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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
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
351
Waller Financial Planning Group
Ohio
$53.1M -$287K -601 -0.5%
FW
352
Fidato Wealth
Ohio
$52.8M +$52.8M +110,712 New
BOCM
353
Bontempo Ohly Capital Management
Maryland
$52.6M +$519K +1,089 +1%
WAOI
354
Wealth Advisors of Iowa
Iowa
$52M -$3.58M -7,515 -6%
CA
355
Crewe Advisors
Utah
$51.9M +$3.8M +7,964 +8%
KWMG
356
King Wealth Management Group
Florida
$51.8M +$1.27M +2,657 +3%
RCM
357
Requisite Capital Management
Texas
$51.8M -$3.83M -8,033 -7%
TI
358
Tidal Investments
Wisconsin
$51.6M +$51.2M +107,340 +12,779%
EHPM
359
Emery Howard Portfolio Management
California
$51.6M -$220K -461 -0.4%
VCM
360
Vision Capital Management
Oregon
$51.5M +$1.01M +2,112 +2%
SIM
361
Strategic Investment Management
Virginia
$51.1M – – –
CCWA
362
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M +$1.22M +2,557 +2%
ASN
363
Advisory Services Network
Georgia
$51M +$10.3M +21,495 +25%
DP
364
Divergent Planning
Maryland
$50.8M +$1.47M +3,058 +3%
WTC
365
WhitTier Trust Company
Nevada
$50.7M +$2.44M +5,106 +5%
FA
366
Fiducient Advisors
Illinois
$50.7M -$2.04M -4,272 -4%
RCA
367
Resonant Capital Advisors
Wisconsin
$50.6M +$2.25M +4,722 +5%
BHWM
368
Bar Harbor Wealth Management
New Hampshire
$50.6M +$1.22M +2,550 +2%
MWM
369
MBE Wealth Management
Wisconsin
$50.6M +$1.12M +2,348 +2%
GF
370
Genworth Financial
Virginia
$50.5M +$39.7M +83,175 +368%
TLFA
371
True Link Financial Advisors
California
$50.2M -$104K -217 -0.2%
OWM
372
Orgel Wealth Management
Wisconsin
$50M +$10.8M +22,553 +27%
HWM
373
HighMark Wealth Management
Minnesota
$50M +$2M +4,189 +4%
WI
374
Wintrust Investments
Illinois
$49.9M +$1.11M +2,336 +2%
GL
375
Graypoint LLC
New York
$49.8M +$14.4M +30,108 +41%
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