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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 %
BS
1026
Boenning & Scattergood
Pennsylvania
$1.76M -$91.7K -307 -5%
NWP
1027
Northstar Wealth Partners
Connecticut
$1.74M +$21.8K +73 +1%
AIC
1028
Ameritas Investment Company
Nebraska
$1.74M -$21.3M -71,197 -92%
CL
1029
CIM LLC
New York
$1.74M +$14.9K +50 +0.9%
OC
1030
Oakworth Capital
Alabama
$1.72M -$91.3K -306 -5%
GA
1031
Geller Advisors
New York
$1.72M – – –
PIA
1032
Piedmont Investment Advisors
North Carolina
$1.72M +$694K +2,326 +68%
DAS
1033
Dynamic Advisor Solutions
Arizona
$1.7M +$92.8K +311 +6%
SFSIG
1034
San Francisco Sentry Investment Group
California
$1.7M +$20.6K +69 +1%
MCG
1035
MACRO Consulting Group
New Jersey
$1.69M -$47.2K -158 -3%
CF
1036
Centaurus Financial
California
$1.68M +$5.37K +18 +0.3%
RBFC
1037
Roman Butler Fullerton & Co
Missouri
$1.67M -$25.4K -85 -1%
VA
1038
Valmark Advisers
Ohio
$1.66M +$307K +1,029 +23%
OFG
1039
Omega Financial Group
California
$1.66M +$16.7K +56 +1%
Loomis, Sayles & Company
1040
Loomis, Sayles & Company
Massachusetts
$1.64M – – –
EWM
1041
Empirical Wealth Management
Washington
$1.63M +$30.7K +103 +2%
RCWMU
1042
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.62M -$47.8K -160 -3%
RC
1043
RegentAtlantic Capital
New Jersey
$1.61M -$61.5K -206 -4%
G
1044
Gainplan
Michigan
$1.61M +$530K +1,774 +49%
NEPWA
1045
New England Private Wealth Advisors
Massachusetts
$1.61M -$94.3K -316 -6%
BJ
1046
Brouwer & Janachowski
California
$1.59M +$2.39K +8 +0.2%
WPC
1047
White Pine Capital
Minnesota
$1.57M -$50.8K -170 -3%
MWM
1048
Mascoma Wealth Management
New Hampshire
$1.56M -$44.8K -150 -3%
MOACM
1049
Mutual of America Capital Management
New York
$1.55M -$578K -1,935 -27%
PM
1050
Pembroke Management
Quebec, Canada
$1.55M +$673K +2,255 +76%
40 41
42
43 44