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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 %
GSWM
476
Golden State Wealth Management
California
$13.2M +$438K +1,468 +3%
MWM
477
Modera Wealth Management
New Jersey
$13.2M -$333K -1,115 -2%
MWM
478
Merriman Wealth Management
Washington
$13.2M -$1M -3,351 -7%
BWM
479
BT Wealth Management
Georgia
$13.1M +$580K +1,943 +5%
PWM
480
PRW Wealth Management
Massachusetts
$13.1M +$399K +1,335 +3%
RWMH
481
Riverpoint Wealth Management Holdings
Illinois
$13.1M -$426K -1,428 -3%
WWM
482
Willingdon Wealth Management
North Carolina
$13.1M -$375K -1,256 -3%
DCM
483
DeGreen Capital Management
Arizona
$13M +$3.87M +12,971 +42%
HPC
484
Hobart Private Capital
North Carolina
$13M -$236K -789 -2%
EWM
485
Evermay Wealth Management
Virginia
$12.9M +$237K +795 +2%
GCA
486
Gradient Capital Advisors
California
$12.9M +$533K +1,784 +4%
PA
487
PFG Advisors
Arizona
$12.9M +$743K +2,536 +6%
AB
488
Amalgamated Bank
New York
$12.8M +$116K +390 +0.9%
MCM
489
MV Capital Management
Maryland
$12.6M -$555K -1,859 -4%
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$12.5M -$29.9K -100 -0.2%
LF
491
Lantz Financial
Illinois
$12.5M +$106K +367 +0.9%
MMA
492
Miracle Mile Advisors
California
$12.5M -$84.8K -284 -0.7%
HR
493
Hardy Reed
Mississippi
$12.4M -$849K -2,845 -6%
FFA
494
First Foundation Advisors
California
$12.4M +$196K +657 +2%
RIS
495
Retirement Income Solutions
Michigan
$12.3M +$587K +1,966 +5%
PMFA
496
Plante Moran Financial Advisors
Michigan
$12.3M -$105K -353 -0.8%
CWS
497
Cypress Wealth Services
California
$12.3M +$2.82M +9,451 +30%
MSWM
498
Mader & Shannon Wealth Management
Missouri
$12.3M +$12.3M +41,127 New
KCM
499
Kanawha Capital Management
Virginia
$12.3M -$240K -803 -2%
RCM
500
Riverhead Capital Management
Delaware
$12.3M -$3.22M -10,803 -21%
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