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iShares Core S&P 500 ETF
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Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
1126
Davidson Trust Company
Washington
$2.01M – – –
WF
1127
Welch & Forbes
Massachusetts
$2M -$235K -699 -10%
BFO
1128
Boston Family Office
Massachusetts
$2M +$115K +341 +6%
TCPWM
1129
Traverso Chambers Private Wealth Management
California
$1.99M -$85.7K -255 -4%
GJIC
1130
Gamble Jones Investment Counsel
California
$1.98M -$155K -460 -7%
MCA
1131
Magnolia Capital Advisors
Mississippi
$1.98M -$13.1K -39 -0.7%
ZF
1132
Zhang Financial
Michigan
$1.98M -$10.8K -32 -0.5%
RPGK
1133
Retirement Planning Group (Kansas)
Kansas
$1.98M +$86.7K +258 +5%
DJSG
1134
D.J. St. Germain
Massachusetts
$1.97M +$17.1K +51 +0.9%
SWM
1135
Sugarloaf Wealth Management
Georgia
$1.96M -$609K -1,811 -24%
VLC
1136
Van Leeuwen & Company
New Jersey
$1.96M -$39K -116 -2%
MPM
1137
Meritage Portfolio Management
Kansas
$1.95M +$1.67M +4,958 +588%
PG
1138
Patten Group
Tennessee
$1.94M +$72.9K +217 +4%
EA
1139
Emerald Advisors
Washington
$1.92M +$84.7K +252 +5%
CPSC
1140
Carl P. Sherr & Co
Massachusetts
$1.92M +$62.2K +185 +3%
CL
1141
CIM LLC
New York
$1.91M -$206K -586 -10%
Nomura Asset Management
1142
Nomura Asset Management
Japan
$1.91M – – –
CAM
1143
Cozad Asset Management
Illinois
$1.9M – – –
RMC
1144
Resources Management Corp
Connecticut
$1.9M -$14.1K -42 -0.7%
LFA
1145
Legacy Financial Advisors
Kentucky
$1.89M +$1.89M +5,636 New
SA
1146
SRH Advisors
Kansas
$1.89M +$1.89M +5,612 New
FPCP
1147
Fort Point Capital Partners
California
$1.89M -$35.3K -105 -2%
OMC
1148
Old Mission Capital
Illinois
$1.89M +$1.89M +5,608 New
VR
1149
Viridian RIA
Washington
$1.88M -$58.8K -175 -3%
ESB
1150
Essex Savings Bank
Connecticut
$1.88M +$98.8K +294 +6%
44 45
46
47 48