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iShares Core S&P 500 ETF
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Overview Fund Activity

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M

Top Buyers

1
Squarepoint
Squarepoint
New York
$3.79B
2
Truist Financial
Truist Financial
North Carolina
$1.36B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.45B
4
AAS
Avantax Advisory Services
Texas
$368M
5
JGC
J. Goldman & Co
New York
$240M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.06B
2
BlackRock
BlackRock
New York
$17.4B
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
Wells Fargo
Wells Fargo
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
1751
Zacks Investment Management
Illinois
$253K -$476K -1,468 -65%
GWS
1752
Glassman Wealth Services
Virginia
$252K – – –
RAM
1753
Riggs Asset Management
Pennsylvania
$252K +$28.4K +88 +13%
SWP
1754
Strategic Wealth Partners
Ohio
$251K -$1.15M -3,549 -82%
SPL
1755
Smart Portfolios LLC
Washington
$251K -$12.9K -40 -5%
ANBT
1756
American National Bank & Trust
Texas
$250K -$3.55K -11 -1%
SIM
1757
Sonora Investment Management
Arizona
$249K +$10K +31 +4%
TA
1758
TCG Advisors
Texas
$249K +$249K +771 New
ONST
1759
Old North State Trust
North Carolina
$247K -$8.72K -27 -3%
CFA
1760
Capstone Financial Advisors
Illinois
$247K +$323 +1 +0.1%
JWBC
1761
John W. Brooker & Co
California
$247K +$247K +763 New
HIS
1762
Horizon Investment Services
Indiana
$246K +$246K +760 New
PA
1763
Probity Advisors
Texas
$245K +$245K +759 New
ACM
1764
Ategra Capital Management
Virginia
$245K +$323 +1 +0.1%
PWA
1765
Providence Wealth Advisors
Illinois
$243K – – –
SVCP
1766
Silicon Valley Capital Partners
California
$243K +$1.29K +4 +0.5%
TW
1767
Towerpoint Wealth
California
$241K +$152K +470 +171%
DWA
1768
Dougherty Wealth Advisers
Minnesota
$240K -$11K -34 -4%
AMM
1769
American Money Management
California
$240K – – –
PW
1770
Peninsula Wealth
California
$239K +$1.61K +5 +0.7%
NPA
1771
Nichols & Pratt Advisers
Massachusetts
$238K – – –
VCM
1772
Vigilant Capital Management
Maine
$238K – – –
BC
1773
Barnett & Company
Tennessee
$238K – – –
HCIA
1774
Hochman Cole Investment Advisors
Illinois
$238K – – –
CPC
1775
Consolidated Planning Corp
Georgia
$238K +$238K +736 New
69 70
71
72 73