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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 %
RFN
1176
RDA Financial Network
Iowa
$1.03M +$393K +1,253 +62%
PV
1177
Private Vista
Illinois
$1.03M – – –
IIM
1178
Ipswich Investment Management
Massachusetts
$1.02M -$43.6K -146 -4%
AW
1179
Avion Wealth
Texas
$1.01M +$1.01M +3,398 New
ATPW
1180
Ashton Thomas Private Wealth
Arizona
$1.01M +$28.4K +95 +3%
9WM
1181
9258 Wealth Management
Ohio
$1.01M -$248K -832 -20%
MFW
1182
Mosaic Family Wealth
Missouri
$1.01M – – –
RFWA
1183
RPg Family Wealth Advisory
Massachusetts
$999K +$14.3K +48 +1%
CCG
1184
Cypress Capital Group
Florida
$997K -$7.46K -25 -0.7%
CCM
1185
Colorado Capital Management
Colorado
$996K -$86.2K -289 -8%
NFP
1186
Narus Financial Partners
Utah
$996K – – –
FBFS
1187
First Business Financial Services
Wisconsin
$994K -$149K -500 -13%
SCM
1188
Southport Capital Management
Tennessee
$989K -$2.39K -8 -0.2%
CIC
1189
Cutler Investment Counsel
Oregon
$980K +$980K +3,284 New
HWM
1190
Highwater Wealth Management
Colorado
$977K -$22.4K -75 -2%
RWA
1191
Redhawk Wealth Advisors
Minnesota
$976K -$165K -553 -14%
IP
1192
Intellectus Partners
California
$976K +$29.9K +100 +3%
AWM
1193
Altium Wealth Management
New York
$974K +$396K +1,325 +68%
PPCM
1194
Pillar Pacific Capital Management
California
$968K -$13.4K -45 -1%
WPP
1195
Whalerock Point Partners
Rhode Island
$968K +$79.4K +266 +9%
PA
1196
Parkside Advisors
California
$955K – – –
GIA
1197
GHP Investment Advisors
Colorado
$954K +$93.5K +313 +11%
SCM
1198
Stellar Capital Management
Arizona
$951K – – –
RCA
1199
Rowland Carmichael Advisors
Arizona
$950K -$26.3K -88 -3%
AIM
1200
Axiom Investment Management
New York
$948K -$37K -124 -4%
46 47
48
49 50