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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.06B
2
BlackRock
2
BlackRock
New York
$17.4B
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$741M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.11B
5
Wells Fargo
5
Wells Fargo
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1801
Regent Investment Management
Kentucky
$219K – – –
GLR
1802
Great Lakes Retirement
Ohio
$218K +$218K +675 New
BBA
1803
Braun-Bostich & Associates
Pennsylvania
$216K +$216K +663 New
DI
1804
DFPG Investments
Utah
$215K +$215K +652 New
MIC
1805
Meridian Investment Counsel
California
$213K +$213K +660 New
WAS
1806
Wealth Advisory Solutions
Indiana
$212K +$212K +658 New
TP
1807
Truvvo Partners
New York
$211K +$211K +652 New
FCM
1808
Firestone Capital Management
Florida
$211K +$211K +653 New
AGA
1809
Arkos Global Advisors
Texas
$210K +$210K +650 New
RPA
1810
Rock Point Advisors
Vermont
$210K +$210K +650 New
MCM
1811
McMillion Capital Management
North Carolina
$209K -$5.18K -16 -2%
VNA
1812
Valley National Advisers
Pennsylvania
$209K – – –
BMM
1813
Berkshire Money Management
Massachusetts
$206K +$206K +636 New
RW
1814
RVW Wealth
California
$205K +$205K +633 New
IC
1815
Investment Counsel
Michigan
$204K +$204K +630 New
CB
1816
Cadence Bank
Mississippi
$204K +$204K +631 New
LF
1817
LifeSteps Financial
California
$203K +$203K +627 New
BPM
1818
Bowling Portfolio Management
Ohio
$203K +$203K +629 New
FFSOTS
1819
Fiduciary Financial Services of The Southwest
Texas
$202K +$202K +624 New
ACM
1820
Allred Capital Management
Texas
$201K +$201K +621 New
FANJ
1821
Financial Architects (New Jersey)
New Jersey
$200K +$5.49K +17 +3%
LFASL
1822
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$200K +620 New
SWA
1823
Sutton Wealth Advisors
Florida
$195K – – –
FWM
1824
FSA Wealth Management
Massachusetts
$191K +$191K +590 New
RFM
1825
Royal Fund Management
Florida
$187K -$50.4K -156 -21%
71 72
73
74 75