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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 %
TCA
826
Transcend Capital Advisors
New Jersey
$5.19M +$5.19M +15,442 New
WR
827
Watson Rebecca
$5.18M +$394K +1,172 +8%
BC
828
Bartlett & Co
Ohio
$5.18M -$50.4K -150 -1%
BCWM
829
Bartlett & Co Wealth Management
Ohio
$5.18M -$50.4K -150 -1%
OIM
830
Opus Investment Management
Massachusetts
$5.18M – – –
PWMAG
831
Pinnacle Wealth Management Advisory Group
New Jersey
$5.17M +$347K +1,031 +7%
ACI
832
AMP Capital Investors
Australia
$5.17M +$3.66M +10,986 +244%
FMBTD
833
First Midwest Bank Trust Division
Illinois
$5.16M +$44K +131 +0.9%
PAG
834
Private Advisory Group
Washington
$5.15M -$222K -660 -4%
MFG
835
Merit Financial Group
Georgia
$5.1M +$1.12M +3,321 +28%
ACM
836
Armbruster Capital Management
New York
$5.09M -$252K -750 -5%
CNHF
837
Conrad N. Hilton Foundation
California
$5.06M -$45.9M -136,610 -90%
NL
838
NEPC LLC
Massachusetts
$5.04M +$25.2K +75 +0.5%
MWPCG
839
Measured Wealth Private Client Group
New Hampshire
$5.03M -$294K -876 -6%
WB
840
West Bancorporation
Iowa
$5.03M -$22.5K -67 -0.4%
OFG
841
OmniStar Financial Group
North Carolina
$5M +$249K +742 +5%
FWM
842
Frontier Wealth Management
Missouri
$5M -$154K -459 -3%
WP
843
WMS Partners
Maryland
$5M +$205K +610 +4%
PAM
844
Peak Asset Management
Colorado
$4.99M -$38K -113 -0.8%
FWIA
845
Fort Washington Investment Advisors
Ohio
$4.98M -$44K -131 -0.9%
FFG
846
Ford Financial Group
California
$4.98M +$218K +648 +5%
YIA
847
YHB Investment Advisors
Connecticut
$4.97M +$4.97M +14,784 New
DC
848
Davenport & Co
Virginia
$4.91M +$145K +432 +3%
KWM
849
Kingsview Wealth Management
Oregon
$4.89M +$147K +437 +3%
CCG
850
Cypress Capital Group
Florida
$4.85M +$96.8K +288 +2%
32 33
34
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