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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 %
IP
726
Investment Partners
Ohio
$5.14M +$738K +2,473 +17%
PAM
727
Peak Asset Management
Colorado
$5.12M +$63K +211 +1%
LWAC
728
Laurel Wealth Advisors (California)
California
$5.09M +$299K +1,002 +6%
PO
729
Private Ocean
California
$5.08M +$114K +381 +2%
Lido Advisors
730
Lido Advisors
California
$5.01M +$779K +2,611 +18%
FPCP
731
Fort Point Capital Partners
California
$4.99M +$1.39M +4,654 +39%
BOTW
732
Bank of the West
California
$4.94M +$137K +459 +3%
PAG
733
Private Advisory Group
Washington
$4.93M +$133K +444 +3%
CFD
734
Creative Financial Designs
Indiana
$4.93M +$683K +2,360 +16%
CRC
735
Curi RMB Capital
Illinois
$4.93M -$20.9K -70 -0.4%
SB
736
Simmons Bank
Arkansas
$4.92M +$422K +1,413 +9%
NCM
737
Novare Capital Management
North Carolina
$4.9M +$387K +1,295 +9%
BCM
738
Beck Capital Management
Texas
$4.88M -$1.22M -4,097 -20%
PWAP
739
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.85M -$509K -1,705 -9%
WCM
740
WealthBridge Capital Management
Ohio
$4.85M +$1.25M +4,196 +35%
C
741
Clearshares
New York
$4.81M -$386K -1,292 -7%
BWM
742
BerganKDV Wealth Management
Minnesota
$4.79M -$56.7K -190 -1%
VHAM
743
Van Hulzen Asset Management
California
$4.76M +$202K +677 +4%
JA
744
JVL Associates
Michigan
$4.75M -$14.6K -49 -0.3%
SI
745
Stephens Inc
Arkansas
$4.74M +$285K +955 +6%
F
746
F3Logic
Minnesota
$4.74M -$1.49M -4,994 -24%
CCFM
747
Clear Creek Financial Management
Washington
$4.73M -$617K -1,987 -12%
KCP
748
KDI Capital Partners
North Carolina
$4.72M +$178K +596 +4%
MWC
749
MKD Wealth Coaches
Michigan
$4.71M +$26.9K +90 +0.6%
CC
750
Chicago Capital
Illinois
$4.71M +$92.5K +310 +2%
28 29
30
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