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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 %
PFA
601
Pinnacle Family Advisors
Missouri
$23.2M -$1.11M -2,325 -5%
CIAS
602
CBIZ Investment Advisory Services
Ohio
$23.1M +$23.1M +48,487 New
GCA
603
Greenwood Capital Associates
South Carolina
$23.1M +$2.9M +6,090 +14%
BFA
604
Beaumont Financial Advisors
Massachusetts
$23M +$687K +1,440 +3%
WCM
605
WealthBridge Capital Management
Ohio
$22.9M -$1.38M -2,903 -6%
SCA
606
Stonebridge Capital Advisors
Minnesota
$22.9M +$951K +1,994 +4%
EGP
607
Entrust Global Partners
New York
$22.9M +$22.9M +47,950 New
MMA
608
Miracle Mile Advisors
California
$22.8M +$4.87M +10,208 +27%
BBHBI
609
B, B, H, & B Inc
Alabama
$22.8M +$627K +1,315 +3%
CP
610
Capital Planning
Washington
$22.8M -$37.2K -78 -0.2%
ES
611
ETF Store
Kansas
$22.8M +$22.8M +50,821 New
AWM
612
Avondale Wealth Management
Texas
$22.7M -$1.34M -2,809 -6%
FFA
613
Fi3 Financial Advisors
Indiana
$22.6M +$1.59M +3,341 +8%
MFG
614
Monumental Financial Group
Maryland
$22.6M +$591K +1,240 +3%
JWA
615
JFS Wealth Advisors
Pennsylvania
$22.4M +$2.44M +5,123 +12%
HI
616
Human Investing
Oregon
$22.4M -$86.8K -182 -0.4%
Neuberger Berman Group
617
Neuberger Berman Group
New York
$22.4M -$78.2K -164 -0.3%
DIM
618
Delta Investment Management
California
$22.4M +$824K +1,728 +4%
FG
619
Foster Group
Iowa
$22.2M +$1.25M +2,620 +6%
LAS
620
Lloyd Advisory Services
Georgia
$22.1M -$179K -376 -0.8%
KCM
621
Kanawha Capital Management
Virginia
$22.1M -$1.2M -2,511 -5%
SC
622
Scotia Capital
Ontario, Canada
$22M +$775K +1,626 +4%
EWA
623
Exencial Wealth Advisors
Oklahoma
$22M +$22M +46,081 New
SC
624
SouthState Corp
Florida
$21.9M -$348K -730 -2%
WP
625
WealthShield Partners
North Carolina
$21.9M +$4.26M +8,928 +24%
23 24
25
26 27