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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 %
KL
1226
KWMG LLC
Kansas
$873K -$673K -2,255 -44%
AFA
1227
Arlington Financial Advisors
California
$871K -$24.8K -83 -3%
IWA
1228
Inspirion Wealth Advisors
Illinois
$869K -$37.3K -125 -4%
LNWWM
1229
Laird Norton Wetherby Wealth Management
California
$869K – – –
LC
1230
LCNB Corp
Ohio
$863K +$11.9K +40 +1%
LPIC
1231
LeJeune Puetz Investment Counsel
Michigan
$860K – – –
WT
1232
Washington Trust
Rhode Island
$857K +$120K +393 +16%
AWMG
1233
Alliance Wealth Management Group
New Jersey
$857K +$243K +813 +40%
SWM
1234
Selective Wealth Management
Virginia
$854K -$159K -532 -16%
CA
1235
Cortland Associates
Missouri
$854K -$60.6K -203 -7%
AM
1236
Atwater Malick
Pennsylvania
$853K -$1.79K -6 -0.2%
Wealthfront Advisers
1237
Wealthfront Advisers
California
$845K +$16.1K +54 +2%
CDH
1238
Charles D. Hyman
$839K – – –
OWD
1239
Osborn Williams & Donohoe
Ohio
$836K -$34.3K -115 -4%
BC
1240
Brio Consultants
California
$836K -$11.3K -38 -1%
GAM
1241
Gemmer Asset Management
California
$833K -$22.7K -76 -3%
SSWM
1242
Smith Salley Wealth Management
North Carolina
$831K +$167K +561 +25%
TCM
1243
Tufton Capital Management
Maryland
$826K -$8.36K -28 -1%
Toronto Dominion Bank
1244
Toronto Dominion Bank
Ontario, Canada
$820K +$820K +2,750 New
FMC
1245
First Merchants Corp
Indiana
$814K -$142K -477 -15%
MIM
1246
Montgomery Investment Management
Maryland
$803K – – –
AF
1247
Alerus Financial
North Dakota
$802K -$52.9K -177 -6%
AIA
1248
Arbor Investment Advisors
North Carolina
$800K +$1.79K +6 +0.2%
SB
1249
Strategic Blueprint
Georgia
$799K -$55.2K -185 -6%
SFG
1250
SevenBridge Financial Group
Pennsylvania
$799K +$209K +699 +35%
48 49
50
51 52