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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 %
MA
451
MCF Advisors
Kentucky
$20.7M -$417K -1,240 -2%
BFA
452
Beaumont Financial Advisors
Massachusetts
$20.5M +$1.6M +4,753 +8%
CIA
453
Capital Investment Advisors
Georgia
$20.3M +$672 +2 +0%
GPA
454
Guidance Point Advisors
Massachusetts
$20.3M -$640K -1,904 -3%
RSWM
455
Robertson Stephens Wealth Management
California
$20.3M +$2.93M +8,718 +17%
CA
456
Centerpoint Advisors
Massachusetts
$20.2M +$5.84M +17,371 +41%
PHAM
457
Palisades Hudson Asset Management
Florida
$20.1M -$1.38M -4,094 -6%
SWMG
458
Strategic Wealth Management Group
Maryland
$20.1M +$12M +35,813 +150%
SIAM
459
Sterling Investment Advisors (Missouri)
Missouri
$20.1M -$3.3M -9,832 -14%
FBB
460
Fulton Breakefield Broenniman
Maryland
$20M -$288K -857 -1%
AA
461
Ancora Advisors
Ohio
$20M +$1.91M +5,673 +11%
VIM
462
VCU Investment Management
Virginia
$20M -$2.15M -6,405 -10%
DCM
463
Dimension Capital Management
Florida
$19.9M -$1.09M -3,229 -5%
TA
464
Tiedemann Advisors
New York
$19.8M -$1.06M -3,168 -5%
JWCA
465
J.W. Cole Advisors
Florida
$19.6M -$6.11M -18,176 -24%
CC
466
Cadinha & Co
Hawaii
$19.5M -$135K -401 -0.7%
SMC
467
Smith, Moore & Co
Missouri
$19.4M -$52.4K -156 -0.3%
MWA
468
Meridian Wealth Advisors
Texas
$19.4M +$582K +1,732 +3%
W
469
WealthStone
Ohio
$19.4M -$2.01M -5,985 -9%
FWM
470
Fairhaven Wealth Management
Illinois
$19.4M +$579K +1,723 +3%
MWC
471
MKD Wealth Coaches
Michigan
$19.3M +$8.82M +26,258 +85%
HPC
472
Hobart Private Capital
North Carolina
$19.1M +$3.59M +10,672 +23%
MSWMA
473
Market Street Wealth Management Advisors
Indiana
$19.1M -$42K -125 -0.2%
PAG
474
Pinnacle Advisory Group
Maryland
$19.1M -$1M -2,988 -5%
WAAG
475
Wealth Alliance Advisory Group
Kansas
$19.1M -$228K -677 -1%
17 18
19
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