.2M -$105K -340 -0.4%
WFPG
368
Waller Financial Planning Group
Ohio
$26.2M +$3.05M +9,848 +13%
SHIM
369
Stone House Investment Management
Pennsylvania
$26.1M -$4.45M -14,356 -15%
SA
370
Silversage Advisors
California
$25.8M +$394K +1,183 +2%
VWA
371
Visionary Wealth Advisors
Illinois
$25.6M +$4.49M +14,499 +21%
MSA
372
Mason Street Advisors
Wisconsin
$25.4M +$13.1M +42,255 +106%
PA
373
Parallel Advisors
California
$25.4M -$3.84M -12,394 -13%
BFA
374
Bluestem Financial Advisors
Illinois
$25.3M +$674K +2,178 +3%
AAMC
375
Asset Allocation & Management Company
Illinois
$25.1M -$6.76M -21,844 -21%
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15
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