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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 %
AGA
626
Accuvest Global Advisors
Utah
$17.3M -$2.12M -4,932 -11%
ERWM
627
Elk River Wealth Management
Colorado
$17.3M +$1.38M +3,210 +9%
FMN
628
Financial Management Network
California
$17.2M -$83K -193 -0.5%
DJYG
629
David J. Yvars Group
Florida
$17.2M -$226K -519 -1%
WWM
630
Windsor Wealth Management
Indiana
$17.2M +$1.17M +2,700 +7%
K
631
Kemper
Illinois
$17.1M – – –
JFG
632
JMG Financial Group
Illinois
$17.1M +$323K +750 +2%
TVAMP
633
Tennessee Valley Asset Management Partners
Tennessee
$17.1M +$136K +316 +0.8%
DWT
634
Dorsey & Whitney Trust
South Dakota
$17M +$1.09M +2,539 +7%
HR
635
Howe & Rusling
New York
$17M +$859K +1,995 +5%
KPWS
636
Kestra Private Wealth Services
Texas
$16.9M +$1.47M +3,409 +9%
SWM
637
SigFig Wealth Management
California
$16.8M +$7.04M +16,332 +72%
T. Rowe Price Associates
638
T. Rowe Price Associates
Maryland
$16.8M +$183K +424 +1%
SIM
639
Stratos Investment Management
Ohio
$16.8M +$5.11M +11,872 +44%
NB
640
Northwest Bancshares
Pennsylvania
$16.7M -$312K -724 -2%
TPCW
641
TD Private Client Wealth
New York
$16.7M +$492K +1,142 +3%
FCI
642
Financial Counselors Inc
Kansas
$16.7M +$1.25M +2,894 +8%
GG
643
GenWealth Group
New Jersey
$16.6M -$365K -847 -2%
FFBTD
644
First Financial Bank - Trust Division
Ohio
$16.6M +$369K +857 +2%
MWP
645
Moller Wealth Partners
$16.6M -$96.5K -224 -0.6%
KFS
646
Kelly Financial Services
Massachusetts
$16.5M -$7.27B -16,878,175 -100%
HC
647
Hoese & Co
Minnesota
$16.5M -$515K -1,195 -3%
LF
648
Lantz Financial
Illinois
$16.4M +$659K +1,529 +4%
SC
649
Savant Capital
Illinois
$16.3M +$184K +427 +1%
AAS
650
Annex Advisory Services
Wisconsin
$16.3M +$704K +1,634 +5%
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