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iShares Core S&P 500 ETF
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Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$60.1M -$60.3K -203 -0.1%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$59.9M -$408M -1,365,456 -87%
FCM
203
Flinton Capital Management
Pennsylvania
$59.9M -$5.11M -17,108 -8%
BS
204
Banco Santander
Spain
$59.7M -$31.8M -106,274 -35%
Citigroup
205
Citigroup
New York
$58.5M +$29.3M +98,137 +100%
CB
206
Commerce Bank
Missouri
$58.2M +$1.9M +6,366 +3%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$57.2M +$3.66M +12,265 +7%
WBG
208
Wharton Business Group
Pennsylvania
$56.7M -$470K -1,573 -0.8%
MFS
209
McNamara Financial Services
Massachusetts
$56.2M -$281K -952 -0.5%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$55.2M +$428K +1,434 +0.8%
PFM
211
Phillips Financial Management
Indiana
$55.2M +$1.52M +5,079 +3%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$55.1M -$1.4M -4,706 -2%
MA
213
Montag & Associates
Georgia
$54.9M -$2.64M -8,832 -5%
CA
214
Cambridge Associates
Massachusetts
$54.6M -$1.7M -5,688 -3%
BF
215
BOK Financial
Oklahoma
$54.6M -$282K -943 -0.5%
BWP
216
BSW Wealth Partners
Colorado
$53.6M +$481K +1,611 +0.9%
HFBOT
217
Home Federal Bank of Tennessee
Tennessee
$53.3M +$603K +2,019 +1%
AA
218
ALPS Advisors
Colorado
$53.1M -$579K -1,940 -1%
JWM
219
Janiczek Wealth Management
Colorado
$52.2M +$4.17M +13,961 +9%
UOC
220
University of Chicago
Illinois
$51.3M -$6.25M -20,935 -11%
PWA
221
Physician Wealth Advisors
Utah
$50.5M +$50.5M +160,419 New
CC
222
Courier Capital
New York
$49.7M +$160K +547 +0.3%
SPIA
223
Steward Partners Investment Advisory
New York
$49.6M +$5.49M +18,378 +12%
SLI
224
Sumitomo Life Insurance
Japan
$49.3M – – –
AIA
225
Ally Invest Advisors
North Carolina
$49M +$5.41M +18,124 +12%
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