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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 %
CCWA
376
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25M +$25M +80,879 New
Principal Financial Group
377
Principal Financial Group
Iowa
$25M +$119K +385 +0.5%
CWM
378
Cranbrook Wealth Management
Michigan
$24.8M -$607K -1,959 -2%
HNB
379
Huntington National Bank
Ohio
$24.8M -$21.7M – –
SPIA
380
Strategic Point Investment Advisors
Rhode Island
$24.8M +$1.3M +3,989 +6%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$24.7M – – –
WTC
382
WhitTier Trust Company
Nevada
$24.7M -$3.36M -10,848 -12%
SYBT
383
Stock Yards Bank & Trust
Kentucky
$24.5M +$3.6M +11,615 +17%
CSWG
384
Cardinal Strategic Wealth Guidance
Kentucky
$24.4M +$461K +1,489 +2%
I
385
INVST
Indiana
$24.1M +$4.63M +14,842 +24%
GIM
386
Goelzer Investment Management
Indiana
$24M -$1.26M -4,071 -5%
FI
387
FormulaFolio Investments
Michigan
$24M -$1.05M -3,392 -4%
IWP
388
IAG Wealth Partners
Wisconsin
$23.8M -$232K -750 -1%
IWM
389
IHT Wealth Management
Illinois
$23.8M -$3.76M -12,143 -14%
PFA
390
Pettinga Financial Advisors
Indiana
$23.7M +$3.91M +12,634 +20%
JWCA
391
J.W. Cole Advisors
Florida
$23.7M +$20.3M +65,444 +591%
DE
392
Day & Ennis
Georgia
$23.6M -$1.37M -4,422 -5%
MCWS
393
McKinley Carter Wealth Services
West Virginia
$23.6M +$727K +2,346 +3%
MTB
394
Mizuho Trust & Banking
Japan
$23.2M +$23.2M +75,000 New
SC
395
Schoolcraft Capital
Colorado
$23.2M +$142K +460 +0.6%
SBL
396
Sargent Bickham Lagudis
Colorado
$23M +$1.25M +4,051 +6%
VFP
397
Verus Financial Partners
Virginia
$23M -$55.1K -178 -0.2%
SHGA
398
Sand Hill Global Advisors
California
$22.9M -$3.17M -10,240 -12%
SAG
399
Spotlight Asset Group
Illinois
$22.9M -$4.15M -13,408 -15%
PWM
400
PRW Wealth Management
Massachusetts
$22.7M +$10.4M +33,654 +85%
14 15
16
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