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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 %
GHA
1401
GW Henssler & Associates
Georgia
$808K +$56.1K +181 +7%
HCM
1402
Horan Capital Management
Maryland
$804K +$273K +881 +51%
FNC
1403
First National Corp
Massachusetts
$800K +$73.7K +238 +10%
RFN
1404
RDA Financial Network
Iowa
$795K +$47.4K +153 +6%
NHC
1405
Nicholas Hoffman & Company
Georgia
$794K +$1.55K +5 +0.2%
CB
1406
CNB Bank
Pennsylvania
$791K -$166K -535 -17%
LNWWM
1407
Laird Norton Wetherby Wealth Management
California
$791K +$291K +939 +58%
TFGT
1408
TS Financial Group (TSFG)
Illinois
$788K -$144K -466 -15%
PAMG
1409
Patton Albertson Miller Group
Tennessee
$788K -$44.3K -143 -5%
QPWM
1410
Quadrant Private Wealth Management
Pennsylvania
$788K +$237K +766 +43%
TIA
1411
Tiemann Investment Advisors
California
$787K +$22.3K +72 +3%
1SB
1412
1ST Source Bank
Indiana
$779K -$29.1K -94 -4%
SHWM
1413
Smith & Howard Wealth Management
Georgia
$769K +$170K +550 +28%
GAG
1414
GM Advisory Group
New York
$765K – – –
BTW
1415
Boston Trust Walden
Massachusetts
$759K – – –
NIM
1416
Nicollet Investment Management
Minnesota
$759K +$1.24K +4 +0.2%
FSA
1417
Financial Sense Advisors
California
$758K +$758K +2,446 New
SAA
1418
Southeast Asset Advisors
Georgia
$756K +$3.1K +10 +0.4%
BCM
1419
BTR Capital Management
California
$753K – – –
LRIA
1420
Leonard Rickey Investment Advisors
Washington
$752K -$3.41K -11 -0.5%
FWM
1421
Focused Wealth Management
New York
$751K +$619 +2 +0.1%
PGA
1422
Portland Global Advisors
Maine
$743K +$4.03K +13 +0.5%
ECG
1423
EPIQ Capital Group
California
$741K – – –
MCM
1424
Mengis Capital Management
Oregon
$740K +$76.1K +246 +11%
MIM
1425
Macroview Investment Management
Maryland
$738K +$7.75K +25 +1%
55 56
57
58 59