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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 %
PF
876
Phoenix Financial
Israel
$7.88M -$184K -428 -2%
AAM
877
Aureus Asset Management
Massachusetts
$7.87M -$6.03K -14 -0.1%
PA
878
PFG Advisors
Arizona
$7.83M -$938K -2,177 -11%
KC
879
Kingfisher Capital
North Carolina
$7.82M +$514K +1,193 +7%
T
880
TrueFG
Texas
$7.82M +$418K +907 +6%
SFG
881
Sunburst Financial Group
Alabama
$7.82M -$197K -457 -2%
PCP
882
Proficio Capital Partners
Massachusetts
$7.73M -$2.15K -5 -0%
SC
883
Sepio Capital
Utah
$7.69M +$220K +511 +3%
HWMA
884
Heritage Wealth Management (Arizona)
Arizona
$7.69M +$1.75M +4,070 +30%
SI
885
Stephens Inc
Arkansas
$7.68M +$559K +1,297 +8%
CAG
886
Csenge Advisory Group
Florida
$7.65M +$1.76M +4,043 +30%
TPSF
887
Texas Permanent School Fund
Texas
$7.57M -$6.88M -15,960 -48%
WCWM
888
Wooster Corthell Wealth Management
Connecticut
$7.56M -$204K -473 -3%
Calamos Advisors
889
Calamos Advisors
Illinois
$7.53M -$8.19K -19 -0.1%
ARG
890
Advisory Resource Group
Oklahoma
$7.47M -$66.8K -155 -0.9%
BPC
891
Banque Pictet & Cie
Switzerland
$7.46M +$1.99M +4,610 +36%
CAM
892
Concorde Asset Management
Michigan
$7.46M +$78.4K +182 +1%
ACM
893
AlphaStar Capital Management
North Carolina
$7.46M +$4.21M +9,397 +130%
WMP
894
Wealth Management Partners
Arizona
$7.43M +$1.29M +2,991 +21%
BWP
895
Baldwin Wealth Partners
Massachusetts
$7.43M -$86.6K -201 -1%
ABC
896
Associated Banc-Corp
Wisconsin
$7.42M +$461K +1,069 +7%
FP
897
Fiduciary Planning
Florida
$7.42M +$4.82M +11,200 +186%
SAM
898
Smithbridge Asset Management
Pennsylvania
$7.41M -$2.13M -4,949 -22%
JSL
899
JT Stratford LLC
Georgia
$7.38M -$1.31M -3,033 -15%
EFS
900
Essex Financial Services
Connecticut
$7.35M +$1.11M +2,569 +18%
34 35
36
37 38