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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 %
GPA
1126
Garrison Point Advisors
California
$1.19M +$32.8K +110 +3%
PAS
1127
Partnervest Advisory Services
California
$1.18M +$108K +361 +10%
JLBC
1128
J.L. Bainbridge & Co
Florida
$1.18M -$1.19K -4 -0.1%
SAM
1129
Shamrock Asset Management
Texas
$1.17M -$123K -412 -10%
CAM
1130
Close Asset Management
United Kingdom
$1.16M +$5.97K +20 +0.5%
GAM
1131
Griffin Asset Management
New York
$1.16M +$9.56K +32 +0.8%
FTUS
1132
Flow Traders U.S.
New York
$1.15M +$1.15M +3,865 New
FPS
1133
Fieldpoint Private Securities
Connecticut
$1.15M – – –
PB
1134
Pinnacle Bancorp
Nebraska
$1.15M +$27.8K +93 +2%
KM
1135
Kalos Management
Georgia
$1.14M +$51.2K +169 +5%
BCM
1136
Breiter Capital Management
Florida
$1.14M -$7.76K -26 -0.7%
ECM
1137
Evergreen Capital Management
Washington
$1.14M – – –
NFG
1138
Nadler Financial Group
Illinois
$1.13M – – –
TI
1139
Trexquant Investment
Connecticut
$1.13M +$484K +1,621 +75%
TFS
1140
Thoroughbred Financial Services
Tennessee
$1.13M +$1.13M +3,775 New
CAM
1141
Congress Asset Management
Massachusetts
$1.12M -$128K -428 -10%
BW
1142
Bison Wealth
Georgia
$1.12M -$35.2K -118 -3%
SGCA
1143
Steel Grove Capital Advisors
Tennessee
$1.12M – – –
SWM
1144
Segment Wealth Management
Texas
$1.12M +$215K +719 +24%
TCOT
1145
Trust Company of Toledo
Ohio
$1.12M -$37K -124 -3%
TWM
1146
Titus Wealth Management
California
$1.12M +$683K +2,288 +158%
SAM
1147
Summit Asset Management
Tennessee
$1.11M -$1.49K -5 -0.1%
SCM
1148
Sterling Capital Management
North Carolina
$1.11M – – –
CT
1149
Clearstead Trust
Maine
$1.1M +$298K +997 +37%
HCM
1150
Hengehold Capital Management
Ohio
$1.1M +$48.1K +161 +5%
44 45
46
47 48