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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 %
CCT
451
Country Club Trust
Missouri
$30.3M -$290K -664 -0.9%
GSWM
452
Golden State Wealth Management
California
$30.1M +$404K +938 +1%
KTA
453
Keeley-Teton Advisors
Illinois
$30M +$454K +1,054 +2%
RDFA
454
Ritter Daniher Financial Advisory
Ohio
$29.9M -$18.5K -43 -0.1%
AAMA
455
Advanced Asset Management Advisors
Ohio
$29.8M – – –
CA
456
Centerpoint Advisors
Massachusetts
$29.7M +$1.08M +2,512 +4%
IF
457
Ironwood Financial
Arizona
$29.5M +$2M +4,635 +7%
Allianz Asset Management
458
Allianz Asset Management
Germany
$29.4M -$17.9M -41,458 -38%
PI
459
Parkside Investments
Illinois
$29.3M -$445K -1,034 -1%
BS
460
Banco Santander
Spain
$29.2M -$1.22M -2,841 -4%
BIM
461
Bridges Investment Management
Nebraska
$29.2M -$564K -1,309 -2%
VWA
462
Visionary Wealth Advisors
Illinois
$29.1M +$754K +1,749 +3%
JF
463
Jump Financial
Illinois
$29.1M +$29.1M +67,472 New
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$28.7M +$1.49M +3,469 +5%
SMC
465
Smith, Moore & Co
Missouri
$28.7M +$778K +1,805 +3%
TFS
466
TrustCore Financial Services
Tennessee
$28.6M -$714K -1,658 -2%
CGA
467
Crescent Grove Advisors
Illinois
$28.5M +$2.61M +6,063 +10%
HPC
468
Hobart Private Capital
North Carolina
$28.5M +$2.14M +4,975 +8%
MAFM
469
Mid Atlantic Financial Management
Pennsylvania
$28.5M -$784K -1,820 -3%
SC
470
Schoolcraft Capital
Colorado
$28.3M -$698K -1,621 -2%
FWM
471
Fairhaven Wealth Management
Illinois
$28.3M +$396K +920 +1%
SMG
472
Spectrum Management Group
Indiana
$28.2M +$2.45M +5,697 +10%
EWA
473
EP Wealth Advisors
California
$28.2M -$578K -1,341 -2%
RCM
474
Rain Capital Management
Oregon
$28.2M -$935K -2,170 -3%
MAS
475
Managed Account Services
Florida
$28.2M +$837K +1,943 +3%
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