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iShares Core S&P 500 ETF
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Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
201
Tortoise Investment Management
New York
$59.7M -$2.69M -8,692 -4%
BDF
202
Balasa Dinverno & Foltz
$59.4M -$6.15M -19,852 -9%
WBG
203
Wharton Business Group
Pennsylvania
$59M +$10.8K +35 +0%
RTS
204
Round Table Services
New Jersey
$59M +$345K +1,113 +0.6%
SG
205
Swarthmore Group
Pennsylvania
$58.9M +$55.6M +179,425 +1,685%
RWM
206
RKL Wealth Management
Pennsylvania
$58.8M +$8.31M +26,839 +16%
MW
207
Marcum Wealth
Ohio
$58.1M -$5.46M -17,634 -9%
USAA
208
United Services Automobile Association
Texas
$57.7M -$497M -1,575,781 -90%
PFM
209
Phillips Financial Management
Indiana
$57.1M -$328K -1,060 -0.6%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$57M +$879K +2,837 +2%
MMI
211
Matson Money Inc
Ohio
$56.9M +$724K +2,337 +1%
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$56.8M -$9.82M -31,706 -15%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$55.8M +$30.7M +99,200 +123%
BBHC
214
Brown Brothers Harriman & Co
New York
$55.8M -$5.59M -18,047 -9%
OEP
215
Ocean Endowment Partners
Illinois
$55.5M -$789K -3,052 -1%
AA
216
ALPS Advisors
Colorado
$55M -$1.11M -3,580 -2%
FNBOH
217
First National Bank of Hutchinson
Kansas
$54.4M -$12.1M -39,148 -18%
ANTB
218
AMG National Trust Bank
Colorado
$53.1M +$52.2M +168,406 +5,678%
FCFS
219
First Command Financial Services
Texas
$53M +$33M +106,640 +165%
FCB
220
First Command Bank
Texas
$53M +$33M +106,640 +165%
CC
221
Courier Capital
New York
$52.9M +$245K +782 +0.5%
CFG
222
Citizens Financial Group
Rhode Island
$52.6M +$244K +789 +0.5%
PWA
223
Physician Wealth Advisors
Utah
$52.5M -$3.35M -9,931 -6%
SWP
224
Stratos Wealth Partners
Ohio
$52.5M +$17.6M +56,731 +50%
DWM
225
Destination Wealth Management
California
$52.3M -$39.8M -128,393 -43%
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