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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 %
BHBT
1526
Burke & Herbert Bank & Trust
Virginia
$582K +$155K +461 +36%
IA
1527
IndexIQ Advisors
New York
$582K +$582K +1,733 New
SVWAG
1528
Sound View Wealth Advisors Group
Georgia
$580K +$336 +1 +0.1%
BIA
1529
Biondo Investment Advisors
Pennsylvania
$580K +$580K +1,726 New
NFC
1530
Northeast Financial Consultants
Connecticut
$577K – – –
LWM
1531
Lyell Wealth Management
California
$576K -$51.4K -153 -8%
SQA
1532
Simon Quick Advisors
New Jersey
$576K +$17.8K +53 +3%
PA
1533
Procyon Advisors
Connecticut
$575K -$10.4K -31 -2%
CGH
1534
Crossmark Global Holdings
Texas
$570K -$66.6K -198 -10%
SW
1535
SkyOak Wealth
Michigan
$570K -$59.8K -178 -9%
ME
1536
McIlrath & Eck
Washington
$569K – – –
IPW
1537
Inlet Private Wealth
Florida
$568K – – –
FA
1538
Faithward Advisors
Pennsylvania
$563K – – –
Legal & General Group
1539
Legal & General Group
United Kingdom
$561K +$183K +545 +48%
AP
1540
Adero Partners
California
$553K -$234K -696 -30%
HFAS
1541
Hummer Financial Advisory Services
Illinois
$553K – – –
FSG
1542
Financial Strategies Group
Michigan
$551K -$8.4K -25 -2%
XS
1543
XR Securities
Illinois
$550K +$550K +1,638 New
MM
1544
Main Management
California
$549K – – –
MIC
1545
Means Investment Company
Maine
$547K -$24.6K -70 -4%
LJAC
1546
L.J. Altfest & Co
New York
$546K -$12.1M -35,949 -96%
CS
1547
Cannell & Spears
New York
$546K – – –
SL
1548
Summitry LLC
California
$546K +$156K +463 +40%
1WA
1549
180 Wealth Advisors
Washington
$544K -$161K -468 -23%
DSN
1550
D. Scott Neal
Kentucky
$544K -$78.3K -233 -13%
60 61
62
63 64