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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
$14.4B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.52B
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.77B
4
BlackRock
BlackRock
New York
$18.7B
5
Osaic Holdings
Osaic Holdings
Arizona
$1.05B

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.19B
2
PPFA
Provida Pension Fund Administrator
Chile
$1B
3
BA
Bridgewater Associates
Connecticut
$207M
4
PPA
Parametric Portfolio Associates
Washington
$1.08B
5
Wells Fargo
Wells Fargo
California
$6.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
201
CIM Investment Management
Pennsylvania
$67.6M -$2.64M -7,870 -4%
BOH
202
Bank of Hawaii
Hawaii
$67.5M -$3.56M -10,607 -5%
SPIA
203
Steward Partners Investment Advisory
New York
$66.9M +$1.49M +4,442 +2%
MMI
204
Matson Money Inc
Ohio
$66.6M +$4.8M +14,281 +8%
FSWA
205
Financial Synergies Wealth Advisors
Texas
$66.3M +$4.49M +13,371 +7%
PP
206
Pegasus Partners
Wisconsin
$66.2M -$112K -332 -0.2%
TCM
207
Twele Capital Management
Minnesota
$65.6M -$3.36M -10,003 -5%
EIG
208
Ellenbecker Investment Group
Wisconsin
$65.5M +$16M +47,743 +32%
RWM
209
RKL Wealth Management
Pennsylvania
$64.9M +$1.06M +3,149 +2%
BDF
210
Balasa Dinverno & Foltz
$64M -$483K -1,436 -0.7%
WBG
211
Wharton Business Group
Pennsylvania
$63.8M -$224K -668 -0.4%
SG
212
Swarthmore Group
Pennsylvania
$63.6M -$258K -768 -0.4%
FMWA
213
Forvis Mazars Wealth Advisors
Missouri
$63.3M -$5.44M -16,188 -8%
CFIA
214
Cantor Fitzgerald Investment Advisors
New York
$63M -$111K -358 -0.2%
HIH
215
HRS Investment Holdings
New York
$63M -$5.09M -15,150 -7%
TFM
216
TFC Financial Management
Massachusetts
$62.6M +$62.6M +186,263 New
PFM
217
Phillips Financial Management
Indiana
$61.5M -$465K -1,384 -0.8%
HI
218
Human Investing
Oregon
$60.3M +$22.6M +67,141 +60%
TIM
219
Tortoise Investment Management
New York
$60.1M -$4.75M -14,140 -7%
FCB
220
First Command Bank
Texas
$59.5M +$1.92M +5,716 +3%
FCFS
221
First Command Financial Services
Texas
$59.5M +$1.92M +5,716 +3%
BMCM
222
Bryn Mawr Capital Management
Pennsylvania
$59.2M -$2.43M -7,224 -4%
AI
223
Atria Investments
North Carolina
$58.3M +$8.6M +25,594 +17%
FNBOH
224
First National Bank of Hutchinson
Kansas
$58.3M -$790K -2,351 -1%
BWP
225
BSW Wealth Partners
Colorado
$57.8M -$13.6M -40,514 -19%
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