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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 %
RCG
951
Ruggie Capital Group
Florida
$2.21M +$2.21M +7,386 New
SBH
952
Segall Bryant & Hamill
Illinois
$2.2M -$45.7K -153 -2%
BFM
953
Boston Financial Management
Massachusetts
$2.19M -$537K -1,800 -20%
BFWA
954
Benchmark Financial Wealth Advisors
Florida
$2.19M +$818K +2,738 +60%
CF
955
Corrigan Financial
Rhode Island
$2.19M -$41.2K -138 -2%
CSIC
956
Clifford Swan Investment Counsel
California
$2.19M – – –
SCP
957
Syntal Capital Partners
Texas
$2.18M – – –
IIC
958
Ironwood Investment Counsel
Arizona
$2.18M +$80.9K +271 +4%
KF
959
Krilogy Financial
Missouri
$2.17M -$24.5K -82 -1%
BB
960
Busey Bank
Illinois
$2.17M +$1.32M +4,426 +157%
SC
961
Slow Capital
California
$2.16M +$213K +712 +11%
FWM
962
Foresight Wealth Management
Utah
$2.16M -$580K -1,944 -21%
CFS
963
CRA Financial Services
New Jersey
$2.15M -$9.25K -31 -0.4%
SBWM
964
Sunflower Bank Wealth Management
Arizona
$2.15M – – –
CLOS
965
Compagnie Lombard Odier SCmA
Switzerland
$2.15M – – –
TIM
966
Total Investment Management
Arizona
$2.14M +$36.7K +123 +2%
NL
967
NVWM LLC
Pennsylvania
$2.13M -$7.76K -26 -0.4%
HPWM
968
Highland Private Wealth Management
Washington
$2.12M -$653K -2,187 -24%
AIM
969
Aspen Investment Management
Michigan
$2.12M +$321K +1,075 +18%
VIM
970
Vista Investment Management
Pennsylvania
$2.12M -$1.19K -4 -0.1%
LCM
971
Liberty Capital Management
Michigan
$2.11M – – –
CWM
972
Concentric Wealth Management
California
$2.11M +$3.58K +12 +0.2%
IRC
973
Investors Research Corp
Georgia
$2.1M +$1.93M +6,468 +1,121%
BFC
974
Bedel Financial Consulting
Indiana
$2.1M -$72.9K -244 -3%
IAS
975
IMA Advisory Services
Colorado
$2.1M -$2.39K -8 -0.1%
37 38
39
40 41