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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 %
BAG
451
Briggs Advisory Group
Rhode Island
$39.5M +$39.5M +82,897 New
TGAM
452
TBH Global Asset Management
Tennessee
$39.5M +$619K +1,297 +2%
MSWMA
453
Market Street Wealth Management Advisors
Indiana
$39.4M +$4.28M +8,965 +12%
BOS
454
Bank of Stockton
California
$39.2M +$1.08M +2,271 +3%
PI
455
Pachira Investments
California
$39M -$777K -1,630 -2%
BSSFA
456
Baron Silver Stevens Financial Advisors
Florida
$38.8M -$299K -626 -0.8%
EWM
457
Evercore Wealth Management
New York
$38.7M +$3M +6,295 +8%
OCM
458
One Capital Management
California
$38.2M +$7.98M +16,736 +26%
NEAM
459
New England Asset Management
Connecticut
$37.8M -$18.8M -39,351 -33%
BS
460
Banco Santander
Spain
$37.8M +$5.42M +11,360 +17%
William Blair Investment Management
461
William Blair Investment Management
Illinois
$37.4M -$5.53M -11,600 -13%
CFO
462
Custos Family Office
Texas
$37.2M +$37.2M +78,036 New
FBB
463
Fulton Breakefield Broenniman
Maryland
$37.2M +$7.14M +14,962 +24%
GF
464
Gries Financial
Ohio
$37.2M +$1.73M +3,636 +5%
HPC
465
Hobart Private Capital
North Carolina
$37.1M +$5.62M +11,784 +18%
SFA
466
Sequoia Financial Advisors
Ohio
$36.7M +$30M +62,890 +446%
SCA
467
Snowden Capital Advisors
New York
$36.7M +$1.66M +3,472 +5%
ST
468
Smithfield Trust
Pennsylvania
$36.6M -$864K -1,812 -2%
DE
469
Day & Ennis
Georgia
$36.6M +$195K +408 +0.5%
VWA
470
Visionary Wealth Advisors
Illinois
$36.6M +$4.34M +9,093 +13%
WCM
471
Windham Capital Management
Massachusetts
$36.5M -$35.8M -75,153 -50%
KCA
472
Karn Couzens & Associates
Connecticut
$36.5M +$506K +1,060 +1%
JF
473
Jump Financial
Illinois
$36.2M +$4.05M +8,489 +13%
BFA
474
Bluestem Financial Advisors
Illinois
$36.1M -$587K -1,231 -2%
CWM
475
Curi Wealth Management
North Carolina
$35.9M +$6.57M +13,768 +22%
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