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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 %
HDIM
1451
Hanson & Doremus Investment Management
Vermont
$347K +$6.86K +23 +2%
AWMS
1452
Advocacy Wealth Management Services
Georgia
$347K +$242K +809 +229%
BRC
1453
Bell Rock Capital
Delaware
$345K -$9.58K -32 -3%
HC
1454
HNP Capital
New York
$344K +$50.3K +172 +17%
MPIA
1455
Mountain Pacific Investment Advisers
Idaho
$343K – – –
VRM
1456
Vectors Research Management
New York
$342K +$41.8K +140 +14%
EW
1457
Emerson Wealth
Michigan
$340K +$113K +378 +50%
AIFS
1458
A&I Financial Services
Colorado
$338K +$8.96K +30 +3%
SIM
1459
Sadoff Investment Management
Wisconsin
$338K +$89.3K +299 +36%
ACM
1460
Azimuth Capital Management
Michigan
$337K – – –
KPCM
1461
Kings Point Capital Management
New York
$334K -$16.1K -54 -5%
KFA
1462
Kays Financial Advisory
Georgia
$334K – – –
SHWM
1463
Smith & Howard Wealth Management
Georgia
$333K +$104K +348 +45%
MG
1464
MilWealth Group
Wisconsin
$333K – – –
SC
1465
Searle & Co
Connecticut
$331K – – –
First Manhattan
1466
First Manhattan
New York
$331K – – –
SAM
1467
Seelaus Asset Management
New Jersey
$328K – – –
CW
1468
CreativeOne Wealth
Kansas
$328K +$24.2K +81 +8%
HCM
1469
HMS Capital Management
Tennessee
$325K -$29.8K -100 -8%
AWM
1470
Affinity Wealth Management
Delaware
$324K -$2.98K -10 -0.9%
ACM
1471
Alpha Capital Management
Texas
$323K -$14.3K -48 -4%
W
1472
WealthOne
New York
$321K -$59.4K -199 -16%
TTWM
1473
TCV Trust & Wealth Management
Virginia
$321K – – –
AP
1474
Advisor Partners
California
$320K -$23.6K -79 -7%
AA
1475
Apriem Advisors
California
$316K -$12K -40 -4%
57 58
59
60 61