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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 %
ZIG
526
Zurich Insurance Group
Switzerland
$11.2M -$1.46M -4,890 -11%
FCFS
527
First Command Financial Services
Texas
$11.1M +$1.02M +3,403 +10%
FCB
528
First Command Bank
Texas
$11.1M +$1.02M +3,403 +10%
AW
529
ACG Wealth
Georgia
$11.1M -$7.05M -23,622 -39%
FC
530
Fulcrum Capital
Washington
$11M +$353K +1,183 +3%
FA
531
Fiducient Advisors
Illinois
$11M -$83.6K -280 -0.8%
PTC
532
Private Trust Company
Ohio
$11M -$171K -574 -2%
FFBTD
533
First Financial Bank - Trust Division
Ohio
$10.8M +$3.23M +10,834 +43%
IDBONY
534
Israel Discount Bank of New York
New York
$10.8M +$1.36M +4,556 +14%
5L
535
55I LLC
Massachusetts
$10.7M -$1.95M -6,542 -15%
AAS
536
Annex Advisory Services
Wisconsin
$10.7M -$251K -840 -2%
CL
537
CPWM LLC
Washington
$10.6M +$1.36M +4,565 +15%
WP
538
WealthShield Partners
North Carolina
$10.6M +$996K +3,335 +10%
SBSB
539
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.5M -$347K -1,161 -3%
KFA
540
Kelleher Financial Advisors
New York
$10.5M +$757K +2,536 +8%
SIM
541
Stratos Investment Management
Ohio
$10.4M -$634K -2,125 -6%
MYIA
542
Mount Yale Investment Advisors
Colorado
$10.4M -$165K -532 -2%
ACP
543
Aveo Capital Partners
Colorado
$10.4M +$163K +527 +2%
Barclays
544
Barclays
United Kingdom
$10.4M -$27.5M -92,117 -73%
DWT
545
Dorsey & Whitney Trust
South Dakota
$10.4M -$63.9K -214 -0.6%
RWG
546
Regal Wealth Group
California
$10.3M -$377K -1,262 -4%
NL
547
NWAM LLC
Washington
$10.1M +$946K +3,168 +10%
PWP
548
Personal Wealth Partners
Minnesota
$10.1M +$10.1M +33,731 New
SAS
549
Sage Advisory Services
Texas
$10M +$484K +1,620 +5%
CHA
550
Cooper/Haims Advisors
New York
$9.98M -$298K -998 -3%
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