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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 %
CBT
1001
Central Bank & Trust
Kentucky
$1.87M -$40.6K -136 -2%
AP
1002
Appleton Partners
Massachusetts
$1.87M +$2.39K +8 +0.1%
RG
1003
Rathbones Group
United Kingdom
$1.85M -$9.85K -33 -0.5%
ZF
1004
Zhang Financial
Michigan
$1.85M -$10.1K -34 -0.5%
DPI
1005
Diversified Portfolios Inc
Michigan
$1.83M -$24.8K -83 -1%
NIM
1006
Northeast Investment Management
Massachusetts
$1.83M – – –
CCT
1007
Chemung Canal Trust
New York
$1.83M +$404K +1,353 +28%
SHJ
1008
Sharkey, Howes & Javer
Colorado
$1.82M +$239K +800 +15%
WI
1009
Wedgewood Investors
Pennsylvania
$1.82M -$7.46K -25 -0.4%
GC
1010
Gratus Capital
Georgia
$1.82M -$896 -3 -0%
UR
1011
USCA RIA
Texas
$1.81M -$5.97K -20 -0.3%
GJIC
1012
Gamble Jones Investment Counsel
California
$1.81M +$11.3K +38 +0.6%
TA
1013
Townsend & Associates
Colorado
$1.8M +$1.8M +6,214 New
SIC
1014
Salem Investment Counselors
North Carolina
$1.8M +$2.09K +7 +0.1%
BNP Paribas Financial Markets
1015
BNP Paribas Financial Markets
France
$1.79M -$33.1M -110,800 -95%
RPGK
1016
Retirement Planning Group (Kansas)
Kansas
$1.79M -$108K -361 -6%
RMC
1017
Resources Management Corp
Connecticut
$1.79M +$1.79M +5,993 New
TPCM
1018
Three Peaks Capital Management
Colorado
$1.79M +$1.79M +5,987 New
MWM
1019
MinichMacGregor Wealth Management
New York
$1.78M +$1.78M +5,978 New
AWS
1020
AJ Wealth Strategies
New York
$1.78M -$367K -1,231 -17%
BP
1021
BBR Partners
New York
$1.78M +$1.78M +5,956 New
RCG
1022
Rock Creek Group
District of Columbia
$1.78M -$5.9M -19,766 -77%
TCPWM
1023
Traverso Chambers Private Wealth Management
California
$1.77M – – –
MCM
1024
McRae Capital Management
New Jersey
$1.77M +$53.7K +180 +3%
CPIA
1025
Cornell Pochily Investment Advisors
New York
$1.76M -$40.3K -135 -2%
39 40
41
42 43