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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 %
AA
776
Argent Advisors
Louisiana
$5.65M -$1M -3,231 -15%
WWM
777
WJ Wealth Management
Arizona
$5.62M +$2.25M +7,287 +67%
CCM
778
Canal Capital Management
Virginia
$5.6M -$749K -2,420 -12%
HT
779
Heritage Trust
Oklahoma
$5.6M -$625K -2,019 -10%
WAOI
780
Wealth Advisors of Iowa
Iowa
$5.57M +$1.57M +5,070 +39%
IC
781
InterOcean Capital
Illinois
$5.55M +$455K +1,470 +9%
BPC
782
Banque Pictet & Cie
Switzerland
$5.55M -$444K -1,434 -7%
PWAP
783
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.51M +$113K +364 +2%
VA
784
Valmark Advisers
Ohio
$5.51M -$308K -994 -5%
MWM
785
Mattern Wealth Management
Kansas
$5.5M -$268K -865 -5%
SAM
786
Silvercrest Asset Management
New York
$5.5M -$31.9K -103 -0.6%
GLA
787
Good Life Advisors
Pennsylvania
$5.45M -$14.1M -45,416 -72%
State Street
788
State Street
Massachusetts
$5.4M -$2.85M -9,195 -35%
SC
789
Sepio Capital
Utah
$5.38M +$5.38M +17,379 New
AFS
790
Axiom Financial Strategies
Indiana
$5.38M -$2.76M -8,898 -34%
SMG
791
Smart Money Group
Texas
$5.37M +$1.81M +5,829 +51%
CFG
792
Cooper Financial Group
California
$5.36M +$572K +1,848 +12%
JIP
793
Jaffetilchin Investment Partners
Florida
$5.36M +$1.08M +3,502 +25%
FHA
794
Flagship Harbor Advisors
Massachusetts
$5.32M +$1.4M +4,510 +36%
JFA
795
JNBA Financial Advisors
Minnesota
$5.3M -$3.75M -12,104 -41%
BWM
796
BerganKDV Wealth Management
Minnesota
$5.3M +$153K +493 +3%
PFS
797
Prospera Financial Services
Texas
$5.27M -$70K -226 -1%
LAS
798
Lloyd Advisory Services
Georgia
$5.26M -$675K -2,179 -11%
CC
799
Copperleaf Capital
North Carolina
$5.18M -$1.13M -3,634 -18%
CCP
800
Corient Capital Partners
California
$5.16M -$96.3K -311 -2%
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