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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 %
1SB
1276
1ST Source Bank
Indiana
$710K -$8.66K -29 -1%
NIM
1277
Nicollet Investment Management
Minnesota
$705K – – –
DBRC
1278
D.B. Root & Company
Pennsylvania
$697K -$81.2K -272 -10%
CAN
1279
Claraphi Advisory Network
United States
$697K -$50.8K -170 -7%
SFFS
1280
Stonehage Fleming Financial Services
Jersey
$694K +$694K +2,325 New
GHA
1281
GW Henssler & Associates
Georgia
$692K – – –
PHS
1282
Pekin Hardy Strauss
Illinois
$690K – – –
RFA
1283
Reilly Financial Advisors
California
$682K +$175K +585 +34%
LRPA
1284
L. Roy Papp & Associates
Arizona
$680K – – –
I2I
1285
Insight 2811 Inc
Illinois
$673K -$10.4K -35 -2%
ZIM
1286
Zacks Investment Management
Illinois
$671K -$216K -725 -24%
ZCA
1287
Zeke Capital Advisors
Pennsylvania
$671K +$122K +410 +22%
HFA
1288
Hoover Financial Advisors
Pennsylvania
$669K +$163K +546 +32%
RBCM
1289
Raub Brock Capital Management
California
$662K +$662K +2,217 New
PT
1290
Plimoth Trust
Massachusetts
$661K -$1.39M -4,665 -68%
KAH
1291
Kathryn A. Hall
$661K +$24.8K +83 +4%
FAN
1292
Financial Advisors Network
California
$660K -$7.47K -25 -1%
ANTB
1293
AMG National Trust Bank
Colorado
$657K +$132K +442 +25%
UWPG
1294
Ullmann Wealth Partners Group
Florida
$656K – – –
CIAS
1295
Capital Investment Advisory Services
North Carolina
$652K +$13.4K +45 +2%
ISB
1296
Iowa State Bank
Iowa
$646K -$8.95K -30 -1%
MCM
1297
Mengis Capital Management
Oregon
$645K -$74.3K -249 -10%
RCA
1298
Ranch Capital Advisors
Florida
$645K +$645K +2,162 New
IA
1299
Independence Advisors
Pennsylvania
$644K -$7.16K -24 -1%
CAMG
1300
CWA Asset Management Group
Florida
$643K -$283K -947 -31%
50 51
52
53 54