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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 %
Fiera Capital (Canada)
826
Fiera Capital (Canada)
Quebec, Canada
$9.26M – – –
IC
827
Iconiq Capital
California
$9.19M +$1.67M +3,883 +22%
AA
828
Argent Advisors
Louisiana
$9.16M -$75.8K -176 -0.8%
WB
829
WesBanco Bank
West Virginia
$9.16M -$1.93M -4,482 -17%
KA
830
Kovack Advisors
Florida
$9.07M +$51.7K +120 +0.6%
Axa
831
Axa
France
$9.06M +$465K +1,079 +5%
RWA
832
Redhawk Wealth Advisors
Minnesota
$9.03M -$150K -348 -2%
KWA
833
KCS Wealth Advisory
California
$8.99M +$166K +385 +2%
FNWM
834
Financial Network Wealth Management
Utah
$8.98M +$349K +810 +4%
MWP
835
MYCIO Wealth Partners
Pennsylvania
$8.94M +$1.46M +3,385 +19%
PWM
836
Perigon Wealth Management
California
$8.94M -$24.1K -56 -0.3%
TW
837
Transform Wealth
Colorado
$8.85M -$393K -913 -4%
WJWM
838
Williams Jones Wealth Management
New York
$8.83M -$215K -500 -2%
CTC
839
Central Trust Company
Missouri
$8.81M +$270K +626 +3%
CA
840
Calton & Associates
Florida
$8.81M -$7.41M -17,193 -46%
DT
841
Diversified Trust
Tennessee
$8.81M -$3M -6,969 -25%
BL
842
BFSG LLC
California
$8.73M -$64.6K -150 -0.7%
KWM
843
Keebeck Wealth Management
Illinois
$8.69M -$2.01M -4,663 -19%
PWMAG
844
Pinnacle Wealth Management Advisory Group
New Jersey
$8.68M +$246K +571 +3%
PPW
845
Parcion Private Wealth
Washington
$8.67M -$432K -964 -5%
GLA
846
Good Life Advisors
Pennsylvania
$8.64M +$4.56M +10,594 +112%
SDAM
847
Shulman DeMeo Asset Management
New York
$8.63M +$8.63M +20,030 New
GCM
848
Granby Capital Management
Florida
$8.62M – – –
DSN
849
D. Scott Neal
Kentucky
$8.61M +$126K +292 +1%
MWP
850
Madison Wealth Partners
Wisconsin
$8.55M +$373K +865 +5%
32 33
34
35 36