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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 %
HH
1001
HWG Holdings
Texas
$3.12M +$1.73M +5,159 +125%
BFA
1002
Beacon Financial Advisory
Ohio
$3.11M -$293K -871 -9%
NWM
1003
Northwest Wealth Management
Iowa
$3.1M -$48.4K -144 -2%
JGIA
1004
Jackson Grant Investment Advisers
Connecticut
$3.09M +$12.1K +36 +0.4%
AF
1005
Advisornet Financial
Minnesota
$3.09M -$14.9M -44,227 -83%
X
1006
Xponance
Pennsylvania
$3.07M -$629K -1,870 -17%
CCA
1007
Cobblestone Capital Advisors
New York
$3.07M -$81.7K -243 -3%
SSWG
1008
Seven Springs Wealth Group
Tennessee
$3.06M -$23.9K -71 -0.8%
WPW
1009
Waldron Private Wealth
Pennsylvania
$3.05M -$832K -2,476 -21%
STB
1010
S&T Bank
Pennsylvania
$3.02M -$158K -469 -5%
SWP
1011
Summit Wealth Partners
Florida
$3.01M -$447K -1,329 -13%
GIA
1012
Guyasuta Investment Advisors
Pennsylvania
$3.01M +$67.2K +200 +2%
OR
1013
Olympiad Research
Connecticut
$3M +$2.44M +7,247 +431%
KF
1014
Krilogy Financial
Missouri
$3M -$724K -2,155 -19%
DY
1015
Dowling & Yahnke
California
$2.99M +$54.8K +163 +2%
CG
1016
Cynosure Group
Utah
$2.99M -$147K -436 -5%
CT
1017
Clearstead Trust
Maine
$2.97M – – –
SP
1018
Successful Portfolios
Florida
$2.95M -$162K -483 -5%
HCM
1019
Harvey Capital Management
Florida
$2.94M -$76.3K -227 -3%
RDWM
1020
Red Door Wealth Management
Tennessee
$2.94M – – –
SBH
1021
Segall Bryant & Hamill
Illinois
$2.93M +$765K +2,280 +35%
EW
1022
Emerson Wealth
Michigan
$2.89M – – –
DI
1023
Disciplined Investments
Oklahoma
$2.88M -$269K -801 -9%
Zurich Cantonal Bank
1024
Zurich Cantonal Bank
Switzerland
$2.88M – – –
MWM
1025
Madison Wealth Management
Ohio
$2.85M -$8.07K -24 -0.3%
39 40
41
42 43