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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 %
RA
576
Riverstone Advisors
Texas
$20M -$99.9K -232 -0.5%
MFG
577
Monumental Financial Group
Maryland
$19.8M +$1.67M +3,879 +9%
SCA
578
Stonebridge Capital Advisors
Minnesota
$19.8M -$18.7M -43,395 -49%
WS
579
Wedbush Securities
California
$19.7M -$520K -1,206 -3%
RCAG
580
Rehmann Capital Advisory Group
Michigan
$19.6M +$1.59M +3,692 +9%
DIM
581
Delta Investment Management
California
$19.5M -$3.71M -8,615 -16%
TA
582
Tiedemann Advisors
New York
$19.4M -$6.87M -15,961 -26%
SC
583
Scotia Capital
Ontario, Canada
$19.2M +$3.46M +8,042 +22%
WJA
584
Willis Johnson & Associates
Texas
$19.2M +$192K +445 +1%
EL
585
EQ LLC
Washington
$19.2M +$1.64M +3,804 +9%
MGWM
586
Marks Group Wealth Management
Minnesota
$19.1M -$480K -1,114 -2%
EWM
587
Evermay Wealth Management
Virginia
$19.1M -$852K -1,977 -4%
FFA
588
Fi3 Financial Advisors
Indiana
$19M -$42.7K -99 -0.2%
CA
589
Cornerstone Advisors
North Carolina
$19M – – –
FG
590
Foster Group
Iowa
$18.9M +$579K +1,345 +3%
OIA
591
OneDigital Investment Advisors
Kansas
$18.9M +$808K +1,876 +4%
WCM
592
Windsor Capital Management
Arizona
$18.8M -$519K -1,204 -3%
SL
593
SWMG LLC
Texas
$18.8M +$156K +362 +0.8%
ECG
594
Edge Capital Group
Georgia
$18.7M -$140K -324 -0.7%
SS
595
Simplicity Solutions
Minnesota
$18.7M +$1.82M +4,216 +11%
Janus Henderson Group
596
Janus Henderson Group
United Kingdom
$18.6M -$437K -1,014 -2%
RWA
597
River Wealth Advisors
Pennsylvania
$18.6M +$942K +2,187 +5%
EPM
598
Elm Partners Management
Pennsylvania
$18.5M +$91.8K +213 +0.5%
PTC
599
Private Trust Company
Ohio
$18.5M +$23.7K +55 +0.1%
CTB
600
Country Trust Bank
Illinois
$18.4M -$69.4K -161 -0.4%
22 23
24
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