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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 %
CFFP
1676
Center for Financial Planning
Michigan
$344K – – –
AWM
1677
Aberdeen Wealth Management
Illinois
$344K +$344K +1,024 New
CC
1678
Callan Capital
California
$343K – – –
AA
1679
Advisory Alpha
Michigan
$341K -$976K -2,855 -74%
NSB
1680
Norway Savings Bank
Maine
$340K -$41K -122 -11%
GC
1681
Garde Capital
Washington
$338K +$336 +1 +0.1%
SWA
1682
Sutton Wealth Advisors
Florida
$337K +$28.2K +84 +9%
MLL
1683
Moody Lynn & Lieberson
Massachusetts
$336K – – –
AA
1684
Auxano Advisors
Washington
$336K – – –
FUBT
1685
First United Bank & Trust
Maryland
$334K – – –
G
1686
Gainplan
Michigan
$333K +$1.68K +5 +0.5%
WIC
1687
Woodmont Investment Counsel
Tennessee
$332K – – –
MMPW
1688
Mitchell McLeod Pugh & Williams
Alabama
$332K – – –
LWS
1689
Lucia Wealth Services
California
$331K -$84.4K -251 -20%
AIM
1690
AMI Investment Management
Indiana
$331K – – –
WAS
1691
Wealth Advisory Solutions
Indiana
$331K +$34.5K +103 +12%
MWM
1692
Minot Wealth Management
Massachusetts
$329K – – –
TW
1693
TrinityPoint Wealth
Connecticut
$327K – – –
BMC
1694
Benin Management Corp
Connecticut
$321K – – –
WCFA
1695
Walkner Condon Financial Advisors
Wisconsin
$321K +$66.1K +197 +26%
SAM
1696
Seelaus Asset Management
New Jersey
$319K – – –
FM
1697
Foster & Motley
Ohio
$318K -$12.1K -36 -4%
FA
1698
FMA Advisory
Pennsylvania
$313K -$3.36K -10 -1%
FVWA
1699
Foster Victor Wealth Advisors
South Carolina
$313K +$93.9K +279 +43%
MCP
1700
Mirador Capital Partners
California
$311K +$311K +926 New
66 67
68
69 70