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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 %
AWM
1151
Aprio Wealth Management
Georgia
$1.87M +$348K +1,035 +23%
Loomis, Sayles & Company
1152
Loomis, Sayles & Company
Massachusetts
$1.85M – – –
DP
1153
Denver PWM
Colorado
$1.85M -$79K -235 -4%
RBC
1154
Roble Belko & Company
Pennsylvania
$1.84M -$298K -887 -14%
EWMCB
1155
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.84M -$902K -2,684 -33%
VAG
1156
VisionPoint Advisory Group
Texas
$1.83M -$15.5K -46 -0.8%
CDIA
1157
Capital Directions Investment Advisors
Georgia
$1.82M -$6.39K -19 -0.3%
RCWMU
1158
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.82M – – –
AP
1159
Appleton Partners
Massachusetts
$1.81M -$206K -614 -10%
KOMWMG
1160
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.81M +$634K +1,887 +54%
CBT
1161
Central Bank & Trust
Kentucky
$1.8M -$9.41K -28 -0.5%
BC
1162
Burleson & Co
California
$1.8M -$2.52M -7,183 -58%
BCA
1163
Berman Capital Advisors
Georgia
$1.8M -$48K -143 -3%
VVP
1164
Venture Visionary Partners
Ohio
$1.8M +$295K +877 +20%
FSC
1165
Full Sail Capital
Oklahoma
$1.8M -$976K -2,776 -35%
EFL
1166
ERn Financial LLC
Wisconsin
$1.79M – – –
FC
1167
Financial Consulate
Maryland
$1.79M +$4.71K +14 +0.3%
CAM
1168
Carret Asset Management
New York
$1.77M +$160K +475 +10%
CCM
1169
Chilton Capital Management
Texas
$1.77M -$7.4K -22 -0.4%
SNT
1170
Security National Trust
West Virginia
$1.76M -$1.01K -3 -0.1%
AB
1171
Atlas Brown
Kentucky
$1.76M +$132K +393 +8%
MWM
1172
MinichMacGregor Wealth Management
New York
$1.76M +$588K +1,750 +50%
SMH
1173
Sanders Morris Harris
Texas
$1.76M +$1.47M +4,200 +497%
AS
1174
Altshuler Shaham
Israel
$1.75M +$573K +1,706 +49%
NCM
1175
Nelson Capital Management
California
$1.75M -$32.6K -97 -2%
45 46
47
48 49