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iShares Core S&P 500 ETF
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Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
1451
IPG Investment Advisors
California
$755K – – –
BO
1452
Bank OZK
Arkansas
$749K – – –
VWA
1453
V Wealth Advisors
Kansas
$748K -$1.23M -3,666 -62%
AIS
1454
American Investment Services
Massachusetts
$748K – – –
APP
1455
Avantax Planning Partners
Iowa
$747K -$49.4K -147 -6%
MIG
1456
McGuire Investment Group
Rhode Island
$747K -$336 -1 -0%
MBTD
1457
Mechanics Bank - Trust Department
California
$746K – – –
KAH
1458
Kathryn A. Hall
$744K – – –
LBD
1459
Landsberg Bennett & Dubbaneh
Florida
$742K +$17K +51 +2%
KP
1460
Keel Point
Alabama
$735K -$13.4K -40 -2%
SHWM
1461
Silicon Hills Wealth Management
Texas
$734K +$339K +1,008 +86%
FWM
1462
Focused Wealth Management
New York
$733K -$82K -244 -10%
GD
1463
Grandfield & Dodd
New York
$730K – – –
ISB
1464
Iowa State Bank
Iowa
$728K – – –
FWSM
1465
First Wilshire Securities Management
California
$723K -$25.2K -75 -3%
VIM
1466
Vista Investment Management
Pennsylvania
$716K +$58.8K +175 +9%
CC
1467
Cedar Capital
Illinois
$711K +$412K +1,228 +138%
PL
1468
Plancorp LLC
Missouri
$702K -$644K -1,917 -48%
IFG
1469
Investors Financial Group
Minnesota
$700K +$95.7K +285 +16%
CAN
1470
Claraphi Advisory Network
United States
$695K +$366K +1,091 +111%
BMA
1471
Brooks Moore & Associates
Tennessee
$694K -$92.5K -275 -12%
EGWAG
1472
Elwood & Goetz Wealth Advisory Group
Georgia
$692K +$80.7K +240 +13%
PWM
1473
PBMares Wealth Management
Virginia
$691K +$6.05K +18 +0.9%
BWAM
1474
Boyd Watterson Asset Management
Ohio
$691K +$19.5K +58 +3%
SW
1475
SlateStone Wealth
Florida
$689K -$548K -1,631 -44%
57 58
59
60 61