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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 %
RA
376
Rational Advisors
New York
$40.1M +$8.99M +20,859 +29%
HCMT
377
Highland Capital Management (Tennessee)
Tennessee
$40M +$438K +1,017 +1%
FWA
378
FOCUS Wealth Advisors
Texas
$40M +$537K +1,246 +1%
PFG
379
PAX Financial Group
Texas
$39.7M -$2.21M -5,123 -5%
I
380
INVST
Indiana
$39.6M +$2.12M +4,925 +6%
Citadel Advisors
381
Citadel Advisors
Florida
$39.5M +$39.5M +91,613 New
MCM
382
MV Capital Management
Maryland
$39.3M +$3.59M +8,325 +10%
IWMA
383
Ironwood Wealth Management (Arizona)
Arizona
$39M +$5.41M +12,560 +16%
CPO
384
Cerity Partners OCIO
New York
$38.9M +$121K +280 +0.3%
CFC
385
Coyle Financial Counsel
Illinois
$38.9M +$452K +1,049 +1%
FIG
386
Freed Investment Group
Massachusetts
$38.8M +$890K +2,065 +2%
William Blair Investment Management
387
William Blair Investment Management
Illinois
$38.8M +$38.8M +90,000 New
LWA
388
Lineweaver Wealth Advisors
Ohio
$38.7M +$384K +891 +1%
PWM
389
PRW Wealth Management
Massachusetts
$38.7M +$35.7M +82,928 +1,198%
SYBT
390
Stock Yards Bank & Trust
Kentucky
$38.5M -$2.71M -6,282 -7%
FA
391
Flagstar Advisors
New York
$38.5M +$38.5M +89,274 New
MWC
392
MKD Wealth Coaches
Michigan
$38.4M +$262K +607 +0.7%
SAS
393
Sage Advisory Services
Texas
$38.3M +$2.63M +6,109 +7%
MA
394
MCF Advisors
Kentucky
$38.3M +$2.32M +5,377 +6%
TC
395
Telemus Capital
Michigan
$38.2M -$3.38M -7,844 -8%
FPGK
396
Financial Partners Group (Kansas)
Kansas
$38.2M +$1.87M +4,346 +5%
CA
397
Cornerstone Advisory
Maryland
$37.9M +$1.73M +4,017 +5%
UOMF
398
University of Massachusetts Foundation
Massachusetts
$37.9M +$146K +339 +0.4%
MCWS
399
McKinley Carter Wealth Services
West Virginia
$37.3M +$2.48M +5,749 +7%
CWM
400
Cranbrook Wealth Management
Michigan
$37.3M +$551K +1,280 +1%
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