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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 %
HMC
476
Harvard Management Company
Massachusetts
$28.2M – – –
SHIM
477
Stone House Investment Management
Pennsylvania
$27.7M -$1.72K -4 -0%
SG
478
StoneX Group
New York
$27.5M -$346K -803 -1%
RFP
479
Roth Financial Partners
Texas
$27.4M -$1.04M -2,403 -4%
OCM
480
One Capital Management
California
$27.3M +$6.82M +15,834 +33%
CWP
481
Corepath Wealth Partners
Arizona
$27.2M +$806K +1,853 +3%
FBB
482
Fulton Breakefield Broenniman
Maryland
$27.1M +$104K +242 +0.4%
MWA
483
Meridian Wealth Advisors
Texas
$27.1M +$838K +1,945 +3%
HI
484
Hudock Inc
Pennsylvania
$27.1M +$194K +450 +0.7%
AA
485
Ancora Advisors
Ohio
$27M +$103K +238 +0.4%
FFA
486
First Foundation Advisors
California
$26.6M +$918K +2,131 +4%
BAM
487
Beaumont Asset Management
Texas
$26.6M +$1.24M +2,871 +5%
BIAS
488
Beacon Investment Advisory Services
New Jersey
$26.5M -$243K -563 -0.9%
CWM
489
Curi Wealth Management
North Carolina
$26.5M +$3.02M +7,015 +13%
SAF
490
Smith Anglin Financial
Texas
$26.4M +$167K +388 +0.6%
PA
491
Parallel Advisors
California
$26.4M -$2.2M -5,107 -8%
SIAM
492
Sterling Investment Advisors (Missouri)
Missouri
$26.4M +$121K +280 +0.5%
QCG
493
Quadrant Capital Group
Ohio
$26.3M +$8.62K +20 +0%
MM
494
Meridian Management
Arkansas
$26.2M +$236K +548 +0.9%
WTB
495
Washington Trust Bank
Washington
$26.1M +$37.5K +87 +0.1%
KFP
496
KB Financial Partners
New Jersey
$25.9M +$1.82M +4,214 +8%
IWP
497
IAG Wealth Partners
Wisconsin
$25.9M -$3.18M -7,384 -11%
Macquarie Group
498
Macquarie Group
Australia
$25.8M -$1.63M -3,793 -6%
LSERS
499
Louisiana State Employees Retirement System
Louisiana
$25.8M +$3.88M +9,000 +18%
RJT
500
Raymond James Trust
Florida
$25.6M -$221K -512 -0.9%
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