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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 %
LNB
601
Ledyard National Bank
$18.4M +$824K +1,913 +5%
GCA
602
Greenwood Capital Associates
South Carolina
$18.2M +$6.46K +15 +0%
CCFM
603
Clear Creek Financial Management
Washington
$18.2M -$1.64M -3,802 -8%
OGF
604
Orin Green Financial
California
$18.1M -$90K -209 -0.5%
DC
605
DeDora Capital
California
$18.1M -$36.6K -85 -0.2%
PPWM
606
PFG Private Wealth Management
Florida
$18.1M +$763K +1,772 +4%
JWA
607
JFS Wealth Advisors
Pennsylvania
$18.1M +$10.2M +23,565 +128%
MPW
608
MA Private Wealth
California
$18.1M -$59K -137 -0.3%
BPCE
609
Bank Pictet & Cie (Europe)
Germany
$18M – – –
RWMH
610
Riverpoint Wealth Management Holdings
Illinois
$17.9M -$56K -130 -0.3%
BWCS
611
Beirne Wealth Consulting Services
Connecticut
$17.9M +$608K +1,411 +4%
EBA
612
Eagle Bay Advisors
New York
$17.9M +$7.33M +16,996 +70%
MWM
613
Modera Wealth Management
New Jersey
$17.8M -$75.4K -175 -0.4%
SWMG
614
Sanchez Wealth Management Group
Florida
$17.8M +$56.9K +132 +0.3%
FNT
615
First National Trust
Pennsylvania
$17.7M -$180K -418 -1%
GVAG
616
Great Valley Advisor Group
Delaware
$17.7M +$2.19M +5,092 +14%
SAG
617
Spotlight Asset Group
Illinois
$17.7M -$7.52M -17,451 -30%
FCA
618
FinTrust Capital Advisors
South Carolina
$17.7M +$1.18M +2,742 +7%
WSFS
619
Wilmington Savings Fund Society
Delaware
$17.7M +$131K +305 +0.7%
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$17.6M +$584K +1,356 +3%
VWA
621
VERITY Wealth Advisors
United States
$17.4M – – –
FM
622
Freemont Management
Switzerland
$17.4M -$18.4M -42,708 -51%
RA
623
RFG Advisory
Alabama
$17.4M -$1.4M -3,245 -7%
MFT
624
Moisand Fitzgerald Tamayo
Florida
$17.4M -$290K -673 -2%
MYIA
625
Mount Yale Investment Advisors
Colorado
$17.3M -$249K -578 -1%
23 24
25
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