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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 %
4WM
551
4J Wealth Management
Virginia
$21.9M +$312K +724 +1%
EAM
552
Erste Asset Management
Austria
$21.8M -$43.1K -100 -0.2%
AWM
553
Avondale Wealth Management
Texas
$21.7M -$501K -1,162 -2%
IFA
554
Interactive Financial Advisors
Illinois
$21.7M -$280K -651 -1%
IA
555
IFP Advisors
Florida
$21.4M +$8.94M +20,756 +72%
LWA
556
LWS Wealth Advisors
New Jersey
$21.2M +$783K +1,818 +4%
CFGF
557
Compass Financial Group (Florida)
Florida
$21.1M -$406K -943 -2%
KCM
558
Kanawha Capital Management
Virginia
$21M +$506K +1,175 +2%
BAAM
559
Baker Avenue Asset Management
California
$21M -$46.1K -107 -0.2%
T
560
TNF
Montana
$20.9M +$20.9M +45,452 New
WPW
561
Waldron Private Wealth
Pennsylvania
$20.9M +$11.5M +26,806 +123%
AFG
562
Arkansas Financial Group
Arkansas
$20.8M -$316K -734 -1%
SAM
563
Secure Asset Management
Michigan
$20.7M -$181K -420 -0.9%
CP
564
Capital Planning
Washington
$20.6M +$478K +1,110 +2%
IWM
565
IHT Wealth Management
Illinois
$20.5M -$3.11M -7,215 -13%
BA
566
Ballew Advisors
Mississippi
$20.4M -$515K -1,171 -2%
HI
567
Human Investing
Oregon
$20.3M +$215K +498 +1%
BCA
568
Biltmore Capital Advisors
New Jersey
$20.3M -$844K -1,958 -4%
Neuberger Berman Group
569
Neuberger Berman Group
New York
$20.3M -$181K -419 -0.9%
IC
570
IEQ Capital
California
$20.2M +$213K +494 +1%
BFA
571
Beaumont Financial Advisors
Massachusetts
$20.2M +$70.7K +164 +0.4%
LAS
572
Lloyd Advisory Services
Georgia
$20.1M -$241K -559 -1%
SC
573
SouthState Corp
Florida
$20.1M +$53.9K +125 +0.3%
SC
574
Sierra Capital
Florida
$20.1M +$13.8K +30 +0.1%
BBHBI
575
B, B, H, & B Inc
Alabama
$20M +$3.17M +7,365 +19%
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