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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 %
CFG
1576
Capstone Financial Group
Oklahoma
$502K +$5.37K +16 +1%
DCM
1577
Donaldson Capital Management
Indiana
$502K +$46K +137 +10%
CA
1578
Cortland Associates
Missouri
$499K – – –
GA
1579
GFS Advisors
Texas
$499K – – –
GWM
1580
Greenwich Wealth Management
Connecticut
$495K +$61.2K +182 +14%
AFAS
1581
Acorn Financial Advisory Services
Virginia
$494K +$14.8K +44 +3%
EDRH
1582
Edmond de Rothschild Holding
Switzerland
$494K +$395K +1,175 +398%
RMCM
1583
Reynders McVeigh Capital Management
Massachusetts
$493K +$493K +1,467 New
BC
1584
Brio Consultants
California
$492K +$60.5K +180 +14%
PSC
1585
Prentiss Smith & Co
Vermont
$491K – – –
TPA
1586
Trivium Point Advisory
Connecticut
$491K +$228K +679 +87%
WLIM
1587
White Lighthouse Investment Management
Massachusetts
$490K -$89.1K -265 -15%
I2I
1588
Insight 2811 Inc
Illinois
$489K -$26.2K -78 -5%
HFG
1589
Heron Financial Group
New York
$488K -$3.41K -10 -0.7%
WA
1590
Wambolt & Associates
Colorado
$485K -$84K -250 -15%
CHA
1591
Carmichael Hill & Associates
Maryland
$485K -$672 -2 -0.1%
UFF
1592
USA Financial Formulas
Michigan
$485K +$473K +1,409 +4,026%
Kovitz Investment Group Partners
1593
Kovitz Investment Group Partners
Illinois
$483K +$336 +1 +0.1%
AAIM
1594
Asset Advisors Investment Management
Georgia
$482K – – –
CCT
1595
Capital City Trust
Florida
$482K – – –
Wealthfront Advisers
1596
Wealthfront Advisers
California
$480K +$1.34K +4 +0.3%
APWA
1597
Atlas Private Wealth Advisors
New Jersey
$478K -$52.4K -156 -10%
ACM
1598
Advisors Capital Management
New Jersey
$476K +$219K +652 +86%
SAM
1599
Sompo Asset Management
Japan
$474K +$474K +1,410 New
EWA
1600
ERTS Wealth Advisors
Michigan
$473K -$29.2K -87 -6%
62 63
64
65 66