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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 %
OFG
901
Omega Financial Group
California
$7.34M +$946K +2,196 +15%
ICG
902
InterOcean Capital Group
Tennessee
$7.33M -$245K -568 -3%
BCWM
903
Bartlett & Co Wealth Management
Ohio
$7.24M +$19.4K +45 +0.3%
JIP
904
Jaffetilchin Investment Partners
Florida
$7.24M -$8.95M -20,784 -55%
BC
905
Bartlett & Co
Ohio
$7.24M +$19.4K +45 +0.3%
MWM
906
McNaughton Wealth Management
California
$7.24M +$1.01M +2,345 +16%
DT
907
Daniels + Tansey
Delaware
$7.24M +$36.2K +84 +0.5%
AFS
908
Axiom Financial Strategies
Indiana
$7.23M +$1.72K +4 +0%
NWA
909
New World Advisors
Massachusetts
$7.19M +$7.19M +15,802 New
HT
910
Heritage Trust
Oklahoma
$7.18M -$228K -529 -3%
HG
911
Harbor Group
New Hampshire
$7.14M +$222K +516 +3%
NGA
912
Naples Global Advisors
Florida
$7.13M +$761K +1,766 +12%
GM
913
GeoWealth Management
Illinois
$7.13M +$287K +667 +4%
CFS
914
CRA Financial Services
New Jersey
$7.13M +$1.08M +2,514 +18%
HSA
915
HBK Sorce Advisory
Pennsylvania
$7.11M +$342K +793 +5%
NL
916
NEPC LLC
Massachusetts
$7.08M -$19.7M -45,840 -74%
FFM
917
Fullerton Fund Management
Singapore
$7.07M +$1.87M +4,335 +36%
GFS
918
GYL Financial Synergies
Connecticut
$7.06M -$321K -744 -4%
First Manhattan
919
First Manhattan
New York
$7.04M +$6.15M +14,268 +691%
AFP
920
Ausdal Financial Partners
Iowa
$7.02M -$160K -371 -2%
FWM
921
Frontier Wealth Management
Missouri
$7M +$759K +1,763 +12%
LPWM
922
Lake Point Wealth Management
Texas
$6.99M -$872K -2,023 -11%
RIM
923
Rockbridge Investment Management
New York
$6.98M -$46.5K -108 -0.7%
SAS
924
SMI Advisory Services
Indiana
$6.93M +$60.3K +140 +0.9%
IA
925
IFG Advisory
Georgia
$6.93M +$358K +832 +5%
35 36
37
38 39