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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 %
MM
401
Meridian Management
Arkansas
$18.3M -$175K -585 -0.9%
CA
402
Cornerstone Advisory
Maryland
$18.2M -$636K -2,132 -3%
WHG
403
Westwood Holdings Group
Texas
$18.2M -$3.47M -11,638 -16%
VCM
404
Vision Capital Management
Oregon
$18.2M +$76.7K +257 +0.4%
T. Rowe Price Associates
405
T. Rowe Price Associates
Maryland
$17.9M -$4.67M -15,645 -21%
MFS
406
Monetta Financial Services
Illinois
$17.9M – – –
CAG
407
Crestwood Advisors Group
Massachusetts
$17.9M +$5.63M +18,874 +46%
Fidelity International
408
Fidelity International
Bermuda
$17.8M -$1.79M -6,009 -9%
ANB
409
Amarillo National Bank
Texas
$17.7M +$2.86M +9,573 +19%
RFO
410
RiverGlades Family Offices
Florida
$17.7M +$235K +787 +1%
EA
411
Efficient Advisors
Ohio
$17.7M -$1.95M -6,534 -10%
BFA
412
Beaumont Financial Advisors
Massachusetts
$17.5M -$1.99M -6,673 -10%
CCWA
413
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.4M +$3.39M +11,349 +24%
BC
414
Burleson & Co
California
$17.4M +$3.99M +13,242 +30%
WDL
415
Well Done LLC
Michigan
$17.3M -$694K -2,324 -4%
HI
416
Hudock Inc
Pennsylvania
$17.3M +$78.5K +263 +0.5%
WCM
417
Windsor Capital Management
Arizona
$17.3M -$44.2K -148 -0.3%
CIA
418
Capital Investment Advisors
Georgia
$17.1M +$556K +1,863 +3%
PP
419
PagnatoKarp Partners
Virginia
$17M -$43.3K -145 -0.3%
SYBT
420
Stock Yards Bank & Trust
Kentucky
$16.9M +$1.28M +4,276 +8%
MAS
421
Managed Account Services
Florida
$16.7M +$499K +1,676 +3%
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$16.6M -$30.2K -101 -0.2%
LCOV
423
London Company of Virginia
Virginia
$16.6M -$1.42M -4,755 -8%
ST
424
Smithfield Trust
Pennsylvania
$16.6M +$176K +591 +1%
CWM
425
Confluence Wealth Management
Oregon
$16.5M -$1.47M -4,929 -8%
15 16
17
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