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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 %
RWI
851
Red Wave Investments
Pennsylvania
$8.44M -$38.8K -90 -0.5%
ACM
852
Armbruster Capital Management
New York
$8.43M -$86.2K -200 -1%
IIC
853
Integrated Investment Consultants
Michigan
$8.39M -$13.8K -32 -0.2%
BWFA
854
Baltimore-Washington Financial Advisors
Maryland
$8.39M +$877K +2,035 +12%
PFS
855
Prospera Financial Services
Texas
$8.37M +$646K +1,499 +8%
American Century Companies
856
American Century Companies
Missouri
$8.36M -$86.2K -200 -1%
LFAS
857
Level Four Advisory Services
Texas
$8.35M -$5.01M -11,636 -38%
PM
858
Pembroke Management
Quebec, Canada
$8.33M +$906K +2,103 +12%
DI
859
DAGCO Inc
Ohio
$8.3M +$388K +900 +5%
KOC
860
Koss-Olinger Consulting
Florida
$8.29M -$225K -522 -3%
HH
861
Hilltop Holdings
Texas
$8.29M -$47K -109 -0.6%
VCM
862
Vivaldi Capital Management
Illinois
$8.25M -$31.9K -74 -0.4%
PCA
863
Personal Capital Advisors
California
$8.24M -$428K -994 -5%
NSIM
864
North Star Investment Management
Illinois
$8.22M +$472K +1,096 +6%
LSAG
865
Lake Street Advisors Group
New Hampshire
$8.18M +$190K +441 +2%
AIC
866
Ameritas Investment Company
Nebraska
$8.17M +$3.35M +7,770 +69%
GWMIA
867
Global Wealth Management Investment Advisory
Florida
$8.14M +$681K +1,581 +9%
GWM
868
Greenhouse Wealth Management
Connecticut
$8.02M – – –
ARC
869
Advisor Resource Council
Texas
$8.01M +$515K +1,195 +7%
DW
870
Domani Wealth
Pennsylvania
$8M -$71.1K -165 -0.9%
Treasurer of the State of North Carolina
871
Treasurer of the State of North Carolina
North Carolina
$8M -$51.8M -120,265 -87%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$7.95M +$386K +897 +5%
TI
873
tru Independence
Oregon
$7.94M +$189K +439 +2%
Jones Financial Companies
874
Jones Financial Companies
Missouri
$7.92M +$879K +2,041 +12%
IAA
875
Independent Advisor Alliance
North Carolina
$7.88M -$3.88K -9 -0%
33 34
35
36 37