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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 %
GIA
851
Gateway Investment Advisers
Ohio
$3.14M -$341M -1,142,598 -99%
PF
852
Phoenix Financial
Israel
$3.13M +$3.13M +10,950 New
MSAM
853
Moloney Securities Asset Management
Missouri
$3.12M -$85.1K -285 -3%
KPW
854
Kore Private Wealth
New York
$3.11M – – –
IAA
855
Independent Advisor Alliance
North Carolina
$3.1M +$3.1M +9,997 New
CA
856
Commerzbank Aktiengesellschaft
Germany
$3.09M – – –
Retirement Systems of Alabama
857
Retirement Systems of Alabama
Alabama
$3.09M – – –
1NWS
858
1 North Wealth Services
Maryland
$3.09M +$3.09M +10,333 New
W
859
Wealthquest
Ohio
$3.08M +$24.5K +82 +0.8%
JGIA
860
Jackson Grant Investment Advisers
Connecticut
$3.08M +$13.7K +46 +0.4%
KC
861
Kingfisher Capital
North Carolina
$3.07M +$78.2K +262 +3%
VAS
862
Vestmark Advisory Solutions
Massachusetts
$3.06M +$23K +77 +0.8%
SWM
863
Sequoia Wealth Management
Illinois
$3.06M +$405K +1,357 +15%
MFG
864
Merit Financial Group
Georgia
$3.06M +$3.06M +10,233 New
DY
865
Dowling & Yahnke
California
$3.04M -$139K -466 -4%
BBPWM
866
Blue Bell Private Wealth Management
Pennsylvania
$2.99M +$82.1K +275 +3%
AAM
867
Autus Asset Management
Arizona
$2.97M +$84.5K +283 +3%
CWM
868
Cabot Wealth Management
Massachusetts
$2.96M -$28.1K -94 -0.9%
GC
869
Grace Capital
Massachusetts
$2.94M +$1.05M +4,030 +56%
FG
870
Fiduciary Group
Georgia
$2.93M -$71.3K -239 -2%
WG
871
Welch Group
Alabama
$2.93M +$1.99M +6,679 +213%
Betterment LLC
872
Betterment LLC
New York
$2.93M – – –
PWMAG
873
Pinnacle Wealth Management Advisory Group
New Jersey
$2.93M +$464K +1,555 +19%
ACG
874
Allen Capital Group
Nebraska
$2.92M -$91.7K -313 -3%
CPP
875
Crow Point Partners
Massachusetts
$2.92M -$23.6K -79 -0.8%
33 34
35
36 37