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iShares Core S&P 500 ETF
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Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Mutual Advisors
Nebraska
$55.6M +$6.45M +14,963 +13%
KFP
277
KMG Fiduciary Partners
Ohio
$55.6M -$3.53M -8,194 -6%
WA
278
Wealth Architects
California
$55M -$2.58M -5,984 -4%
HCA
279
Heck Capital Advisors
Wisconsin
$55M +$356K +826 +0.7%
RIS
280
Retirement Income Solutions
Michigan
$54.9M +$3.51M +8,152 +7%
AWM
281
Avior Wealth Management
Nebraska
$54.9M +$27.8M +64,621 +103%
STA
282
Summit Trail Advisors
New York
$54.7M -$17.2K -40 -0%
JWM
283
Janiczek Wealth Management
Colorado
$54.7M +$248K +576 +0.5%
NEPPG
284
New England Professional Planning Group
Rhode Island
$54.5M +$600K +1,301 +1%
NA
285
Nottingham Advisors
New York
$54.2M -$88.7K -206 -0.2%
PWLP
286
Prio Wealth Limited Partnership
Massachusetts
$53.9M -$820K -1,903 -1%
Sumitomo Mitsui Trust Group
287
Sumitomo Mitsui Trust Group
Japan
$53.8M +$25M +58,063 +87%
IAN
288
Integrated Advisors Network
Texas
$53.1M +$12.4M +28,693 +30%
BF
289
BOK Financial
Oklahoma
$52.8M +$52.8M +122,503 New
APA
290
American Portfolios Advisors
New York
$52.6M +$7.52M +17,450 +17%
VFIC
291
Valley Forge Investment Consultants
Pennsylvania
$52.4M +$3.34M +7,749 +7%
VFA
292
Valeo Financial Advisors
Indiana
$52.2M +$1.68M +3,902 +3%
FTUS
293
Flow Traders U.S.
New York
$51.8M +$42.8M +99,287 +474%
DSA
294
Droms Strauss Advisors
Missouri
$51.7M -$1.02M -2,363 -2%
CS
295
Comerica Securities
Michigan
$51.2M +$95.2K +221 +0.2%
CT
296
Cambridge Trust
Massachusetts
$51.2M +$2.55M +5,922 +5%
NEAM
297
New England Asset Management
Connecticut
$51.1M +$17.6M +40,791 +52%
PP
298
Palladium Partners
Virginia
$50.9M +$46.1K +107 +0.1%
AIIMS
299
Analyst IMS Investment Management Services
Israel
$50.6M -$162K -377 -0.3%
ANB
300
Amarillo National Bank
Texas
$50.5M +$27.4M +63,706 +119%
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