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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 %
GCM
701
Gibraltar Capital Management
Oklahoma
$5.81M +$5.45M +18,261 +1,512%
IFWM
702
Institute for Wealth Management
Colorado
$5.81M -$308K -1,031 -5%
FIM
703
Fernwood Investment Management
Massachusetts
$5.72M -$22.7K -76 -0.4%
CTC
704
Central Trust Company
Missouri
$5.72M -$27.5K -92 -0.5%
LWM
705
Liberty Wealth Management
California
$5.68M +$479K +1,603 +9%
ACM
706
Armbruster Capital Management
New York
$5.67M -$41.8K -140 -0.7%
PI
707
Parkside Investments
Illinois
$5.67M -$256K -858 -4%
MWPCG
708
Measured Wealth Private Client Group
New Hampshire
$5.67M -$9.07M -30,381 -62%
TCM
709
Telos Capital Management
California
$5.65M +$6.57K +22 +0.1%
GW
710
GW & Wade
Massachusetts
$5.62M +$121K +405 +2%
RHBC
711
R.H. Bluestein & Co
Michigan
$5.61M +$4.96M +16,623 +771%
Treasurer of the State of North Carolina
712
Treasurer of the State of North Carolina
North Carolina
$5.56M +$4.72M +15,824 +566%
TVAMP
713
Tennessee Valley Asset Management Partners
Tennessee
$5.55M +$342K +1,146 +7%
Jane Street
714
Jane Street
New York
$5.54M -$3.13M -10,497 -36%
MC
715
Middleton & Co
Massachusetts
$5.53M -$47.5K -159 -0.9%
LSAG
716
Lake Street Advisors Group
New Hampshire
$5.49M +$3.97M +13,310 +261%
AF
717
Allworth Financial
California
$5.41M -$848K -2,841 -14%
SMFS
718
Squar Milner Financial Services
California
$5.4M +$1.89M +5,616 +54%
FPCG
719
Fort Pitt Capital Group
Pennsylvania
$5.38M +$3.95M +13,245 +278%
BWP
720
Baldwin Wealth Partners
Massachusetts
$5.34M -$663K -2,220 -11%
BWA
721
BlueSky Wealth Advisors
North Carolina
$5.29M -$251K -858 -5%
SS
722
Sunbelt Securities
Texas
$5.23M +$1.32M +4,428 +34%
BHWM
723
Bay Harbor Wealth Management
Maryland
$5.2M +$558K +1,871 +12%
MWC
724
MBM Wealth Consultants
Missouri
$5.17M +$357K +1,196 +7%
GWMIA
725
Global Wealth Management Investment Advisory
Florida
$5.16M +$507K +1,697 +11%
27 28
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