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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 %
WAG
301
Winthrop Advisory Group
Massachusetts
$50.4M -$1.15M -2,663 -2%
FNBT
302
FineMark National Bank & Trust
Florida
$50.3M -$1.48M -3,432 -3%
RCM
303
Requisite Capital Management
Texas
$50.3M +$1.62M +3,764 +3%
CWA
304
Core Wealth Advisors
Florida
$50.2M +$2.59M +6,012 +5%
WAOI
305
Wealth Advisors of Iowa
Iowa
$50.2M +$31.5M +73,179 +169%
CB
306
Community Bank
New York
$49.8M -$151K -350 -0.3%
SIA
307
Sovereign Investment Advisors
Arizona
$49.7M -$2.68M -6,225 -5%
CFGS
308
Concourse Financial Group Securities
Alabama
$49.4M +$9.15M +21,230 +23%
NL
309
NWAM LLC
Washington
$49.2M +$16.4M +38,082 +50%
CG
310
Colony Group
Massachusetts
$49.1M +$7.85M +18,218 +19%
ETS
311
ESL Trust Services
New York
$48.9M -$4.83M -11,210 -9%
BG
312
Benedetti & Gucer
Georgia
$48.8M +$1.58M +3,662 +3%
WA
313
WestEnd Advisors
North Carolina
$48.7M -$58M – –
LF
314
Lee Financial
Texas
$48.7M +$679K +1,577 +1%
Arrowstreet Capital
315
Arrowstreet Capital
Massachusetts
$48.6M -$2.88M -6,696 -6%
HWA
316
Heritage Way Advisors
Illinois
$48.3M +$91.8K +213 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
317
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.3M -$21.5M -50,000 -31%
WFPG
318
Waller Financial Planning Group
Ohio
$48.2M +$418K +970 +0.9%
MIS
319
Morningstar Investment Services
Illinois
$48.1M +$1.83M +4,189 +4%
BWM
320
BT Wealth Management
Georgia
$48M +$3.06M +7,108 +7%
PIM
321
Parker Investment Management
California
$48M -$237K -549 -0.5%
FA
322
Fiducient Advisors
Illinois
$47.6M -$2.65M -6,141 -5%
CWG
323
Cornerstone Wealth Group
North Carolina
$47.4M +$12.6M +29,160 +36%
BOCM
324
Bontempo Ohly Capital Management
Maryland
$47M -$447K -1,038 -0.9%
EIA
325
Eldridge Investment Advisors
New Hampshire
$47M -$654K -1,519 -1%
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