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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 %
RCA
351
Resonant Capital Advisors
Wisconsin
$43.7M +$1.19M +2,762 +3%
HFA
352
High Falls Advisors
New York
$43.7M +$3.79M +8,803 +10%
WTC
353
WhitTier Trust Company
Nevada
$43.6M +$2.68M +6,214 +7%
GIM
354
Goelzer Investment Management
Indiana
$43.6M +$2.45M +5,679 +6%
CA
355
Crewe Advisors
Utah
$43.4M +$3.35M +7,783 +8%
HWM
356
HighMark Wealth Management
Minnesota
$43.3M -$42.7K -99 -0.1%
SAM
357
Securian Asset Management
Minnesota
$43.3M – – –
CWM
358
Cornerstone Wealth Management
Missouri
$43.2M +$1.45M +3,361 +3%
KPWG
359
KFA Private Wealth Group
Virginia
$43.1M -$84.4K -196 -0.2%
GW
360
GW & Wade
Massachusetts
$43M +$1.78M +4,134 +4%
FNBOH
361
First National Bank of Hutchinson
Kansas
$42.8M -$1.22M -2,830 -3%
MIAN
362
Mariner Independent Advisor Network
Kansas
$42.8M +$802K +1,862 +2%
WWM
363
Wiser Wealth Management
Georgia
$42.6M +$4.28M +9,943 +11%
WDL
364
Well Done LLC
Michigan
$42.3M +$1.08M +2,504 +3%
SCP
365
Syntal Capital Partners
Texas
$42.2M -$7.55M -17,515 -15%
WS
366
Wela Strategies
Georgia
$42.2M -$3.12M -7,245 -7%
PSUF
367
People's United Financial
Connecticut
$42.1M -$1.61M -3,741 -4%
CPSAC
368
Chas P. Smith & Associates (CPS)
Florida
$42M +$1.41M +3,263 +3%
SA
369
Stewardship Advisors
Pennsylvania
$41.9M +$13M +30,290 +45%
P3I
370
Progeny 3 Inc
Washington
$41.8M – – –
JF
371
JSF Financial
California
$41.4M +$492K +1,141 +1%
CSWG
372
Cardinal Strategic Wealth Guidance
Kentucky
$41M +$2.75M +6,390 +7%
MG
373
Mather Group
Illinois
$40.9M -$3.98M -9,231 -9%
SW
374
SteelPeak Wealth
California
$40.8M -$7.48M -17,362 -15%
Korea Investment Corp
375
Korea Investment Corp
South Korea
$40.3M – – –
13 14
15
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