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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 %
VLC
1126
Van Leeuwen & Company
New Jersey
$1.84M -$422K -1,362 -19%
MCA
1127
Magnolia Capital Advisors
Mississippi
$1.84M -$210K -677 -10%
ZF
1128
Zhang Financial
Michigan
$1.83M -$29.7K -96 -2%
GA
1129
Geller Advisors
New York
$1.83M +$12.1K +39 +0.7%
HPC
1130
HM Payson & Co
Maine
$1.83M +$1.49M +4,801 +433%
VWA
1131
V Wealth Advisors
Kansas
$1.83M +$184K +593 +11%
OC
1132
Oakworth Capital
Alabama
$1.82M +$76.2K +246 +4%
DPI
1133
Diversified Portfolios Inc
Michigan
$1.8M -$15.2K -49 -0.8%
PMA
1134
Prudent Man Advisors
Illinois
$1.8M +$1.8M +5,816 New
DJSG
1135
D.J. St. Germain
Massachusetts
$1.8M +$40K +129 +2%
VR
1136
Viridian RIA
Washington
$1.78M +$120K +386 +7%
AIP
1137
Ahrens Investment Partners
Louisiana
$1.78M -$269K -868 -13%
DP
1138
Denver PWM
Colorado
$1.78M +$6.81K +22 +0.4%
VAG
1139
VisionPoint Advisory Group
Texas
$1.77M +$1.2M +3,728 +210%
FPCP
1140
Fort Point Capital Partners
California
$1.77M -$131K -422 -7%
RMC
1141
Resources Management Corp
Connecticut
$1.76M -$13.3K -43 -0.8%
Nomura Asset Management
1142
Nomura Asset Management
Japan
$1.76M +$180K +580 +11%
HA
1143
HYA Advisors
Missouri
$1.75M +$66.6K +215 +4%
CAM
1144
Cozad Asset Management
Illinois
$1.75M +$1.75M +5,648 New
CWM
1145
Centric Wealth Management
Illinois
$1.74M +$1.74M +5,633 New
RPGK
1146
Retirement Planning Group (Kansas)
Kansas
$1.74M -$22K -71 -1%
BFO
1147
Boston Family Office
Massachusetts
$1.74M -$51.1K -165 -3%
NWP
1148
Northstar Wealth Partners
Connecticut
$1.73M – – –
AFM
1149
Andesa Financial Management
Pennsylvania
$1.72M -$420K -1,353 -20%
PG
1150
Patten Group
Tennessee
$1.72M +$38.7K +125 +2%
44 45
46
47 48