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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 %
FPW
726
Flagship Private Wealth
Massachusetts
$12.7M -$221K -514 -2%
AF
727
Allworth Financial
California
$12.6M +$567K +1,316 +5%
Millennium Management
728
Millennium Management
New York
$12.6M -$5.66M -13,142 -31%
EFSCE
729
Enterprise Financial Services Corp (EFSC)
Missouri
$12.5M +$268K +621 +2%
SWA
730
Stratos Wealth Advisors
Ohio
$12.5M -$1.87M -4,337 -13%
C
731
Certuity
Florida
$12.5M +$2.34M +5,423 +23%
CL
732
CPWM LLC
Washington
$12.5M -$423K -982 -3%
BHWM
733
Bay Harbor Wealth Management
Maryland
$12.5M -$752K -1,746 -6%
EW
734
Element Wealth
Mississippi
$12.3M +$1.74M +4,036 +16%
CW
735
CreativeOne Wealth
Kansas
$12.3M -$3.15M -7,323 -20%
FA
736
Forefront Analytics
Pennsylvania
$12.2M -$51.3K -119 -0.4%
TC
737
Trilogy Capital
California
$12.2M +$439K +1,020 +4%
CBFP
738
Cedar Brook Financial Partners
Ohio
$12.1M -$175K -406 -1%
FPFS
739
First Personal Financial Services
North Carolina
$12.1M +$22K +51 +0.2%
CSM
740
CAMG Solamere Management
North Carolina
$12.1M +$211K +491 +2%
DBT
741
Dubuque Bank & Trust
Iowa
$12.1M -$881K -2,046 -7%
GBT
742
Grove Bank & Trust
Florida
$12.1M +$190K +441 +2%
WAP
743
Wealthcare Advisory Partners
Pennsylvania
$12M -$90K -209 -0.7%
WFA
744
Wellspring Financial Advisors
Ohio
$12M +$58.2K +135 +0.5%
AHC
745
Anderson Hoagland & Co
Missouri
$11.9M +$96.1K +223 +0.8%
LFS
746
Lutz Financial Services
Nebraska
$11.9M -$98.7K -229 -0.8%
PAG
747
Private Advisory Group
Washington
$11.9M +$725K +1,684 +6%
SFG
748
Sovereign Financial Group
Connecticut
$11.8M -$1.32M -3,063 -10%
AMG
749
Asset Management Group
Connecticut
$11.8M -$76.3K -177 -0.6%
GWM
750
Gitterman Wealth Management
New Jersey
$11.8M -$1.95M -4,520 -14%
28 29
30
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