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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 %
JIC
901
Joel Isaacson & Co
New York
$2.65M -$192K -642 -7%
AA
902
Advisory Alpha
Michigan
$2.65M -$165K -561 -6%
BMM
903
Buffington Mohr McNeal
Idaho
$2.64M +$12.5K +42 +0.5%
WPW
904
Winthrop Partners - WNY
New York
$2.64M +$26K +87 +1%
FWP
905
FAS Wealth Partners
Kansas
$2.63M +$135K +452 +5%
HIM
906
Hanlon Investment Management
New Jersey
$2.62M -$2.13M -7,119 -45%
PCA
907
Personal Capital Advisors
California
$2.6M +$13.7K +46 +0.5%
EAM
908
Evanson Asset Management
California
$2.59M -$90.5K -303 -3%
Koshinski Asset Management
909
Koshinski Asset Management
Illinois
$2.57M +$422K +1,414 +20%
ECM
910
Exchange Capital Management
Michigan
$2.55M -$12.8K -43 -0.5%
NWM
911
Northwest Wealth Management
Iowa
$2.54M -$203K -681 -7%
DWM
912
Dakota Wealth Management
Florida
$2.53M +$156K +524 +7%
PWP
913
Private Wealth Partners
California
$2.52M – – –
HR
914
Hayden Royal
North Carolina
$2.51M +$370K +1,240 +17%
AFS
915
Access Financial Services
Minnesota
$2.49M -$37.3K -125 -1%
EFS
916
Essex Financial Services
Connecticut
$2.49M +$669K +2,239 +37%
LA
917
Lau Associates
Delaware
$2.46M +$2.46M +8,250 New
RG
918
Rikoon Group
New Mexico
$2.46M -$12.5K -42 -0.5%
PWM
919
Paulson Wealth Management
Illinois
$2.45M +$1.79K +6 +0.1%
NEGWA
920
New England Guild Wealth Advisors
Connecticut
$2.45M +$93.8K +314 +4%
WCWM
921
Wooster Corthell Wealth Management
Connecticut
$2.43M -$51.7K -173 -2%
AIP
922
Ahrens Investment Partners
Louisiana
$2.43M -$415K -1,389 -15%
SFG
923
SNS Financial Group
Minnesota
$2.42M +$47.5K +159 +2%
ZB
924
Zions Bancorporation
Utah
$2.41M – – –
PPP
925
Private Portfolio Partners
New Jersey
$2.4M +$1.78M +5,953 +284%
35 36
37
38 39