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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 %
TAM
1701
Townsend Asset Management
North Carolina
$309K +$336 +1 +0.1%
HTHT
1702
Hemenway Trust Hemenway Trust
New Hampshire
$307K -$82.3K -245 -21%
BFA
1703
Bragg Financial Advisors
North Carolina
$307K -$42K -125 -12%
SFSG
1704
Stearns Financial Services Group
North Carolina
$307K -$4.03K -12 -1%
SXL
1705
Summit X LLC
Missouri
$306K +$1.73K +295 +0.6%
PD
1706
Planning Directions
Pennsylvania
$306K +$672 +2 +0.2%
TP
1707
Truvvo Partners
New York
$305K +$21.2K +63 +7%
RM
1708
Resource Management
Louisiana
$305K +$67.9K +202 +29%
HCM
1709
Howland Capital Management
Massachusetts
$304K -$1.68K -5 -0.5%
AWA
1710
ARS Wealth Advisors
Florida
$304K – – –
VF
1711
Virtu Financial
New York
$303K +$303K +903 New
AWA
1712
Acorn Wealth Advisors
Michigan
$302K -$3.02K -9 -1%
FBA
1713
Front Barnett Associates
Illinois
$302K – – –
BFO
1714
Biltmore Family Office
North Carolina
$302K +$336 +1 +0.1%
PWP
1715
Principle Wealth Partners
Connecticut
$301K -$150K -447 -33%
UBG
1716
United Bank (Georgia)
Georgia
$297K -$50.7K -151 -15%
TCM
1717
Tandem Capital Management
New Jersey
$297K – – –
SWM
1718
Shakespeare Wealth Management
Wisconsin
$296K – – –
BFM
1719
Boston Financial Management
Massachusetts
$295K -$605K -1,800 -67%
CP
1720
Covenant Partners
Tennessee
$294K – – –
Canada Life
1721
Canada Life
Manitoba, Canada
$294K +$251K +748 +589%
BRC
1722
Bell Rock Capital
Delaware
$293K -$62.2K -185 -18%
AIM
1723
Avity Investment Management
Connecticut
$292K -$16.8K -50 -5%
SDWIA
1724
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K +$7.74K +23 +3%
BHTS
1725
Bar Harbor Trust Services
Maine
$290K -$50.4K -150 -15%
67 68
69
70 71