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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 %
SWM
501
Southern Wealth Management
Texas
$17.1M +$16.6M +49,447 +3,286%
IAN
502
Integrated Advisors Network
Texas
$17M +$127K +379 +0.8%
PPW
503
Parcion Private Wealth
Washington
$16.9M -$15.6M -46,679 -48%
TRCT
504
Tower Research Capital (TRC)
New York
$16.9M -$21.2M -62,955 -56%
QCG
505
Quadrant Capital Group
Ohio
$16.9M +$449K +1,336 +3%
WCM
506
Windsor Capital Management
Arizona
$16.8M -$1.93M -5,733 -10%
CFGF
507
Compass Financial Group (Florida)
Florida
$16.7M -$422K -1,256 -2%
IA
508
IFP Advisors
Florida
$16.7M -$1.94M -5,774 -10%
BA
509
Ballew Advisors
Mississippi
$16.7M -$795K -2,331 -5%
VHAM
510
Van Hulzen Asset Management
California
$16.5M -$978K -2,910 -6%
CWM
511
Confluence Wealth Management
Oregon
$16.5M +$7.46K +25 +0%
BWP
512
Bernardo Wealth Planning
Pennsylvania
$16.4M +$669K +1,992 +4%
HT
513
Hefren-Tillotson
Pennsylvania
$16.4M +$28.9K +86 +0.2%
EA
514
Efficient Advisors
Ohio
$16.4M -$900K -2,678 -5%
RA
515
Riverstone Advisors
Texas
$16.3M +$221K +658 +1%
BWCS
516
Beirne Wealth Consulting Services
Connecticut
$16.1M +$76K +226 +0.5%
AFG
517
Arkansas Financial Group
Arkansas
$16M -$251K -747 -2%
EWM
518
Evermay Wealth Management
Virginia
$15.9M +$87.4K +260 +0.6%
RA
519
RFG Advisory
Alabama
$15.8M -$1.93M -5,738 -11%
WSFS
520
Wilmington Savings Fund Society
Delaware
$15.7M -$3.02M -8,989 -16%
K
521
Kemper
Illinois
$15.6M -$5.22M -15,528 -25%
RJT
522
Raymond James Trust
Florida
$15.5M -$284K -846 -2%
SAS
523
Sage Advisory Services
Texas
$15.5M -$1.9M -5,665 -11%
KCM
524
Kanawha Capital Management
Virginia
$15.5M -$310K -923 -2%
OWA
525
Outlook Wealth Advisors
Texas
$15.5M +$841K +2,504 +6%
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