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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 %
BFA
426
Bluestem Financial Advisors
Illinois
$33.1M +$327K +758 +1%
DE
427
Day & Ennis
Georgia
$32.9M +$517K +1,200 +2%
KCA
428
Karn Couzens & Associates
Connecticut
$32.5M +$486K +1,127 +2%
FHC
429
Fort Henry Capital
West Virginia
$32.3M -$101K -235 -0.3%
EWM
430
Evercore Wealth Management
New York
$32.2M -$913K -2,119 -3%
GL
431
Graypoint LLC
New York
$32M +$3.77M +8,747 +13%
GF
432
Gries Financial
Ohio
$32M -$251K -582 -0.8%
Cerity Partners
433
Cerity Partners
New York
$32M -$791K -1,836 -2%
AWM
434
AAF Wealth Management
Massachusetts
$31.9M +$108K +250 +0.3%
VCM
435
Verger Capital Management
North Carolina
$31.7M +$122K +284 +0.4%
MSWMA
436
Market Street Wealth Management Advisors
Indiana
$31.7M +$2.65M +6,152 +9%
SCA
437
Snowden Capital Advisors
New York
$31.6M -$197K -458 -0.6%
CFA
438
Carroll Financial Associates
North Carolina
$31.5M +$2.02M +4,699 +7%
BA
439
Bristlecone Advisors
Washington
$31.5M -$547K -1,269 -2%
IA
440
IFS Advisors
Kansas
$31.4M +$3.91M +9,069 +14%
HI
441
Harbour Investments
Wisconsin
$31.4M -$185K -429 -0.6%
B
442
Bailard
California
$31M +$411K +954 +1%
GLA
443
Great Lakes Advisors
Illinois
$30.8M -$11.6K -27 -0%
MSA
444
Marino Stram & Associates
Massachusetts
$30.8M +$30.8M +71,323 New
VFP
445
Verus Financial Partners
Virginia
$30.7M -$145K -324 -0.5%
CIBC Asset Management
446
CIBC Asset Management
Ontario, Canada
$30.5M +$3.34M +8,590 +12%
BWA
447
BDO Wealth Advisors
Florida
$30.5M -$271K -628 -0.9%
GPA
448
Guidance Point Advisors
Massachusetts
$30.5M +$482K +1,119 +2%
TCM
449
Towercrest Capital Management
Pennsylvania
$30.4M +$645K +1,493 +2%
RSWM
450
Robertson Stephens Wealth Management
California
$30.3M +$240K +558 +0.8%
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