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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 %
SF
926
Synovus Financial
Georgia
$2.4M +$338K +1,131 +16%
CCM
927
Cohen Capital Management
California
$2.39M – – –
FIB
928
First Interstate Bank
Montana
$2.39M -$200K -671 -8%
FPTW
929
Franklin, Parlapiano, Turner & Welch
Texas
$2.38M – – –
TCOV
930
Trust Company of Vermont
Vermont
$2.36M +$32.8K +110 +1%
SIS
931
Sound Income Strategies
Florida
$2.36M +$94.9K +318 +4%
NGA
932
Naples Global Advisors
Florida
$2.35M +$441K +1,476 +23%
SDWMA
933
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.35M -$209K -700 -8%
PFM
934
Parsec Financial Management
North Carolina
$2.33M +$408K +1,367 +21%
EP
935
Edgestream Partners
New Jersey
$2.3M +$674K +2,257 +41%
BCA
936
Bay Colony Advisors
Massachusetts
$2.3M -$4.1M -13,728 -64%
FFW
937
Fusion Family Wealth
New York
$2.3M -$91.7K -307 -4%
RVPG
938
Relative Value Partners Group
$2.29M -$573K -1,918 -20%
CA
939
Capital Advantage
California
$2.29M +$2.29M +7,665 New
HBWM
940
Hollow Brook Wealth Management
New York
$2.28M – – –
IA
941
IndexIQ Advisors
New York
$2.27M +$46.9K +157 +2%
SG
942
StoneX Group
New York
$2.26M -$5.03M -16,835 -69%
PL
943
Plancorp LLC
Missouri
$2.26M – – –
CFA
944
Cahill Financial Advisors
Minnesota
$2.25M +$755K +2,528 +50%
CMP
945
Courage Miller Partners
Virginia
$2.25M -$69.3K -232 -3%
LFA
946
Legacy Financial Advisors
Kentucky
$2.25M -$254K -852 -10%
GIA
947
Guyasuta Investment Advisors
Pennsylvania
$2.25M – – –
AC
948
Abbrea Capital
California
$2.24M -$1.19K -4 -0.1%
AF
949
Affiance Financial
Minnesota
$2.23M -$79.4K -266 -3%
SMG
950
Smart Money Group
Texas
$2.22M -$38.2K -128 -2%
36 37
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