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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 %
LA
676
Lynch & Associates
Indiana
$15M -$320K -743 -2%
TRCT
677
Tower Research Capital (TRC)
New York
$15M +$12M +27,942 +402%
VC
678
Vestor Capital
Illinois
$15M -$208K -483 -1%
UWPG
679
Ullmann Wealth Partners Group
Florida
$15M +$20.2K +47 +0.1%
WHG
680
Westwood Holdings Group
Texas
$15M -$2.83M -6,558 -16%
PCA
681
Pallas Capital Advisors
Massachusetts
$15M +$8.38M +17,968 +128%
SSW
682
Smith Shellnut Wilson
Mississippi
$14.9M +$1.22M +2,821 +9%
IDBONY
683
Israel Discount Bank of New York
New York
$14.8M +$14.8M +34,458 New
VVP
684
Venture Visionary Partners
Ohio
$14.7M +$252K +585 +2%
PBO
685
Peoples Bank (Ohio)
Ohio
$14.7M -$455K -1,055 -3%
HSWM
686
Hubbell Strickland Wealth Management
Louisiana
$14.6M +$390K +905 +3%
GRP
687
Global Retirement Partners
California
$14.5M +$2.26M +5,240 +18%
CAC
688
Certified Advisory Corp
Florida
$14.5M +$117K +271 +0.8%
WEPOG
689
Wealth Enhancement & Preservation of GA
Georgia
$14.5M +$6.06M +14,078 +72%
BFM
690
Broadview Financial Management
Wisconsin
$14.4M -$131K -303 -0.9%
CAG
691
Crestwood Advisors Group
Massachusetts
$14.4M +$57.7K +134 +0.4%
BCM
692
BTC Capital Management
Iowa
$14.4M -$57.7K -134 -0.4%
MFG
693
Merit Financial Group
Georgia
$14.2M -$1.38M -3,193 -9%
KPW
694
Kore Private Wealth
New York
$14.1M -$460K -1,068 -3%
PCM
695
Pennsylvania Capital Management
Pennsylvania
$14.1M +$114K +250 +0.8%
NCM
696
Next Capital Management
New York
$14M +$688K +1,596 +5%
FFS
697
Founders Financial Securities
Maryland
$13.9M -$148K -344 -1%
RWG
698
Regal Wealth Group
California
$13.9M +$8.62K +20 +0.1%
CF
699
Copperwynd Financial
Arizona
$13.9M +$414K +960 +3%
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$13.9M -$298K -692 -2%
26 27
28
29 30