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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 %
IWMA
651
Ironwood Wealth Management (Arizona)
Arizona
$6.77M +$342K +1,145 +5%
PCG
652
Private Capital Group
Connecticut
$6.77M +$1.06M +3,566 +19%
LIM
653
Leavell Investment Management
Alabama
$6.76M -$38.8K -130 -0.6%
BRM
654
Boston Research & Management
Massachusetts
$6.73M +$676K +2,265 +11%
FCI
655
Financial Counselors Inc
Kansas
$6.66M +$498K +1,667 +8%
IC
656
Intersect Capital
California
$6.64M -$44.8K -150 -0.7%
SP
657
SWS Partners
Ohio
$6.64M +$449K +1,435 +7%
WJWM
658
Williams Jones Wealth Management
New York
$6.58M +$6.58M +22,044 New
GRP
659
Global Retirement Partners
California
$6.55M +$569K +1,907 +10%
CI
660
Cavalier Investments
Georgia
$6.54M -$341K -1,141 -5%
WWM
661
Windsor Wealth Management
Indiana
$6.51M +$377K +1,303 +6%
FFM
662
Fullerton Fund Management
Singapore
$6.5M +$1.25M +4,199 +24%
HSA
663
HBK Sorce Advisory
Pennsylvania
$6.47M -$649K -2,174 -9%
WP
664
WealthPLAN Partners
Nebraska
$6.46M +$50.4K +162 +0.8%
NEAM
665
New England Asset Management
Connecticut
$6.45M – – –
Truist Financial
666
Truist Financial
North Carolina
$6.41M -$906K -3,036 -12%
PCA
667
Peddock Capital Advisors
Massachusetts
$6.36M -$398K -1,334 -6%
FA
668
FDx Advisors
Illinois
$6.35M -$35.6M -119,146 -85%
LNB
669
Ledyard National Bank
$6.34M +$137K +460 +2%
FMBTD
670
First Midwest Bank Trust Division
Illinois
$6.34M +$93.4K +313 +1%
PCA
671
Providence Capital Advisors
North Carolina
$6.32M -$565K -1,894 -8%
BOS
672
Bank of Stockton
California
$6.3M -$652K -2,185 -9%
PWM
673
Perigon Wealth Management
California
$6.3M +$146K +485 +2%
HSWM
674
Hubbell Strickland Wealth Management
Louisiana
$6.28M +$6.28M +21,028 New
BFEC
675
Benjamin F. Edwards & Company
Missouri
$6.26M +$576K +1,929 +10%
25 26
27
28 29