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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 %
CI
451
CX Institutional
Indiana
$14.3M -$385K -1,290 -3%
AA
452
Ancora Advisors
Ohio
$14.3M -$3.28K -11 -0%
SWMG
453
Sanchez Wealth Management Group
Florida
$14.3M +$757K +2,536 +6%
CFA
454
Carroll Financial Associates
North Carolina
$14.3M -$179K -601 -1%
SC
455
SouthState Corp
Florida
$14.2M -$748K -2,506 -5%
AWM
456
Avondale Wealth Management
Texas
$14.2M -$21.6M -72,434 -60%
SC
457
Savant Capital
Illinois
$14.1M -$390K -1,308 -3%
NAM
458
North American Management
Massachusetts
$13.9M +$142K +474 +1%
MA
459
MCF Advisors
Kentucky
$13.9M +$289K +969 +2%
HT
460
Hefren-Tillotson
Pennsylvania
$13.9M +$362K +1,211 +3%
FTI
461
Fiduciary Trust International
Massachusetts
$13.8M -$597K -2,001 -4%
WSFS
462
Wilmington Savings Fund Society
Delaware
$13.7M -$80K -268 -0.6%
MIA
463
MainStreet Investment Advisors
Illinois
$13.7M +$275K +920 +2%
CWG
464
Cornerstone Wealth Group
North Carolina
$13.7M -$110K -367 -0.8%
MSWMA
465
Market Street Wealth Management Advisors
Indiana
$13.7M +$871K +2,919 +7%
RJT
466
Raymond James Trust
Florida
$13.6M +$3.08M +10,308 +29%
SCA
467
Stonebridge Capital Advisors
Minnesota
$13.6M +$423K +1,416 +3%
FNT
468
First National Trust
Pennsylvania
$13.5M -$2.01M -6,734 -13%
TCM
469
Towercrest Capital Management
Pennsylvania
$13.5M -$41.5K -139 -0.3%
BFM
470
Broadview Financial Management
Wisconsin
$13.4M -$238K -797 -2%
RPC
471
Rossmore Private Capital
Connecticut
$13.4M +$547K +1,834 +4%
GG
472
GenWealth Group
New Jersey
$13.4M -$92.8K -311 -0.7%
AFG
473
Arkansas Financial Group
Arkansas
$13.4M -$111K -373 -0.8%
CFGS
474
Concourse Financial Group Securities
Alabama
$13.3M -$12.7M -42,509 -49%
SSWM
475
Sheets Smith Wealth Management
North Carolina
$13.3M -$127K -427 -0.9%
17 18
19
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