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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 %
EWM
401
Evercore Wealth Management
New York
$24.4M -$175K -520 -0.7%
WRF
402
Waddell & Reed Financial
Kansas
$24.3M +$24.3M +72,305 New
CCT
403
Country Club Trust
Missouri
$24.3M +$707K +2,104 +3%
CIBC Asset Management
404
CIBC Asset Management
Ontario, Canada
$24.2M – – –
SCA
405
Snowden Capital Advisors
New York
$24.1M -$90.7K -270 -0.4%
BWM
406
BT Wealth Management
Georgia
$23.9M -$5.53M -16,464 -19%
TGAM
407
TBH Global Asset Management
Tennessee
$23.9M +$1.16M +3,447 +5%
SHJ
408
Sharkey, Howes & Javer
Colorado
$23.8M +$2.67M +7,951 +13%
CA
409
Cornerstone Advisory
Maryland
$23.8M -$666K -1,981 -3%
SC
410
Schoolcraft Capital
Colorado
$23.8M -$1.37M -4,087 -5%
Citadel Advisors
411
Citadel Advisors
Florida
$23.7M +$11.7M +34,885 +98%
ST
412
Smithfield Trust
Pennsylvania
$23.7M +$1.53M +4,547 +7%
FHA
413
First Horizon Advisors
Tennessee
$23.6M +$513K +1,527 +2%
EWA
414
Exencial Wealth Advisors
Oklahoma
$23.5M +$10.3M +30,672 +78%
CFC
415
Coyle Financial Counsel
Illinois
$23.3M +$120K +356 +0.5%
AAMA
416
Advanced Asset Management Advisors
Ohio
$23.3M – – –
SBL
417
Sargent Bickham Lagudis
Colorado
$23.2M -$1.71M -5,074 -7%
MAS
418
Managed Account Services
Florida
$23.2M +$554K +1,596 +2%
KTA
419
Keeley-Teton Advisors
Illinois
$22.9M +$243K +723 +1%
CFA
420
Carroll Financial Associates
North Carolina
$22.7M +$651K +1,936 +3%
RCM
421
Rain Capital Management
Oregon
$22.6M +$493K +1,468 +2%
BA
422
Bristlecone Advisors
Washington
$22.4M +$1.48M +4,393 +7%
BIM
423
Bridges Investment Management
Nebraska
$22.4M -$201K -598 -0.9%
GSWM
424
Golden State Wealth Management
California
$22.4M +$22.4M +66,522 New
MM
425
Meridian Management
Arkansas
$22.4M +$1.79M +5,332 +9%
15 16
17
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