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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 %
TFA
1151
Teamwork Financial Advisors
Texas
$1.71M +$1.07M +3,443 +165%
CPSC
1152
Carl P. Sherr & Co
Massachusetts
$1.71M +$151K +488 +10%
HHRDM
1153
H&H Retirement Design & Management
Nevada
$1.71M +$324K +1,045 +23%
BAM
1154
Belpointe Asset Management
Nevada
$1.71M +$114K +367 +7%
BCA
1155
Berman Capital Advisors
Georgia
$1.71M +$499K +1,613 +41%
Loomis, Sayles & Company
1156
Loomis, Sayles & Company
Massachusetts
$1.7M – – –
W
1157
Wealthquest
Ohio
$1.7M +$1.7M +5,495 New
EA
1158
Emerald Advisors
Washington
$1.7M +$92.9K +300 +6%
CDIA
1159
Capital Directions Investment Advisors
Georgia
$1.69M -$63.2K -204 -4%
WBC
1160
West Branch Capital
Massachusetts
$1.68M +$327K +1,057 +24%
F
1161
F3Logic
Minnesota
$1.68M -$3.3M -10,602 -66%
PP
1162
Patten & Patten
Tennessee
$1.68M -$84.6K -273 -5%
RCWMU
1163
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.68M – – –
CBT
1164
Central Bank & Trust
Kentucky
$1.67M -$174K -562 -9%
TCM
1165
Traynor Capital Management
Pennsylvania
$1.67M +$103K +332 +7%
NEPWA
1166
New England Private Wealth Advisors
Massachusetts
$1.66M -$202K -647 -11%
EFL
1167
ERn Financial LLC
Wisconsin
$1.65M +$64.7K +209 +4%
SB
1168
Strategic Blueprint
Georgia
$1.65M +$696K +2,248 +73%
SFO
1169
Stokes Family Office
Louisiana
$1.65M +$99.1K +320 +6%
FC
1170
Financial Consulate
Maryland
$1.65M +$111K +357 +7%
CFB
1171
Cullen/Frost Bankers
Texas
$1.64M -$201K -650 -11%
NCM
1172
Nelson Capital Management
California
$1.64M -$180K -582 -10%
SWM
1173
Stockman Wealth Management
Montana
$1.64M +$72.8K +235 +5%
ESB
1174
Essex Savings Bank
Connecticut
$1.64M -$512K -1,653 -24%
CCM
1175
Chilton Capital Management
Texas
$1.63M +$11.5K +37 +0.7%
45 46
47
48 49