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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 %
FFC
876
Fure Financial Corporation
Minnesota
$10.9M -$197K -414 -2%
FNWM
877
Financial Network Wealth Management
Utah
$10.9M +$959K +2,010 +10%
MSFS
878
Main Street Financial Solutions
Pennsylvania
$10.9M -$29.6K -62 -0.3%
PWP
879
Personal Wealth Partners
Minnesota
$10.9M -$676K -1,417 -6%
RWIA
880
Roger Wittlin Investment Advisory
California
$10.8M +$10.8M +22,632 New
K
881
Kemper
Illinois
$10.8M -$8.19M -17,170 -43%
DSN
882
D. Scott Neal
Kentucky
$10.8M +$1.24M +2,610 +13%
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$10.7M +$1.13M +2,374 +12%
MWM
884
Merriman Wealth Management
Washington
$10.7M -$251K -526 -2%
CCP
885
Corient Capital Partners
California
$10.7M – – –
PCA
886
Peddock Capital Advisors
Massachusetts
$10.7M +$303K +636 +3%
LIM
887
Leavell Investment Management
Alabama
$10.6M – – –
KWA
888
KCS Wealth Advisory
California
$10.6M +$658K +1,379 +7%
KWM
889
Keebeck Wealth Management
Illinois
$10.6M +$981K +2,057 +10%
SCM
890
Spreng Capital Management
Ohio
$10.6M +$375K +786 +4%
CCG
891
Cypress Capital Group
Florida
$10.6M +$2.98M +6,237 +39%
PCA
892
Personal Capital Advisors
California
$10.6M +$1.66M +3,560 +19%
Axa
893
Axa
France
$10.6M +$531K +1,113 +5%
BWM
894
Boyd Wealth Management
California
$10.5M +$10.5M +22,115 New
AA
895
Argent Advisors
Louisiana
$10.5M +$380K +797 +4%
TMWM
896
Taylor & Morgan Wealth Management
Michigan
$10.5M +$10.5M +22,035 New
SCA
897
Southern Capital Advisors
Tennessee
$10.5M +$10.5M +21,986 New
BIP
898
Blueprint Investment Partners
North Carolina
$10.5M +$10M +21,053 +2,261%
IPW
899
Intergy Private Wealth
Colorado
$10.5M +$10.5M +21,956 New
MI
900
Mercer Investments
Massachusetts
$10.4M +$10.4M +21,898 New
34 35
36
37 38