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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 %
KA
126
Klingman & Associates
New York
$104M +$10.6M +35,526 +11%
HighTower Advisors
127
HighTower Advisors
Illinois
$104M +$11.3M +37,826 +12%
CCMG
128
Clark Capital Management Group
Pennsylvania
$103M +$39.7M +132,887 +63%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$101M +$11.7M +39,135 +13%
TFO
130
Tarbox Family Office
California
$99.6M +$2.95M +9,890 +3%
BS
131
Bessemer Securities
New York
$99.3M – – –
PA
132
Planning Alternatives
Michigan
$99.3M -$1.62M -5,430 -2%
Stifel Financial
133
Stifel Financial
Missouri
$96.9M +$3.98M +13,322 +4%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$96.7M +$53.4M +179,043 +124%
AII
135
AGF Investments Inc
Ontario, Canada
$96M – – –
SMFG
136
Sumitomo Mitsui Financial Group
Japan
$95.5M -$370M -1,240,000 -79%
PCIG
137
Partners Capital Investment Group
Massachusetts
$95.4M +$4.96M +16,603 +5%
TIA
138
Traphagen Investment Advisors
New Jersey
$95.2M +$893K +2,992 +0.9%
LW
139
Linscomb Wealth
Texas
$94.9M +$18.8K +63 +0%
AWC
140
Abundance Wealth Counselors
Pennsylvania
$94.7M -$2.29M -7,666 -2%
BTS
141
BB&T Securities
Virginia
$93.8M +$3.65M +12,228 +4%
3AM
142
3EDGE Asset Management
Florida
$93.6M +$2.46M +8,233 +3%
BFPW
143
BOK Financial Private Wealth
Colorado
$93.5M -$12.5M -41,739 -12%
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
$93.3M +$24.3M +81,567 +35%
HI
145
Horizon Investments
North Carolina
$92.4M +$88.4M +296,007 +2,171%
SPC
146
Sigma Planning Corp
Michigan
$92.3M +$587K +1,965 +0.6%
Two Sigma Investments
147
Two Sigma Investments
New York
$90.7M +$70.5M +236,300 +351%
RWM
148
Ritholtz Wealth Management
New York
$90.3M +$3.44M +11,510 +4%
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$90M +$2.83M +9,477 +3%
Axa
150
Axa
France
$89.6M -$663K -2,220 -0.7%
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