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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 %
WT
176
Whittier Trust
California
$79.9M +$12.3M +38,103 +18%
EPM
177
Elm Partners Management
Pennsylvania
$78.4M -$339K -1,136 -0.4%
BAAM
178
Baker Avenue Asset Management
California
$77.9M +$7.55M +23,367 +11%
BSB
179
Bangor Savings Bank
Maine
$76.3M +$474K +1,467 +0.6%
NA
180
NewEdge Advisors
Louisiana
$76.2M +$4.05M +12,529 +6%
OEP
181
Ocean Endowment Partners
Illinois
$75.6M +$75.6M +233,925 New
BS
182
Banco Santander
Spain
$74.9M +$10.6M +32,643 +16%
VFA
183
Voya Financial Advisors
Connecticut
$74.4M -$2.1M -6,523 -3%
GFP
184
Gryphon Financial Partners
Ohio
$74.1M +$159K +493 +0.2%
William Blair & Company
185
William Blair & Company
Illinois
$74M +$5.04M +15,596 +7%
BL
186
Balentine LLC
Georgia
$73.3M -$1.25M -3,872 -2%
CFG
187
Citizens Financial Group
Rhode Island
$73M +$1.63M +5,038 +2%
CCFCSB
188
Cape Cod Five Cents Savings Bank
Massachusetts
$72.9M -$289K -893 -0.4%
GT
189
Glenview Trust
Kentucky
$72.4M +$6.52M +20,184 +10%
BOH
190
Bank of Hawaii
Hawaii
$72.3M +$4.05M +12,544 +6%
EWF
191
Epstein & White Financial
California
$72.2M +$6.52M +20,174 +10%
CAN
192
Cetera Advisor Networks
California
$71.9M +$3.42M +10,590 +5%
RI
193
RPTC Inc
Wyoming
$71.8M +$295K +914 +0.4%
CIM
194
CIM Investment Management
Pennsylvania
$71.8M -$301K -932 -0.4%
AII
195
AGF Investments Inc
Ontario, Canada
$71.6M -$32.3M -100,000 -31%
FNBOH
196
First National Bank of Hutchinson
Kansas
$71.3M -$2.02M -6,235 -3%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$70.6M +$5.73M +17,717 +9%
RWM
198
Rezny Wealth Management
Florida
$70.5M +$824K +2,550 +1%
SSB
199
Sandy Spring Bank
Maryland
$69.9M +$993K +3,073 +1%
TIM
200
Tortoise Investment Management
New York
$69.4M -$1.33M -4,100 -2%
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