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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 %
RP
526
Riverbridge Partners
Minnesota
$30.2M +$28.4M +59,633 +1,643%
RFP
527
Roth Financial Partners
Texas
$30M -$354K -743 -1%
KWP
528
Keystone Wealth Partners
Arizona
$29.9M +$2.31M +4,836 +8%
LCOV
529
London Company of Virginia
Virginia
$29.7M +$2.82M +5,908 +10%
SC
530
Schoolcraft Capital
Colorado
$29.7M -$1.62M -3,393 -5%
KFP
531
KB Financial Partners
New Jersey
$29.6M +$943K +1,978 +3%
MWM
532
Mascoma Wealth Management
New Hampshire
$29.5M +$1.64M +3,434 +6%
AB
533
Amalgamated Bank
New York
$29.3M +$1.82M +3,811 +7%
PP
534
PDS Planning
Ohio
$29.3M +$3.23M +6,768 +12%
RJT
535
Raymond James Trust
Florida
$29.1M +$808K +1,695 +3%
IA
536
IFS Advisors
Kansas
$29M -$5.84M -12,252 -17%
WA
537
Wealth Alliance
New York
$29M +$4.22M +8,840 +17%
WTB
538
Washington Trust Bank
Washington
$28.9M +$26.7K +56 +0.1%
MM
539
Meridian Management
Arkansas
$28.8M -$215K -450 -0.7%
SIAM
540
Sterling Investment Advisors (Missouri)
Missouri
$28.8M -$416K -873 -1%
Allianz Asset Management
541
Allianz Asset Management
Germany
$28.7M -$3.96M -8,287 -12%
TA
542
Tectonic Advisors
Texas
$28.6M +$1.67M +3,500 +6%
HWAM
543
Hennion & Walsh Asset Management
New Jersey
$28.4M +$553K +1,159 +2%
NPF
544
Norris Perne & French
Michigan
$28.3M +$425K +892 +2%
BWM
545
BCGM Wealth Management
Indiana
$28.2M +$3.31M +6,946 +13%
BFA
546
BMS Financial Advisors
South Dakota
$28.1M +$28.1M +58,916 New
ATC
547
Argent Trust Co
Tennessee
$28M +$3.26M +6,839 +13%
RHBC
548
R.H. Bluestein & Co
Michigan
$28M +$2.8M +5,864 +11%
SAM
549
Secure Asset Management
Michigan
$27.9M +$4.91M +10,293 +21%
DZ Bank
550
DZ Bank
Germany
$27.7M +$1.22M +2,558 +5%
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