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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 %
CBFP
776
Cedar Brook Financial Partners
Ohio
$14.5M +$1.02M +2,140 +8%
BRM
777
Boston Research & Management
Massachusetts
$14.4M +$81.6K +171 +0.6%
RIM
778
Rakuten Investment Management
Japan
$14.3M – – –
PGWM
779
Parisi Gray Wealth Management
New Jersey
$14.3M +$2.11M +4,424 +17%
EA
780
Efficient Advisors
Ohio
$14.3M -$514K -1,077 -3%
EW
781
Element Wealth
Mississippi
$14.2M +$615K +1,289 +5%
GAM
782
Gould Asset Management
California
$14.2M +$1.23M +2,570 +9%
PGFC
783
Peapack-Gladstone Financial Corp
New Jersey
$14.1M -$247K -518 -2%
FA
784
FDx Advisors
Illinois
$14.1M +$2.08M +4,368 +17%
IC
785
Intersect Capital
California
$14.1M -$1.01M -2,109 -7%
SLF
786
Sun Life Financial
Ontario, Canada
$14.1M – – –
SWM
787
Scissortail Wealth Management
Oklahoma
$14.1M +$14.1M +29,482 New
FFN
788
Focus Financial Network
Minnesota
$13.9M +$1.16M +2,422 +9%
AIA
789
Avalon Investment & Advisory
Texas
$13.9M -$4.15M -8,700 -23%
GBT
790
Grove Bank & Trust
Florida
$13.9M +$461K +967 +3%
PAG
791
Private Advisory Group
Washington
$13.8M +$626K +1,312 +5%
TF
792
Trek Financial
Arizona
$13.8M +$1.38M +2,897 +11%
CGFA
793
Colton Groome Financial Advisors
North Carolina
$13.7M +$2.83M +5,923 +26%
WFA
794
Wellspring Financial Advisors
Ohio
$13.7M +$401K +841 +3%
FPW
795
Flagship Private Wealth
Massachusetts
$13.7M -$445K -933 -3%
JHCP
796
Jackson Hole Capital Partners
Oklahoma
$13.6M -$654K -1,371 -5%
TFF
797
The Family Firm
Maryland
$13.5M -$84.9K -178 -0.6%
AMG
798
Asset Management Group
Connecticut
$13.5M +$396K +831 +3%
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$13.5M -$408K -856 -3%
NCM
800
Novare Capital Management
North Carolina
$13.4M +$1.56M +3,278 +13%
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