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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 %
SG
476
StoneX Group
New York
$35.7M +$5.25M +10,996 +17%
BA
477
Bristlecone Advisors
Washington
$35.6M +$733K +1,537 +2%
CFA
478
Carroll Financial Associates
North Carolina
$35.4M +$368K +768 +1%
GSWM
479
Golden State Wealth Management
California
$35.4M +$2.04M +4,273 +6%
SBL
480
Sargent Bickham Lagudis
Colorado
$35.2M +$8.3M +17,408 +31%
APSP
481
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.9M -$3.14M -6,579 -8%
B
482
Bailard
California
$34.9M +$572K +1,199 +2%
PSUF
483
People's United Financial
Connecticut
$34.9M -$11.7M -24,581 -25%
CGA
484
Crescent Grove Advisors
Illinois
$34.9M +$3.3M +6,926 +10%
CCT
485
Country Club Trust
Missouri
$34.8M +$1.55M +3,247 +5%
FHC
486
Fort Henry Capital
West Virginia
$34.8M -$987K -2,070 -3%
IF
487
Ironwood Financial
Arizona
$34.7M +$2.06M +4,311 +6%
PI
488
Parkside Investments
Illinois
$34.6M +$2.1M +4,398 +6%
VCM
489
Verger Capital Management
North Carolina
$34.5M -$604K -1,267 -2%
MSA
490
Marino Stram & Associates
Massachusetts
$34.3M +$267K +560 +0.8%
AWM
491
AAF Wealth Management
Massachusetts
$34.2M -$1.13M -2,379 -3%
SHIM
492
Stone House Investment Management
Pennsylvania
$34M +$3.3M +6,908 +11%
NFG
493
Next Financial Group
Texas
$34M +$9.09M +19,047 +37%
TCM
494
Towercrest Capital Management
Pennsylvania
$33.9M +$459K +963 +1%
GPA
495
Guidance Point Advisors
Massachusetts
$33.9M +$36.4K +76 +0.1%
BWA
496
BDO Wealth Advisors
Florida
$33.8M +$67.3K +141 +0.2%
FWM
497
Fairhaven Wealth Management
Illinois
$33.7M +$2.36M +4,943 +8%
CIBC Asset Management
498
CIBC Asset Management
Ontario, Canada
$33.7M – – –
KTA
499
Keeley-Teton Advisors
Illinois
$33.2M -$1.91K -4 -0%
RDFA
500
Ritter Daniher Financial Advisory
Ohio
$33.2M +$36.3K +76 +0.1%
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