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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 %
CAG
501
Crestwood Advisors Group
Massachusetts
$16M +$1.06M +3,416 +7%
RSWM
502
Robertson Stephens Wealth Management
California
$16M +$3.16M +10,199 +25%
IDA
503
Intelligence Driven Advisers
California
$15.9M +$3.07M +9,897 +24%
EA
504
Efficient Advisors
Ohio
$15.9M -$80.2K -259 -0.5%
CWM
505
Campbell Wealth Management
Virginia
$15.9M +$186K +599 +1%
FFN
506
Focus Financial Network
Minnesota
$15.8M +$1.51M +4,864 +11%
CFGF
507
Compass Financial Group (Florida)
Florida
$15.8M +$531K +1,715 +3%
IAN
508
Integrated Advisors Network
Texas
$15.5M +$5.54M +17,896 +55%
DS
509
DRW Securities
Illinois
$15.2M +$15.2M +49,236 New
RA
510
Rational Advisors
New York
$15.2M +$6.66M +21,510 +78%
QCG
511
Quadrant Capital Group
Ohio
$15.1M +$364K +1,174 +2%
HT
512
Hefren-Tillotson
Pennsylvania
$15.1M +$108K +348 +0.7%
Squarepoint
513
Squarepoint
New York
$15M +$15M +48,514 New
AFG
514
Arkansas Financial Group
Arkansas
$15M +$323K +1,043 +2%
PI
515
Pachira Investments
California
$14.9M +$14.9M +48,115 New
RA
516
Riverstone Advisors
Texas
$14.8M -$277K -896 -2%
BWCS
517
Beirne Wealth Consulting Services
Connecticut
$14.8M +$523K +1,690 +4%
KIG
518
Kessler Investment Group
Indiana
$14.7M +$2.9M +9,378 +25%
KCM
519
Kanawha Capital Management
Virginia
$14.6M +$616K +1,988 +4%
EWM
520
Evermay Wealth Management
Virginia
$14.6M +$1.1M +3,563 +8%
RJT
521
Raymond James Trust
Florida
$14.6M +$406K +1,310 +3%
FFA
522
First Foundation Advisors
California
$14.5M -$412K -1,331 -3%
BWP
523
Bernardo Wealth Planning
Pennsylvania
$14.5M +$406K +1,310 +3%
BOS
524
Bank of Stockton
California
$14.4M +$7.4M +23,882 +105%
BSW
525
Buckingham Strategic Wealth
Missouri
$14.4M -$2.31M -7,449 -14%
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