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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$30.3M +$8.76M +26,129 +41%
CWA
352
Core Wealth Advisors
Florida
$29.8M -$179K -532 -0.6%
FI
353
FormulaFolio Investments
Michigan
$29.7M +$3.68M +10,952 +14%
KWMG
354
King Wealth Management Group
Florida
$29.7M +$730K +2,172 +3%
VWA
355
Visionary Wealth Advisors
Illinois
$29.6M +$1.82M +5,405 +7%
TCM
356
TD Capital Management
Tennessee
$29.4M -$485K -1,444 -2%
AL
357
Aspiriant LLC
California
$29.4M -$645K -1,920 -2%
PI
358
Pachira Investments
California
$29.4M +$13.2M +39,346 +82%
AAMC
359
Asset Allocation & Management Company
Illinois
$29.2M +$1.9M +5,658 +7%
HSBC Holdings
360
HSBC Holdings
United Kingdom
$29.1M -$7.63M -22,694 -21%
Two Sigma Investments
361
Two Sigma Investments
New York
$29M -$6.18M -18,400 -18%
OFG
362
Oxford Financial Group
Indiana
$29M -$2.07M -6,172 -7%
WFPG
363
Waller Financial Planning Group
Ohio
$29M +$588K +1,751 +2%
IWM
364
IHT Wealth Management
Illinois
$28.9M +$3.03M +9,029 +12%
FWM
365
FFT Wealth Management
Pennsylvania
$28.8M -$44.1M -131,248 -60%
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$28.6M -$3.62M -10,760 -11%
CCWA
367
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M +$1.32M +3,941 +5%
GIM
368
Goelzer Investment Management
Indiana
$28.4M +$2.37M +7,058 +9%
ASN
369
Advisory Services Network
Georgia
$28.4M -$1.92M -5,707 -6%
MAFM
370
Mid Atlantic Financial Management
Pennsylvania
$28.2M -$7.45M -20,923 -21%
SCIM
371
Spring Creek Investment Management
Pennsylvania
$27.6M -$9.86M -29,344 -26%
BFA
372
Bluestem Financial Advisors
Illinois
$27.5M +$86.7K +258 +0.3%
IDA
373
Intelligence Driven Advisers
California
$27.4M +$10.1M +30,173 +59%
TFS
374
TrustCore Financial Services
Tennessee
$27.1M -$1.42M -4,233 -5%
SYBT
375
Stock Yards Bank & Trust
Kentucky
$27.1M +$485K +1,444 +2%
13 14
15
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