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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 %
PFM
526
Parsec Financial Management
North Carolina
$15.5M +$6.42M +19,101 +71%
RWA
527
Ropes Wealth Advisors
Massachusetts
$15.4M +$829K +2,466 +6%
SC
528
SouthState Corp
Florida
$15.3M -$17.1K -51 -0.1%
RPC
529
Rossmore Private Capital
Connecticut
$15.2M +$263K +784 +2%
KIG
530
Kessler Investment Group
Indiana
$15M -$929K -2,765 -6%
IC
531
IEQ Capital
California
$15M -$134K -399 -0.9%
CA
532
Clearstead Advisors
Ohio
$15M -$21.8K -65 -0.1%
WCM
533
WealthBridge Capital Management
Ohio
$15M -$450K -1,338 -3%
CGA
534
Crescent Grove Advisors
Illinois
$14.9M +$1.24M +3,675 +9%
IF
535
Ironwood Financial
Arizona
$14.8M +$4.72M +14,049 +47%
MPW
536
MA Private Wealth
California
$14.8M -$27.9K -83 -0.2%
FFA
537
First Foundation Advisors
California
$14.6M -$1.15M -3,408 -7%
BSW
538
Buckingham Strategic Wealth
Missouri
$14.6M -$981K -2,919 -6%
RWMH
539
Riverpoint Wealth Management Holdings
Illinois
$14.6M +$37.6K +112 +0.3%
SWMG
540
Sanchez Wealth Management Group
Florida
$14.4M -$203K -604 -1%
WAOI
541
Wealth Advisors of Iowa
Iowa
$14.3M +$8.29M +24,678 +137%
EWA
542
EP Wealth Advisors
California
$14.3M +$5.21M +15,506 +57%
GG
543
GenWealth Group
New Jersey
$14.3M -$1.15M -3,372 -7%
NAM
544
North American Management
Massachusetts
$14.3M -$1.2M -3,570 -8%
BCM
545
BTC Capital Management
Iowa
$14.2M +$104K +309 +0.7%
MFT
546
Moisand Fitzgerald Tamayo
Florida
$14.1M -$304K -906 -2%
GW
547
GW & Wade
Massachusetts
$14.1M +$979K +2,912 +7%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$14M +$2.02K +6 +0%
SCA
549
Stonebridge Capital Advisors
Minnesota
$14M -$508K -1,511 -4%
GL
550
Graypoint LLC
New York
$14M +$6.89M +20,509 +97%
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