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iShares Core S&P 500 ETF
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Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
751
Central Trust Company
Missouri
$6.27M +$37.5K +121 +0.6%
SDAM
752
Shulman DeMeo Asset Management
New York
$6.2M -$160K -517 -3%
HH
753
Hilltop Holdings
Texas
$6.19M +$5.41M +17,474 +694%
1IA
754
1834 Investment Advisors
Wisconsin
$6.17M -$277K -895 -4%
CA
755
Calton & Associates
Florida
$6.16M +$1.56M +5,029 +34%
KIA
756
KCM Investment Advisors
California
$6.15M -$22.6M -72,918 -79%
AAM
757
Aureus Asset Management
Massachusetts
$6.15M +$1.21M +3,909 +25%
SS
758
Sunbelt Securities
Texas
$6.14M -$13.7M -44,098 -69%
KA
759
Kovack Advisors
Florida
$6.14M +$662K +2,139 +12%
FIM
760
Fernwood Investment Management
Massachusetts
$6.14M +$32.5K +105 +0.5%
PFGIA
761
Patriot Financial Group Insurance Agency
Massachusetts
$6.12M +$1.65M +5,324 +37%
IAA
762
Independent Advisor Alliance
North Carolina
$6.09M -$1.1M -3,325 -15%
JIR
763
James Investment Research
Ohio
$6.09M -$160K -515 -3%
TCM
764
Telos Capital Management
California
$6.03M +$10.5K +34 +0.2%
DW
765
Domani Wealth
Pennsylvania
$6.02M -$574K -1,852 -9%
FC
766
Ferris Capital
Massachusetts
$6M +$1.31M +4,243 +28%
IIC
767
Integrated Investment Consultants
Michigan
$5.94M +$186K +601 +3%
IFWM
768
Institute for Wealth Management
Colorado
$5.91M +$893K +2,885 +18%
LSAG
769
Lake Street Advisors Group
New Hampshire
$5.89M +$603K +1,946 +11%
BAS
770
Brown Advisory Securities
Maryland
$5.89M -$348K -1,088 -6%
NCM
771
Novare Capital Management
North Carolina
$5.89M -$526K -1,699 -8%
GVAG
772
Great Valley Advisor Group
Delaware
$5.86M +$2.71M +8,740 +86%
CRCM
773
Corbett Road Capital Management
Virginia
$5.71M +$446K +1,439 +8%
LWP
774
Legacy Wealth Partners
California
$5.66M +$1.5M +4,829 +36%
BWP
775
Baldwin Wealth Partners
Massachusetts
$5.66M -$65K -210 -1%
29 30
31
32 33