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iShares Core S&P 500 ETF
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Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.19B
2
BlackRock
BlackRock
New York
$33.5B
3
Millennium Management
Millennium Management
New York
$1.45B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.43B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.4B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.64B
2
Franklin Resources
Franklin Resources
California
$676M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$40.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
226
Litman Gregory Wealth Management
California
$97.9M -$113K -236 -0.1%
SIM
227
SSI Investment Management
California
$96.6M +$6.59M +13,811 +7%
BCI
228
Brinker Capital Investments
Pennsylvania
$96.5M +$12.2M +25,589 +14%
GWM
229
Geneos Wealth Management
Colorado
$96.3M -$15.7M -33,036 -14%
PP
230
Pegasus Partners
Wisconsin
$95M -$14.9M -31,267 -14%
RWM
231
RKL Wealth Management
Pennsylvania
$94.2M +$1.79M +3,756 +2%
FCB
232
First Command Bank
Texas
$93.3M – – –
BRWA
233
B. Riley Wealth Advisors
Florida
$93M +$18.6M +38,992 +25%
SG
234
Swarthmore Group
Pennsylvania
$92.5M +$2.71M +5,676 +3%
CCFCSB
235
Cape Cod Five Cents Savings Bank
Massachusetts
$92.1M -$1.08M -2,270 -1%
DADC
236
D.A. Davidson & Co
Montana
$90.4M +$2.81M +5,900 +3%
AT
237
Arvest Trust
Oklahoma
$90.2M +$90.2M +189,035 New
HIH
238
HRS Investment Holdings
New York
$89.4M – – –
RIS
239
Retirement Income Solutions
Michigan
$89.1M +$28.3M +59,276 +47%
SWP
240
Stratos Wealth Partners
Ohio
$88.8M +$2.69M +5,637 +3%
CG
241
Colony Group
Massachusetts
$86.9M +$32.6M +68,272 +60%
GSAM
242
Grant Street Asset Management
Pennsylvania
$85.8M -$1.2M -2,506 -1%
UID
243
Union Investments & Development
Israel
$85.7M +$85.7M +179,760 New
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$85.4M +$11.5M +24,174 +16%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M -$354M -741,140 -81%
WA
246
Wilshire Advisors
California
$85.1M +$85.1M +178,440 New
EPA
247
Element Pointe Advisors
Florida
$84.1M +$12.5M +26,114 +17%
Sumitomo Mitsui Trust Group
248
Sumitomo Mitsui Trust Group
Japan
$82.8M +$23.2M +48,669 +39%
TCM
249
Twele Capital Management
Minnesota
$82.4M -$3.99M -8,367 -5%
BMCM
250
Bryn Mawr Capital Management
Pennsylvania
$80.7M +$4.55M +9,548 +6%
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