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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
$14.4B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.52B
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.77B
4
BlackRock
BlackRock
New York
$18.7B
5
Osaic Holdings
Osaic Holdings
Arizona
$1.05B

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.19B
2
PPFA
Provida Pension Fund Administrator
Chile
$1B
3
BA
Bridgewater Associates
Connecticut
$207M
4
PPA
Parametric Portfolio Associates
Washington
$1.08B
5
Wells Fargo
Wells Fargo
California
$6.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
126
NorthCoast Asset Management
Connecticut
$125M -$24.3M -72,224 -16%
FFA
127
Fragasso Financial Advisors
Pennsylvania
$124M +$406K +1,208 +0.3%
PA
128
Planning Alternatives
Michigan
$121M +$4.02M +11,949 +3%
LW
129
Linscomb Wealth
Texas
$118M +$897K +2,670 +0.8%
TFO
130
Tarbox Family Office
California
$118M -$1.65M -4,899 -1%
CA
131
Cetera Advisors
Colorado
$115M -$7.57M -22,520 -6%
KA
132
Klingman & Associates
New York
$113M +$2.87M +8,533 +3%
CWM
133
Cahaba Wealth Management
Georgia
$112M +$1.94M +5,776 +2%
BS
134
Bessemer Securities
New York
$112M – – –
AWE
135
Avidian Wealth Enterprises
Texas
$112M +$14.3M +42,404 +15%
3AM
136
3EDGE Asset Management
Florida
$108M -$61.3M -182,398 -36%
SIC
137
Sigma Investment Counselors
Michigan
$107M -$102M -304,019 -49%
CWM
138
Calamos Wealth Management
Illinois
$107M -$6.87M -20,455 -6%
PCIG
139
Partners Capital Investment Group
Massachusetts
$106M -$2.29M -6,802 -2%
AFIMH
140
American Family Insurance Mutual Holding
Wisconsin
$106M – – –
MIA
141
MainStreet Investment Advisors
Illinois
$104M -$25.7M -76,500 -20%
PAG
142
Private Advisor Group
New Jersey
$103M -$6.85M -20,724 -6%
CAL
143
Capital Analysts LLC
Pennsylvania
$101M +$6.98M +20,757 +7%
MFG
144
Magnus Financial Group
New York
$99.3M -$1.35M -4,007 -1%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$99.1M -$35.7M -105,588 -26%
PP
146
Prudential plc
United Kingdom
$98.7M +$4.58M +13,629 +5%
AWM
147
AE Wealth Management
Kansas
$97.1M +$615K +1,831 +0.6%
TIA
148
Traphagen Investment Advisors
New Jersey
$96.2M -$5.73M -17,060 -6%
CCM
149
Coldstream Capital Management
Washington
$94.8M +$646K +1,921 +0.7%
LIA
150
LS Investment Advisors
Michigan
$94.7M +$94M +279,800 +15,043%
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