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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 %
GWMIA
801
Global Wealth Management Investment Advisory
Florida
$5.11M -$926K -2,991 -15%
KC
802
Kingfisher Capital
North Carolina
$5.08M +$2.04M +6,574 +67%
BAM
803
Baldrige Asset Management
Pennsylvania
$5.07M +$5.58K +18 +0.1%
SB
804
Simmons Bank
Arkansas
$5.06M – – –
OCM
805
One Capital Management
California
$5.05M +$1.96M +6,344 +64%
RWA
806
Redhawk Wealth Advisors
Minnesota
$5.03M +$3.99M +12,877 +384%
RIM
807
Rockbridge Investment Management
New York
$5M +$5M +16,157 New
AFP
808
Ausdal Financial Partners
Iowa
$5M -$9.91K -32 -0.2%
TPWA
809
TRUE Private Wealth Advisors
Oregon
$4.97M -$2.07M -6,677 -29%
BWA
810
BlueSky Wealth Advisors
North Carolina
$4.97M -$145K -467 -3%
MI
811
Moneywise Inc
Virginia
$4.96M +$120K +388 +2%
GFS
812
GYL Financial Synergies
Connecticut
$4.96M -$3.88M -12,524 -44%
PAG
813
Private Advisory Group
Washington
$4.95M -$475K -1,534 -9%
ACM
814
Armbruster Capital Management
New York
$4.92M -$367K -1,186 -7%
LWAC
815
Laurel Wealth Advisors (California)
California
$4.91M -$295K -953 -6%
MWPCG
816
Measured Wealth Private Client Group
New Hampshire
$4.91M -$145K -468 -3%
WAP
817
Wealthcare Advisory Partners
Pennsylvania
$4.88M +$292K +944 +6%
MBT
818
Montecito Bank & Trust
California
$4.86M +$745K +2,406 +18%
BCWM
819
Bartlett & Co Wealth Management
Ohio
$4.82M +$101K +326 +2%
BC
820
Bartlett & Co
Ohio
$4.82M +$101K +326 +2%
FA
821
FCG Advisors
New Jersey
$4.82M -$4.2M -13,550 -47%
Jones Financial Companies
822
Jones Financial Companies
Missouri
$4.8M -$55.1K -178 -1%
TC
823
Telemus Capital
Michigan
$4.8M +$1.64M +5,137 +52%
CI
824
Cavalier Investments
Georgia
$4.79M +$1.72M +5,547 +56%
OIM
825
Opus Investment Management
Massachusetts
$4.77M – – –
31 32
33
34 35