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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 %
BHWM
676
Bay Harbor Wealth Management
Maryland
$8.98M +$1.32M +3,936 +17%
RIM
677
Rakuten Investment Management
Japan
$8.98M -$100K -300 -1%
PCM
678
Parsons Capital Management
Rhode Island
$8.93M -$120K -356 -1%
MNBTD
679
Moody National Bank Trust Division
Texas
$8.89M – – –
RCIM
680
Red Cedar Investment Management
Michigan
$8.8M +$8.8M +26,197 New
RWA
681
River Wealth Advisors
Pennsylvania
$8.76M +$1.44M +4,281 +20%
GAM
682
Gould Asset Management
California
$8.73M -$523K -1,556 -6%
WA
683
Waverly Advisors
Alabama
$8.69M -$257K -783 -3%
CIC
684
Cornercap Investment Counsel
Georgia
$8.67M +$8.67M +25,802 New
GWM
685
Gray Wealth Management
Maine
$8.61M -$121K -360 -1%
PWP
686
Personal Wealth Partners
Minnesota
$8.56M -$98.1K -292 -1%
BL
687
BFSG LLC
California
$8.54M -$230K -685 -3%
TC
688
Trilogy Capital
California
$8.53M +$1.04M +3,095 +14%
MCIA
689
Mountain Capital Investment Advisors
Colorado
$8.51M -$28.2M -79,669 -77%
CTA
690
Chesley Taft & Associates
Illinois
$8.48M +$52.1K +155 +0.6%
EK
691
Evensky & Katz
Florida
$8.47M -$640K -1,904 -7%
AAS
692
Annex Advisory Services
Wisconsin
$8.46M +$553K +1,646 +7%
EW
693
Element Wealth
Mississippi
$8.39M -$129K -384 -2%
Susquehanna International Group
694
Susquehanna International Group
Pennsylvania
$8.36M +$6.91M +20,552 +476%
TWA
695
TCI Wealth Advisors
Arizona
$8.34M -$147K -438 -2%
SFA
696
Sequoia Financial Advisors
Ohio
$8.32M +$365K +1,086 +5%
HR
697
Howe & Rusling
New York
$8.24M -$177K -526 -2%
HI
698
Horizon Investments
North Carolina
$8.21M +$3.97M +11,819 +94%
LFG
699
LifePlan Financial Group
Ohio
$8.15M +$77.6K +231 +1%
PWM
700
Perigon Wealth Management
California
$8.15M -$570K -1,697 -7%
26 27
28
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