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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 %
QPWM
1576
Quadrant Private Wealth Management
Pennsylvania
$210K +$210K +702 New
ACA
1577
Ackerman Capital Advisors
Texas
$209K -$20.6K -69 -9%
KCPG
1578
Kavar Capital Partners Group
Kansas
$209K – – –
FVWA
1579
Foster Victor Wealth Advisors
South Carolina
$208K -$49.5K -168 -19%
NSAM
1580
North Star Asset Management
Wisconsin
$207K – – –
LCM
1581
LVM Capital Management
Michigan
$206K – – –
WEC
1582
Winslow Evans & Crocker
Massachusetts
$206K – – –
RAM
1583
Riggs Asset Management
Pennsylvania
$206K – – –
OBWP
1584
O'Brien Wealth Partners
Massachusetts
$205K -$258K -864 -56%
FPB
1585
First PREMIER Bank
South Dakota
$204K – – –
RIM
1586
Regent Investment Management
Kentucky
$203K +$203K +678 New
PCM
1587
Perritt Capital Management
Illinois
$202K +$202K +675 New
CC
1588
Chanos & Company
New York
$202K +$202K +678 New
HWA
1589
HHM Wealth Advisors
Tennessee
$202K +$202K +678 New
MCM
1590
McMillion Capital Management
North Carolina
$198K – – –
VNA
1591
Valley National Advisers
Pennsylvania
$193K +$73.7K +247 +62%
DCM
1592
Disciplina Capital Management
Tennessee
$184K – – –
GFPC
1593
Global Financial Private Capital
Florida
$182K -$280K -940 -61%
CJA
1594
C-J Advisory
California
$181K – – –
FANJ
1595
Financial Architects (New Jersey)
New Jersey
$180K – – –
SWA
1596
Sutton Wealth Advisors
Florida
$180K -$193K -647 -52%
UB
1597
UMB Bank
Missouri
$165K -$2.31K -7,731 -1%
NSB
1598
Norway Savings Bank
Maine
$165K -$5.98K -20 -3%
EWM
1599
Edge Wealth Management
New York
$159K +$33.7K +113 +27%
PAI
1600
Pittenger & Anderson Inc
Nebraska
$156K +$1.49K +5 +1%
62 63
64
65 66