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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 %
CA
526
Clearstead Advisors
Ohio
$23.5M +$1.3M +3,017 +6%
DCM
527
Dimension Capital Management
Florida
$23.3M -$346K -803 -1%
PHAM
528
Palisades Hudson Asset Management
Florida
$23.2M -$2.09M -4,860 -8%
RPC
529
Rossmore Private Capital
Connecticut
$23M +$675K +1,575 +3%
GCA
530
Gradient Capital Advisors
California
$22.9M -$122K -283 -0.5%
IDA
531
Intelligence Driven Advisers
California
$22.8M +$2.08M +4,787 +10%
RHBC
532
R.H. Bluestein & Co
Michigan
$22.7M +$1.61M +3,743 +8%
FTS
533
Fifth Third Securities
Ohio
$22.7M +$22.7M +52,607 New
OBWG
534
Onyx Bridge Wealth Group
New York
$22.6M +$1.9M +4,224 +9%
CWS
535
Cypress Wealth Services
California
$22.6M -$2.34M -5,428 -9%
VIM
536
VCU Investment Management
Virginia
$22.6M – – –
PFM
537
Patton Fund Management
Texas
$22.6M +$21.9M +50,935 +3,307%
MC
538
Middleton & Co
Massachusetts
$22.5M -$82.7K -192 -0.4%
NFG
539
Next Financial Group
Texas
$22.5M +$2.92M +6,770 +15%
RWA
540
Ropes Wealth Advisors
Massachusetts
$22.4M -$370K -859 -2%
ATC
541
Argent Trust Co
Tennessee
$22.4M +$236K +548 +1%
RVPG
542
Relative Value Partners Group
$22.3M +$5.15M +11,956 +30%
WA
543
Wealth Alliance
New York
$22.3M +$1.27M +2,945 +6%
WAAG
544
Wealth Alliance Advisory Group
Kansas
$22.3M +$292K +677 +1%
KFA
545
Kelleher Financial Advisors
New York
$22.2M -$286K -665 -1%
LA
546
Latitude Advisors
Florida
$22.2M +$10.2M +23,697 +85%
UFA
547
US Financial Advisors
Massachusetts
$22.1M +$227K +527 +1%
ACP
548
Aveo Capital Partners
Colorado
$22M +$2.75M +6,377 +14%
PFA
549
Pinnacle Family Advisors
Missouri
$21.9M +$10.2M +23,647 +87%
WCM
550
WealthBridge Capital Management
Ohio
$21.9M +$18.5K +43 +0.1%
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