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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 %
STB
876
S&T Bank
Pennsylvania
$2.92M – – –
NSIM
877
North Star Investment Management
Illinois
$2.91M +$6.87K +23 +0.2%
CS
878
Credit Suisse
Switzerland
$2.89M -$7.14M -23,919 -71%
BCA
879
Bray Capital Advisors
Florida
$2.89M +$318K +1,065 +12%
VAG
880
VisionPoint Advisory Group
Texas
$2.88M +$454K +1,533 +19%
WPC
881
Waters Parkerson & Co
Louisiana
$2.88M -$9.25K -31 -0.3%
CG
882
Cynosure Group
Utah
$2.87M -$50.8K -170 -2%
PCS
883
Personal CFO Solutions
New Jersey
$2.85M +$2.85M +9,633 New
DI
884
DAGCO Inc
Ohio
$2.85M +$292K +977 +11%
RWA
885
River Wealth Advisors
Pennsylvania
$2.83M +$341K +1,143 +14%
NWA
886
New World Advisors
Massachusetts
$2.82M +$656K +2,198 +30%
OCM
887
One Capital Management
California
$2.82M -$43.6K -146 -2%
GVAG
888
Great Valley Advisor Group
Delaware
$2.81M -$60.9K -204 -2%
BW
889
Biegel & Waller
Maryland
$2.8M -$6.27K -21 -0.2%
SG Americas Securities
890
SG Americas Securities
New York
$2.79M +$939K +3,145 +51%
QCM
891
Quest Capital Management
Texas
$2.78M +$71.3K +239 +3%
GKWIM
892
Gerber Kawasaki Wealth & Investment Management
California
$2.76M +$266K +891 +11%
HFA
893
High Falls Advisors
New York
$2.76M +$341K +1,142 +14%
SWM
894
SVA Wealth Management
Wisconsin
$2.75M +$323K +1,081 +13%
WPSG
895
Wealth & Pension Services Group
Georgia
$2.73M -$671K -2,246 -20%
AAM
896
Aureus Asset Management
Massachusetts
$2.72M -$2.99K -10 -0.1%
STMM
897
South Texas Money Management
Texas
$2.72M -$55.8K -187 -2%
ACI
898
Alpha Cubed Investments
California
$2.68M +$110K +367 +4%
FCA
899
FinTrust Capital Advisors
South Carolina
$2.67M -$609K -2,040 -19%
EWM
900
Endurance Wealth Management
Rhode Island
$2.67M +$267K +893 +11%
34 35
36
37 38