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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 %
AIA
651
Avalon Investment & Advisory
Texas
$16.3M +$1.79M +4,158 +12%
TC
652
TownSquare Capital
Utah
$16.3M +$3.19M +7,400 +24%
MMA
653
Miracle Mile Advisors
California
$16.2M -$415K -964 -2%
SBLIC
654
Security Benefit Life Insurance Company
Kansas
$16.2M -$991K -2,300 -6%
CPIG
655
Chicago Partners Investment Group
Illinois
$16.1M +$674K +1,448 +4%
GIA
656
Gladstone Institutional Advisory
Florida
$16.1M +$3.94M +9,134 +32%
HF
657
Halpern Financial
Virginia
$16.1M +$1.03M +2,393 +7%
IWMWV
658
Ironwood Wealth Management (West Virginia)
West Virginia
$16M -$1.99M -4,630 -11%
FIA
659
Foundations Investment Advisors
Arizona
$16M +$1.97M +4,533 +14%
BHB
660
Bank Hapoalim BM
Israel
$15.9M -$6.4M -14,857 -29%
WP
661
WealthShield Partners
North Carolina
$15.9M -$6.39M -14,835 -29%
IFAM
662
Institutional & Family Asset Management
Colorado
$15.8M -$427K -992 -3%
HR
663
Hardy Reed
Mississippi
$15.8M -$116K -270 -0.7%
BWP
664
Bernardo Wealth Planning
Pennsylvania
$15.8M -$48.3K -112 -0.3%
SXL
665
Summit X LLC
Missouri
$15.7M -$905K -2,101 -5%
HB
666
Homrich & Berg
Georgia
$15.7M +$888K +2,061 +6%
BJL
667
Brighton Jones LLC
Washington
$15.5M +$463K +1,075 +3%
CWC
668
Carolinas Wealth Consulting
North Carolina
$15.4M -$137K -317 -0.9%
CAWM
669
Capital Advisors Wealth Management
Washington
$15.4M +$217K +503 +1%
KWILP
670
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.4M +$15.4M +35,661 New
BHIA
671
Birch Hill Investment Advisors
Massachusetts
$15.2M +$6.03K +14 +0%
State Street
672
State Street
Massachusetts
$15.2M -$5.4M -12,537 -26%
OEP
673
Ocean Endowment Partners
Illinois
$15.2M – – –
SF
674
Synovus Financial
Georgia
$15.1M +$798K +1,853 +6%
EWM
675
EPG Wealth Management
Georgia
$15.1M -$115K -266 -0.8%
25 26
27
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