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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 %
MAM
826
Madison Asset Management
Wisconsin
$12.3M +$346K +726 +3%
Susquehanna International Group
827
Susquehanna International Group
Pennsylvania
$12.3M +$12.3M +25,842 New
PFG
828
Pacific Financial Group
Washington
$12.3M +$366K +775 +3%
CA
829
CoreCap Advisors
Michigan
$12.3M +$12.3M +25,810 New
WB
830
Webster Bank
Connecticut
$12.3M -$307K -643 -2%
GG
831
Gofen & Glossberg
Illinois
$12.2M -$126K -264 -1%
LFAS
832
Level Four Advisory Services
Texas
$12.2M +$2.94M +6,163 +32%
AF
833
Apexium Financial
Texas
$12.2M +$532K +1,116 +5%
Koshinski Asset Management
834
Koshinski Asset Management
Illinois
$12.1M +$104K +217 +0.9%
OCM
835
Objective Capital Management
Ohio
$12.1M +$12.1M +25,380 New
CWA
836
Centennial Wealth Advisory
Michigan
$12.1M +$982K +2,058 +9%
PA
837
PSI Advisors
Florida
$12.1M -$176K -370 -1%
FA
838
Fermata Advisors
California
$12M +$1.28M +2,680 +12%
AHC
839
Anderson Hoagland & Co
Missouri
$11.8M -$382K -865 -3%
AAS
840
Ameritas Advisory Services
Nebraska
$11.8M +$11.8M +24,780 New
HIA
841
Harbor Investment Advisory
Maryland
$11.8M -$559K -1,172 -5%
SFG
842
Snider Financial Group
Washington
$11.8M +$93.1K +194 +0.8%
PP
843
PFS Partners
New Jersey
$11.7M +$11.7M +24,559 New
HCM
844
Highview Capital Management
Illinois
$11.7M +$11.7M +24,554 New
TWP
845
TFO Wealth Partners
Ohio
$11.7M +$762K +1,631 +7%
LWP
846
Lumature Wealth Partners
Georgia
$11.7M +$102K +213 +0.9%
MBT
847
Montecito Bank & Trust
California
$11.7M +$239K +502 +2%
KW
848
KWB Wealth
California
$11.6M -$631K -1,323 -5%
BFEC
849
Benjamin F. Edwards & Company
Missouri
$11.6M +$320K +671 +3%
GFS
850
GYL Financial Synergies
Connecticut
$11.6M +$3.78M +7,922 +48%
32 33
34
35 36