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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 %
Legal & General Group
1051
Legal & General Group
United Kingdom
$1.55M -$91K -305 -6%
NCM
1052
Nelson Capital Management
California
$1.55M +$26.6K +89 +2%
SWM
1053
Stockman Wealth Management
Montana
$1.54M -$19.4K -65 -1%
TCM
1054
Traynor Capital Management
Pennsylvania
$1.54M -$1.49K -5 -0.1%
ESB
1055
Essex Savings Bank
Connecticut
$1.53M +$61.2K +205 +4%
FTC
1056
Farmers Trust Company
Ohio
$1.51M +$103K +344 +7%
Geode Capital Management
1057
Geode Capital Management
Massachusetts
$1.51M -$1.34M – –
QAM
1058
QCI Asset Management
New York
$1.5M +$212K +710 +16%
AB
1059
Atlas Brown
Kentucky
$1.5M +$6.57K +22 +0.4%
CFB
1060
Cullen/Frost Bankers
Texas
$1.5M -$42.4K -142 -3%
VR
1061
Viridian RIA
Washington
$1.5M +$19.4K +65 +1%
MS
1062
Marshall & Sullivan
Washington
$1.49M – – –
SRC
1063
Sage Rhino Capital
California
$1.48M – – –
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
$1.48M +$27.2K +91 +2%
OCG
1065
Opus Capital Group
Ohio
$1.47M +$597 +2 +0%
WCWM
1066
Willow Creek Wealth Management
California
$1.47M +$142K +476 +11%
EWA
1067
Exencial Wealth Advisors
Oklahoma
$1.44M +$79.4K +266 +6%
KBFS
1068
Kohmann Bosshard Financial Services
Ohio
$1.43M +$348K +1,166 +32%
BDF
1069
Black Diamond Financial
Maryland
$1.43M – – –
ADL
1070
Asset Dedication LLC
California
$1.43M -$303K -1,015 -18%
CT
1071
Cambridge Trust
Massachusetts
$1.43M +$264K +885 +23%
MMHP
1072
Murphy Middleton Hinkle & Parker
Georgia
$1.42M -$27.5K -92 -2%
HL
1073
HeadInvest LLC
Maine
$1.42M -$77K -258 -5%
MOS
1074
MGO One Seven
Ohio
$1.42M +$504K +1,689 +55%
CASB
1075
Cape Ann Savings Bank
Massachusetts
$1.41M +$133K +445 +10%
41 42
43
44 45