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iShares Core S&P 500 ETF
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Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
476
Fairhaven Wealth Management
Illinois
$17.3M +$1.79M +5,770 +12%
WCM
477
Windsor Capital Management
Arizona
$17.3M -$88.6K -286 -0.5%
TL
478
TrueWealth LLC
Georgia
$17.3M +$2.11M +6,816 +14%
WSFS
479
Wilmington Savings Fund Society
Delaware
$17.2M -$3.97M -12,807 -19%
SBLIC
480
Security Benefit Life Insurance Company
Kansas
$17.2M – – –
RFO
481
RiverGlades Family Offices
Florida
$17.2M -$1.37M -4,438 -7%
CWM
482
Confluence Wealth Management
Oregon
$17.1M -$1.23M -3,961 -7%
SSWM
483
Sheets Smith Wealth Management
North Carolina
$17M +$1.19M +3,828 +7%
IA
484
IFP Advisors
Florida
$17M +$2.96M +9,685 +21%
TCM
485
Towercrest Capital Management
Pennsylvania
$16.8M +$2M +6,428 +14%
CWG
486
Cornerstone Wealth Group
North Carolina
$16.7M -$387K -1,250 -2%
AA
487
Ancora Advisors
Ohio
$16.6M +$729K +2,353 +5%
KFA
488
Kelleher Financial Advisors
New York
$16.6M +$185K +597 +1%
AF
489
Advisornet Financial
Minnesota
$16.5M -$2.28M -7,359 -12%
OWM
490
Orgel Wealth Management
Wisconsin
$16.5M -$18.1M -58,477 -52%
DZ Bank
491
DZ Bank
Germany
$16.5M +$1.02M +3,305 +7%
AB
492
Amalgamated Bank
New York
$16.4M +$472K +1,524 +3%
AWM
493
Avondale Wealth Management
Texas
$16.4M +$589K +1,903 +4%
SCM
494
Smith Capital Management
Arkansas
$16.4M +$581K +1,875 +4%
FAIM
495
Financial Advocates Investment Management
Washington
$16.4M -$797K -2,574 -5%
RA
496
RFG Advisory
Alabama
$16.4M -$3.34M -10,794 -17%
BA
497
Ballew Advisors
Mississippi
$16.2M +$362K +1,148 +2%
VHAM
498
Van Hulzen Asset Management
California
$16.1M +$215K +695 +1%
SXL
499
Summit X LLC
Missouri
$16.1M -$1.09M -3,518 -6%
SAS
500
Sage Advisory Services
Texas
$16.1M -$3.95M -12,757 -20%
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