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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 %
HNB
401
Huntington National Bank
Ohio
$37.3M +$141K +31 +0.4%
TCM
402
TD Capital Management
Tennessee
$37.3M -$582K -1,351 -2%
ASN
403
Advisory Services Network
Georgia
$36.8M +$4.75M +11,026 +15%
OFG
404
Oxford Financial Group
Indiana
$36.8M +$1.64M +3,803 +5%
SHJ
405
Sharkey, Howes & Javer
Colorado
$36.8M +$192K +445 +0.5%
BA
406
Bellwether Advisors
Nebraska
$36.6M -$906K -2,101 -2%
TWA
407
TPB Wealth Advisors
Texas
$36.4M -$8.24M -19,135 -18%
FWM
408
FFT Wealth Management
Pennsylvania
$36.2M +$631K +1,464 +2%
SHGA
409
Sand Hill Global Advisors
California
$36M -$991K -2,301 -3%
PI
410
Pachira Investments
California
$35.9M -$419K -972 -1%
LBC
411
Lowe Brockenbrough & Co
Virginia
$35.5M +$35.5M +82,508 New
OWM
412
Orgel Wealth Management
Wisconsin
$35.5M +$2.46M +5,702 +7%
BSSFA
413
Baron Silver Stevens Financial Advisors
Florida
$35.3M -$2.59K -6 -0%
TGAM
414
TBH Global Asset Management
Tennessee
$35.1M +$757K +1,758 +2%
LNC
415
Lincoln National Corp
Pennsylvania
$34.9M -$30.7M -71,227 -47%
VOYA Investment Management
416
VOYA Investment Management
Georgia
$34.6M +$24.5M +56,753 +241%
BOS
417
Bank of Stockton
California
$34.4M +$2.28M +5,281 +7%
APSP
418
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.4M -$163K -379 -0.5%
SPIA
419
Strategic Point Investment Advisors
Rhode Island
$34.4M +$581K +1,348 +2%
FCBT
420
First Citizens Bank & Trust
North Carolina
$34.2M +$271K +629 +0.8%
RhumbLine Advisers
421
RhumbLine Advisers
Massachusetts
$34M -$76.7M -178,085 -69%
ST
422
Smithfield Trust
Pennsylvania
$33.9M -$131K -303 -0.4%
AIG
423
American International Group
New York
$33.7M -$101M -235,000 -75%
HT
424
Hefren-Tillotson
Pennsylvania
$33.6M +$1.99M +4,613 +6%
FCH
425
Freestone Capital Holdings
Washington
$33.5M +$255K +592 +0.8%
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