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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 %
CPO
426
Cerity Partners OCIO
New York
$42.1M -$986K -2,068 -2%
UOMF
427
University of Massachusetts Foundation
Massachusetts
$42.1M +$135K +283 +0.3%
RSWM
428
Robertson Stephens Wealth Management
California
$42M +$8.42M +17,645 +25%
CWG
429
Cornerstone Wealth Group
North Carolina
$41.9M -$10.6M -22,132 -20%
HT
430
Hefren-Tillotson
Pennsylvania
$41.9M +$4.67M +9,789 +13%
Citigroup
431
Citigroup
New York
$41.8M -$145M -304,921 -78%
FA
432
Flagstar Advisors
New York
$41.8M -$810K -1,698 -2%
TCM
433
TD Capital Management
Tennessee
$41.7M +$392K +822 +1%
FPGK
434
Financial Partners Group (Kansas)
Kansas
$41.6M +$1.58M +3,503 +4%
GWM
435
GDS Wealth Management
Texas
$41.5M +$41.5M +86,935 New
SA
436
Stewardship Advisors
Pennsylvania
$41.3M -$5.11M -10,714 -11%
SPIA
437
Strategic Point Investment Advisors
Rhode Island
$40.9M +$2.82M +5,913 +7%
LNC
438
Lincoln National Corp
Pennsylvania
$40.7M +$2.02M +4,235 +5%
BIS
439
BG Investment Services
Guam
$40.6M +$40.6M +85,023 New
CPW
440
Crestmont Private Wealth
Texas
$40.6M +$40.6M +85,017 New
JWCA
441
J.W. Cole Advisors
Florida
$40.5M +$40.5M +84,899 New
BA
442
Bellwether Advisors
Nebraska
$40.4M -$103K -215 -0.3%
HSBC Holdings
443
HSBC Holdings
United Kingdom
$40.4M -$410M -859,205 -91%
SAS
444
Sage Advisory Services
Texas
$40.4M -$2.01M -4,219 -5%
OFG
445
Oxford Financial Group
Indiana
$40.3M -$405K -849 -1%
CWM
446
Congress Wealth Management
Massachusetts
$40.1M +$40.1M +84,011 New
FCBT
447
First Citizens Bank & Trust
North Carolina
$40M +$2.06M +4,316 +5%
LBC
448
Lowe Brockenbrough & Co
Virginia
$39.8M +$480K +1,006 +1%
FWM
449
FFT Wealth Management
Pennsylvania
$39.8M -$269K -564 -0.7%
SHGA
450
Sand Hill Global Advisors
California
$39.8M -$134K -280 -0.3%
16 17
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