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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 %
OFG
801
OmniStar Financial Group
North Carolina
$3.89M +$185K +619 +5%
FSC
802
Full Sail Capital
Oklahoma
$3.88M +$667K +2,145 +21%
CAG
803
Csenge Advisory Group
Florida
$3.88M +$532K +1,781 +16%
TFCP
804
Twin Focus Capital Partners
Massachusetts
$3.87M -$597 -2 -0%
JWA
805
JFS Wealth Advisors
Pennsylvania
$3.84M +$133K +447 +4%
WPW
806
Waldron Private Wealth
Pennsylvania
$3.84M +$333K +1,114 +9%
WP
807
WealthSource Partners
California
$3.81M +$272K +910 +8%
SFM
808
Signet Financial Management
New Jersey
$3.79M -$204K -659 -5%
BC
809
Bartlett & Co
Ohio
$3.73M +$590K +1,977 +19%
BCWM
810
Bartlett & Co Wealth Management
Ohio
$3.73M +$590K +1,977 +19%
SJIM
811
St. Johns Investment Management
Florida
$3.73M -$254K -850 -6%
CIC
812
Carnegie Investment Counsel
Ohio
$3.72M -$17.3K -58 -0.5%
GP
813
Geneva Partners
Wisconsin
$3.69M +$150K +504 +4%
SFP
814
Shepherd Financial Partners
Massachusetts
$3.69M -$139K -465 -4%
JIP
815
Jaffetilchin Investment Partners
Florida
$3.68M -$68.4K -229 -2%
MWM
816
Mission Wealth Management
California
$3.68M -$73.7K -247 -2%
HCM
817
Harvey Capital Management
Florida
$3.67M -$17.9K -60 -0.5%
CFG
818
Cooper Financial Group
California
$3.67M +$102K +343 +3%
AWM
819
Alterna Wealth Management
Texas
$3.66M +$1.8M +6,017 +96%
UIA
820
UBP Investment Advisors
Switzerland
$3.66M – – –
MFP
821
Meridian Financial Partners
Virginia
$3.63M -$252K -870 -6%
QCG
822
Quadrant Capital Group
Ohio
$3.61M +$333K +1,120 +10%
APG
823
Abacus Planning Group
South Carolina
$3.6M +$16.4K +55 +0.5%
CG
824
Caprock Group
Idaho
$3.6M +$102K +340 +3%
RBC
825
Roble Belko & Company
Pennsylvania
$3.55M +$822K +2,752 +30%
31 32
33
34 35