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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 %
CTA
426
Colonial Trust Advisors
South Carolina
$16.3M +$87.8K +294 +0.5%
Squarepoint
427
Squarepoint
New York
$16.1M -$8.99M -30,119 -36%
RRC
428
Relaxing Retirement Coach
Massachusetts
$16.1M -$531K -1,778 -3%
FBB
429
Fulton Breakefield Broenniman
Maryland
$16.1M +$1.41M +4,724 +10%
SMC
430
Smith, Moore & Co
Missouri
$15.9M +$443K +1,485 +3%
BSW
431
Buckingham Strategic Wealth
Missouri
$15.7M -$1.97M -6,605 -11%
SIAM
432
Sterling Investment Advisors (Missouri)
Missouri
$15.7M -$115K -385 -0.7%
SWP
433
Stratos Wealth Partners
Ohio
$15.6M +$888K +2,975 +6%
CFGF
434
Compass Financial Group (Florida)
Florida
$15.5M -$1.49K -5 -0%
CA
435
Crewe Advisors
Utah
$15.5M -$316K -1,058 -2%
SBL
436
Sargent Bickham Lagudis
Colorado
$15.3M -$868K -2,909 -5%
FWM
437
Fairhaven Wealth Management
Illinois
$15M +$401K +1,342 +3%
CWM
438
Campbell Wealth Management
Virginia
$15M +$576K +1,930 +4%
NB
439
Northwest Bancshares
Pennsylvania
$15M -$1.41M -4,731 -9%
RA
440
Riverstone Advisors
Texas
$15M +$289K +968 +2%
PWS
441
Paragon Wealth Strategies
Florida
$14.9M -$9.66M -32,351 -39%
SXL
442
Summit X LLC
Missouri
$14.9M +$904K +3,025 +6%
MFT
443
Moisand Fitzgerald Tamayo
Florida
$14.8M -$418K -1,401 -3%
BRWA
444
B. Riley Wealth Advisors
Florida
$14.7M +$7.91M +26,481 +116%
MWP
445
Moller Wealth Partners
$14.7M +$1.88M +6,283 +15%
OWM
446
Orgel Wealth Management
Wisconsin
$14.6M +$468K +1,569 +3%
WFWM
447
Wechter Feldman Wealth Management
New Jersey
$14.5M -$312K -1,044 -2%
SSW
448
Smith Shellnut Wilson
Mississippi
$14.4M +$54K +181 +0.4%
PFA
449
Pinnacle Family Advisors
Missouri
$14.4M +$6.32M +21,165 +78%
SCM
450
Smith Capital Management
Arkansas
$14.3M +$74K +248 +0.5%
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