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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 %
SFA
976
Sequoia Financial Advisors
Ohio
$6.07M -$6.82M -15,828 -53%
BFG
977
Beacon Financial Group
Texas
$6.06M +$59.3K +136 +1%
PPP
978
Private Portfolio Partners
New Jersey
$6.06M +$425K +987 +8%
9WM
979
9258 Wealth Management
Ohio
$6.01M +$396K +918 +7%
AWA
980
Arete Wealth Advisors
Illinois
$6M +$417K +967 +7%
AFS
981
Annapolis Financial Services
Maryland
$5.99M -$128K -298 -2%
KWM
982
Kingsview Wealth Management
Oregon
$5.98M -$300K -697 -5%
SGK
983
Steigerwald Gordon & Koch
Virginia
$5.98M -$86.6K -201 -1%
AWMG
984
Alliance Wealth Management Group
New Jersey
$5.95M +$944K +2,190 +19%
TWA
985
TCI Wealth Advisors
Arizona
$5.9M -$395K -918 -6%
WIA
986
World Investment Advisors
California
$5.89M -$73.2K -170 -1%
JA
987
JVL Associates
Michigan
$5.87M – – –
SMG
988
Smart Money Group
Texas
$5.85M +$1.1M +2,551 +23%
MWPCG
989
Measured Wealth Private Client Group
New Hampshire
$5.84M -$567K -1,317 -9%
JIR
990
James Investment Research
Ohio
$5.83M -$94.8K -220 -2%
APG
991
Abacus Planning Group
South Carolina
$5.82M +$9.05K +21 +0.2%
EWM
992
Empirical Wealth Management
Washington
$5.81M -$776K -1,802 -12%
MI
993
Moneywise Inc
Virginia
$5.81M -$576K -1,336 -9%
CG
994
Caprock Group
Idaho
$5.74M +$10.8K +25 +0.2%
PCG
995
Private Capital Group
Connecticut
$5.74M +$506K +1,175 +10%
EI
996
Ellevest Inc
New York
$5.71M – – –
Wellington Management Group
997
Wellington Management Group
Massachusetts
$5.71M -$5.4M -12,545 -49%
CIR
998
Clear Investment Research
Georgia
$5.68M +$120K +279 +2%
FNBOSM
999
First National Bank of South Miami
Florida
$5.67M -$185K -429 -3%
LP
1000
LGL Partners
Pennsylvania
$5.66M +$689K +1,598 +14%
38 39
40
41 42