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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 %
FFC
801
Fure Financial Corporation
Minnesota
$10M +$306K +710 +3%
CWA
802
Centennial Wealth Advisory
Michigan
$10M +$5.21M +12,086 +108%
COF
803
Capital One Financial
Virginia
$10M +$1.78M +4,130 +22%
FC
804
Fusion Capital
South Carolina
$9.98M +$135K +313 +1%
PI
805
PineBridge Investments
New York
$9.92M -$1.1M -2,550 -10%
MWM
806
Merriman Wealth Management
Washington
$9.92M -$99.5K -231 -1%
SS
807
Sunbelt Securities
Texas
$9.91M – – –
TCA
808
Transcend Capital Advisors
New Jersey
$9.9M +$1.11M +2,414 +13%
MSFS
809
Main Street Financial Solutions
Pennsylvania
$9.86M -$103K -239 -1%
CGFA
810
Colton Groome Financial Advisors
North Carolina
$9.81M +$4.71M +10,944 +93%
CI
811
Clal Insurance
Israel
$9.77M +$6.34M +14,649 +184%
GF
812
Genworth Financial
Virginia
$9.74M +$9.74M +22,600 New
HPWM
813
Highland Private Wealth Management
Washington
$9.72M +$3.39M +7,879 +54%
CCP
814
Corient Capital Partners
California
$9.69M -$172K -399 -2%
FA
815
Fermata Advisors
California
$9.69M +$3.53M +8,201 +57%
MSA
816
Mason Street Advisors
Wisconsin
$9.65M +$8.01M +18,600 +489%
LIM
817
Leavell Investment Management
Alabama
$9.62M +$75.4K +175 +0.8%
EK
818
Evensky & Katz
Florida
$9.55M -$494K -1,146 -5%
PWM
819
Praetorian Wealth Management
California
$9.46M -$1.69M -3,914 -15%
WWM
820
WJ Wealth Management
Arizona
$9.37M +$6.91M +16,047 +280%
FIM
821
Fernwood Investment Management
Massachusetts
$9.37M +$374K +869 +4%
PCA
822
Peddock Capital Advisors
Massachusetts
$9.36M -$87K -202 -0.9%
MCIA
823
Mountain Capital Investment Advisors
Colorado
$9.32M +$9.32M +21,210 New
SCM
824
Spreng Capital Management
Ohio
$9.32M +$54.5K +125 +0.6%
USCWA
825
U.S. Capital Wealth Advisors
Texas
$9.27M +$9.27M +21,505 New
31 32
33
34 35