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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 %
AL
326
Aspiriant LLC
California
$47M -$1.24M -2,881 -3%
BSW
327
Buckingham Strategic Wealth
Missouri
$46.9M +$7.24M +16,814 +18%
SAS
328
Sanford Advisory Services
Michigan
$46.8M +$1.78M +4,141 +4%
EHPM
329
Emery Howard Portfolio Management
California
$46.8M -$196K -454 -0.4%
Bank Julius Baer & Co
330
Bank Julius Baer & Co
Switzerland
$46.3M +$4.38M +10,156 +10%
AIP
331
Ameritas Investment Partners
Nebraska
$46.3M +$3.74M +8,674 +9%
SIM
332
Strategic Investment Management
Virginia
$46.2M – – –
IWP
333
Icon Wealth Partners
Texas
$46.1M -$361K -838 -0.8%
RIA
334
Regal Investment Advisors
Michigan
$45.9M -$644K -1,495 -1%
KWMG
335
King Wealth Management Group
Florida
$45.7M +$1.33M +3,095 +3%
NCM
336
Narwhal Capital Management
Georgia
$45.6M +$2.32M +5,389 +5%
VCM
337
Vision Capital Management
Oregon
$45.6M +$3.02M +7,015 +7%
TLFA
338
True Link Financial Advisors
California
$45.5M +$656K +1,523 +1%
CCWA
339
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45M +$1.1M +2,554 +3%
CIBC World Market
340
CIBC World Market
Ontario, Canada
$44.9M +$2.06M +4,786 +5%
DP
341
Divergent Planning
Maryland
$44.8M -$483K -1,109 -1%
MWM
342
MBE Wealth Management
Wisconsin
$44.7M +$1.42M +3,300 +3%
BHWM
343
Bar Harbor Wealth Management
New Hampshire
$44.6M -$1.71M -3,974 -4%
HA
344
Harfst & Associates
Wyoming
$44.2M -$536K -1,245 -1%
MIA
345
MainStreet Investment Advisors
Illinois
$44.1M -$11.7M -27,157 -21%
OC
346
Oppenheimer & Co
New York
$44.1M -$3M -6,961 -6%
WI
347
Wintrust Investments
Illinois
$44.1M -$1.43M -3,316 -3%
CI
348
CX Institutional
Indiana
$44M -$2.39M -5,546 -5%
PA
349
Pinnacle Associates
New York
$44M +$414K +960 +0.9%
SFS
350
Sowell Financial Services
Arkansas
$43.7M -$1.08M -2,517 -2%
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