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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 %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.81M – – –
GLA
627
Great Lakes Advisors
Illinois
$7.56M +$2.03M +6,784 +37%
CWP
628
Capital Wealth Planning
Florida
$7.39M +$7.39M +24,453 New
LP
629
LGL Partners
Pennsylvania
$7.36M -$118K -395 -2%
KA
630
Kovack Advisors
Florida
$7.35M -$501K -1,679 -6%
PJSIMP
631
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.3M -$152K -508 -2%
CBFP
632
Cedar Brook Financial Partners
Ohio
$7.29M +$3.94M +13,205 +118%
SFG
633
StrategIQ Financial Group
Indiana
$7.28M -$14.9K -50 -0.2%
IIC
634
Integrated Investment Consultants
Michigan
$7.22M -$76.1K -255 -1%
VCM
635
Vivaldi Capital Management
Illinois
$7.22M -$727K -2,436 -9%
VWM
636
Venturi Wealth Management
Texas
$7.2M +$541K +1,811 +8%
Millennium Management
637
Millennium Management
New York
$7.18M -$89.7M -300,377 -93%
PIMG
638
Patriot Investment Management Group
Tennessee
$7.13M -$15.6K -53 -0.2%
BL
639
BFSG LLC
California
$7.09M +$444K +1,486 +7%
DCM
640
Dimension Capital Management
Florida
$7.07M -$628K -2,105 -8%
DW
641
Domani Wealth
Pennsylvania
$7.04M -$927K -3,105 -12%
NFG
642
Next Financial Group
Texas
$7.01M -$317K -1,063 -4%
WB
643
WesBanco Bank
West Virginia
$6.99M +$459K +1,539 +7%
EF
644
Empirical Finance
Pennsylvania
$6.96M +$946K +3,168 +16%
CA
645
Calton & Associates
Florida
$6.95M +$1.97M +6,606 +40%
Jones Financial Companies
646
Jones Financial Companies
Missouri
$6.93M +$201K +674 +3%
PNC
647
Park National Corp
Ohio
$6.91M +$6.57K +22 +0.1%
FA
648
FCG Advisors
New Jersey
$6.91M +$353K +1,184 +5%
CSM
649
CAMG Solamere Management
North Carolina
$6.81M -$22.1K -74 -0.3%
SAM
650
Silvercrest Asset Management
New York
$6.8M +$958K +3,208 +16%
24 25
26
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