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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 %
TCCM
1501
Timber Creek Capital Management
Massachusetts
$633K – – –
CCMD
1502
Cypress Capital Management (Delaware)
Delaware
$631K – – –
LRPA
1503
L. Roy Papp & Associates
Arizona
$629K -$40.7K -121 -6%
WLPWM
1504
Walled Lake Planning & Wealth Management
Illinois
$629K -$8.74K -26 -1%
EWM
1505
Edge Wealth Management
New York
$628K -$945K -2,813 -60%
BFS
1506
Bradley Foster & Sargent
Connecticut
$624K +$624K +1,856 New
SHWM
1507
Smith & Howard Wealth Management
Georgia
$623K -$211K -628 -25%
CNFG
1508
Creegan & Nassoura Financial Group
New Hampshire
$622K – – –
RAM
1509
Redmond Asset Management
Virginia
$621K – – –
FBT
1510
First Bank & Trust
South Dakota
$621K +$621K +1,848 New
QT
1511
Quantbot Technologies
New York
$620K -$516K -1,535 -45%
ODCM
1512
Old Dominion Capital Management
Virginia
$618K – – –
DBRC
1513
D.B. Root & Company
Pennsylvania
$613K -$32.9K -98 -5%
BB
1514
Berkshire Bank
Massachusetts
$611K +$611K +1,819 New
WCM
1515
Weik Capital Management
Pennsylvania
$610K -$5.04K -15 -0.8%
OSNBOA
1516
Old Second National Bank of Aurora
Illinois
$605K – – –
HFA
1517
Hoover Financial Advisors
Pennsylvania
$600K -$10.4K -31 -2%
MFW
1518
Mosaic Family Wealth
Missouri
$598K – – –
VCM
1519
Violich Capital Management
California
$598K +$3.36K +10 +0.6%
TNBTD
1520
Trustmark National Bank Trust Department
Mississippi
$595K -$47K -140 -7%
SFWA
1521
Summit Financial Wealth Advisors
Louisiana
$591K -$255K -769 -30%
CBB
1522
Citizens Business Bank
California
$591K – – –
PCM
1523
Princeton Capital Management
New Jersey
$588K – – –
AMCA
1524
Arthur M. Cohen & Associates
Illinois
$586K +$2.69K +8 +0.5%
APW
1525
Aurora Private Wealth
New Jersey
$586K +$4.03K +12 +0.7%
59 60
61
62 63