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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 %
VWA
676
VERITY Wealth Advisors
United States
$6.26M -$30.5K -102 -0.5%
TPWA
677
TRUE Private Wealth Advisors
Oregon
$6.25M +$1.31M +4,397 +27%
SFA
678
Sequoia Financial Advisors
Ohio
$6.25M +$559K +1,871 +10%
MWA
679
Meridian Wealth Advisors
Texas
$6.19M +$6.19M +20,725 New
ACM
680
AlphaStar Capital Management
North Carolina
$6.13M -$103K -344 -2%
SDAM
681
Shulman DeMeo Asset Management
New York
$6.11M -$293K -982 -5%
HR
682
Howe & Rusling
New York
$6.08M +$77.6K +260 +1%
GG
683
Gofen & Glossberg
Illinois
$6.05M -$88.4K -296 -1%
BRWM
684
B. Riley Wealth Management
Tennessee
$6.05M +$629K +2,108 +12%
PFM
685
Patton Fund Management
Texas
$6.02M -$36.9M -123,723 -86%
Cetera Investment Advisers
686
Cetera Investment Advisers
Illinois
$6M +$274K +918 +5%
PFG
687
Pacific Financial Group
Washington
$5.96M +$146K +494 +3%
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$5.93M +$166K +556 +3%
WCF
689
West Coast Financial
California
$5.92M -$156K -522 -3%
PWA
690
Peterson Wealth Advisors
Utah
$5.92M -$32.8K -110 -0.6%
TC
691
Trilogy Capital
California
$5.9M -$538K -1,817 -8%
FC
692
Ferris Capital
Massachusetts
$5.88M +$651K +2,180 +12%
BA
693
Ballew Advisors
Mississippi
$5.86M +$1.06M +3,645 +22%
BWCS
694
Beirne Wealth Consulting Services
Connecticut
$5.85M +$707K +2,367 +14%
TI
695
Truepoint Inc
Ohio
$5.85M -$10.7K -36 -0.2%
IB
696
Intrust Bank
Kansas
$5.84M +$2.05M +6,853 +54%
LFG
697
LifePlan Financial Group
Ohio
$5.84M -$78.2K -262 -1%
Capital Fund Management (CFM)
698
Capital Fund Management (CFM)
France
$5.83M +$925K +3,100 +19%
CTA
699
Chesley Taft & Associates
Illinois
$5.82M +$634K +2,123 +12%
HT
700
Heritage Trust
Oklahoma
$5.82M +$2.61M +8,745 +81%
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