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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 %
CCM
926
Condor Capital Management
New Jersey
$4M -$270K -802 -6%
AWS
927
AJ Wealth Strategies
New York
$4M – – –
BO
928
BRR OpCo
Ohio
$4M +$524K +1,559 +15%
AFM
929
Andesa Financial Management
Pennsylvania
$3.99M +$2.12M +6,309 +114%
KFGK
930
Keystone Financial Group (Kentucky)
Kentucky
$3.99M +$49.7K +148 +1%
BBVA
931
Banco Bilbao Vizcaya Argentaria
Spain
$3.98M +$490K +1,457 +14%
FFW
932
Fusion Family Wealth
New York
$3.97M -$307K -913 -7%
LWAC
933
Laurel Wealth Advisors (California)
California
$3.94M -$1.39M -4,136 -26%
SFM
934
Signet Financial Management
New Jersey
$3.92M -$20.3K -59 -0.5%
UTC
935
Unified Trust Company
Kentucky
$3.92M -$8.74K -26 -0.2%
ACA
936
Ackerman Capital Advisors
Texas
$3.9M – – –
WMA
937
White Mountains Advisors
Connecticut
$3.87M -$35M -104,200 -90%
WMA
938
Wealth Management Associates
New Jersey
$3.85M -$58.8K -175 -2%
TI
939
Trexquant Investment
Connecticut
$3.84M +$614K +1,828 +19%
CAG
940
Csenge Advisory Group
Florida
$3.84M -$695K -2,067 -15%
CRC
941
Curi RMB Capital
Illinois
$3.76M -$220K -655 -6%
BG
942
Berry Group
Massachusetts
$3.76M -$6.72K -20 -0.2%
9WM
943
9258 Wealth Management
Ohio
$3.73M -$124K -380 -3%
SGK
944
Steigerwald Gordon & Koch
Virginia
$3.71M -$98.8K -294 -3%
GLLW
945
Graves Light Lenhart Wealth
Virginia
$3.71M +$234K +695 +7%
SFG
946
Summit Financial Group
West Virginia
$3.71M -$27.2K -81 -0.7%
BAMG
947
Brand Asset Management Group
Missouri
$3.7M -$105K -312 -3%
IAIM
948
International Assets Investment Management
Florida
$3.68M +$75.9K +226 +2%
FFG
949
Frisch Financial Group
New York
$3.67M +$14.1K +42 +0.4%
RVPG
950
Relative Value Partners Group
$3.66M +$60.2K +179 +2%
36 37
38
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