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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 %
JWBC
1776
J.W. Burns & Co
New York
$245K -$21.8K -65 -8%
RCM
1777
Radnor Capital Management
Pennsylvania
$244K +$244K +727 New
ACM
1778
Ategra Capital Management
Virginia
$244K – – –
SPL
1779
Smart Portfolios LLC
Washington
$243K +$9.41K +28 +4%
ST
1780
Sabal Trust
Florida
$243K +$243K +724 New
HCIA
1781
Hochman Cole Investment Advisors
Illinois
$242K – – –
MAS
1782
Madden Advisory Services
Florida
$242K – – –
TAM
1783
Tocqueville Asset Management
New York
$241K – – –
LWM
1784
Laidlaw Wealth Management
New York
$240K -$409K -1,217 -63%
TCWA
1785
Ten Capital Wealth Advisors
Washington
$240K +$240K +713 New
DI
1786
DFPG Investments
Utah
$239K +$16K +47 +7%
PRWA
1787
Platte River Wealth Advisors
Colorado
$239K +$239K +710 New
CFA
1788
Capstone Financial Advisors
Illinois
$238K – – –
DP
1789
DDD Partners
Washington
$238K +$6.71K +20 +3%
DAC
1790
Dividend Assets Capital
South Carolina
$237K -$30.9K -92 -12%
OBWP
1791
O'Brien Wealth Partners
Massachusetts
$237K – – –
RPA
1792
Rock Point Advisors
Vermont
$237K +$6.05K +18 +3%
IGGA
1793
Iron Gate Global Advisors
Utah
$237K +$237K +707 New
PNAA
1794
Pictet North America Advisors
Switzerland
$235K – – –
KCPG
1795
Kavar Capital Partners Group
Kansas
$235K – – –
QC
1796
QCM Cayman
Texas
$235K – – –
CCM
1797
Cribstone Capital Management
Maine
$234K -$22.2K -66 -9%
TW
1798
Towerpoint Wealth
California
$233K -$61.5K -183 -21%
ACM
1799
Argent Capital Management
Missouri
$233K -$49.8K -148 -18%
NWP
1800
Northstar Wealth Partners
Connecticut
$232K -$1.64M -4,890 -88%
70 71
72
73 74