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iShares Core S&P 500 ETF
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Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
1101
Trust Company of Vermont
Vermont
$2.02M -$479K -1,548 -19%
AIA
1102
Arcadia Investment Advisors
Idaho
$2.01M -$46.5K -150 -2%
MWP
1103
Meridian Wealth Partners
Pennsylvania
$2.01M +$61K +197 +3%
CWM
1104
Concentric Wealth Management
California
$2M -$72.5K -234 -3%
MCM
1105
McRae Capital Management
New Jersey
$2M +$20.1K +65 +1%
SBH
1106
Segall Bryant & Hamill
Illinois
$1.99M -$162K -524 -8%
RBC
1107
Roble Belko & Company
Pennsylvania
$1.97M -$1.4M -4,525 -42%
BP
1108
BBR Partners
New York
$1.97M -$32.5K -105 -2%
GJIC
1109
Gamble Jones Investment Counsel
California
$1.97M +$141K +455 +8%
AWMS
1110
Advocacy Wealth Management Services
Georgia
$1.95M +$552K +1,782 +39%
UR
1111
USCA RIA
Texas
$1.95M -$5.26K -17 -0.3%
VCA
1112
Verdence Capital Advisors
Maryland
$1.95M +$320K +1,035 +20%
TCPWM
1113
Traverso Chambers Private Wealth Management
California
$1.92M -$14.9K -48 -0.8%
SIC
1114
Salem Investment Counselors
North Carolina
$1.92M +$56.1K +181 +3%
SWM
1115
SigFig Wealth Management
California
$1.91M -$101M -324,801 -98%
NIM
1116
Northeast Investment Management
Massachusetts
$1.89M – – –
AIM
1117
Aspen Investment Management
Michigan
$1.89M – – –
WI
1118
Wedgewood Investors
Pennsylvania
$1.88M – – –
NIC
1119
Northwest Investment Counselors
Oregon
$1.88M +$2.17K +7 +0.1%
MWM
1120
Marietta Wealth Management
Georgia
$1.87M +$57K +184 +3%
LCM
1121
Liberty Capital Management
Michigan
$1.86M -$3.1K -10 -0.2%
CL
1122
CIM LLC
New York
$1.86M +$77.1K +249 +4%
AP
1123
Appleton Partners
Massachusetts
$1.86M -$39K -126 -2%
PAMU
1124
Pictet Asset Management (UK)
United Kingdom
$1.85M +$1.06M +3,420 +134%
DTC
1125
Davidson Trust Company
Washington
$1.85M +$1.85M +5,976 New
43 44
45
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