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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 %
PFG
776
Pacific Financial Group
Washington
$6.14M +$850K +2,529 +16%
VWM
777
Venturi Wealth Management
Texas
$6.07M -$872K -2,594 -13%
JWM
778
Jackson Wealth Management
Florida
$6.05M -$994K -2,959 -14%
BWP
779
Baldwin Wealth Partners
Massachusetts
$6.03M -$110K -326 -2%
BPC
780
Banque Pictet & Cie
Switzerland
$6.02M – – –
SS
781
Sunbelt Securities
Texas
$6.02M -$6.14M -19,837 Closed
BPCE
782
Bank Pictet & Cie (Europe)
Germany
$6.01M -$5.04M -15,005 -46%
IAA
783
Independent Advisor Alliance
North Carolina
$6.01M -$85.8K -259 -1%
PWAP
784
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.97M -$11.4K -34 -0.2%
C
785
Certuity
Florida
$5.96M +$1.65M +4,901 +38%
T
786
TRUADVICE
Florida
$5.9M +$5.9M +17,264 New
S
787
SignatureFD
Georgia
$5.88M +$937K +2,789 +19%
Renaissance Technologies
788
Renaissance Technologies
New York
$5.85M +$5.85M +17,400 New
SC
789
Sepio Capital
Utah
$5.84M – – –
Neuberger Berman Group
790
Neuberger Berman Group
New York
$5.83M -$94.7M -281,665 -94%
AFS
791
Axiom Financial Strategies
Indiana
$5.83M -$9.07K -27 -0.2%
AFP
792
Ausdal Financial Partners
Iowa
$5.81M +$387K +1,152 +7%
Axa
793
Axa
France
$5.8M +$2.5M +7,487 +76%
1IA
794
1834 Investment Advisors
Wisconsin
$5.8M -$893K -2,657 -13%
WEPOG
795
Wealth Enhancement & Preservation of GA
Georgia
$5.75M +$5.75M +17,181 New
IFWM
796
Institute for Wealth Management
Colorado
$5.73M -$685K -2,039 -11%
BFG
797
Beacon Financial Group
Texas
$5.73M +$607K +1,806 +12%
UCMOK
798
United Capital Management of KS
Kansas
$5.72M -$1.38M -4,099 -19%
KC
799
Kingfisher Capital
North Carolina
$5.69M +$185K +550 +3%
CFG
800
Cooper Financial Group
California
$5.69M -$136K -404 -2%
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