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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 %
Barclays
1001
Barclays
United Kingdom
$5.65M +$1.24M +2,868 +28%
SWPG
1002
Strategic Wealth Partners Group
Illinois
$5.6M +$5.6M +13,008 New
BBPWM
1003
Blue Bell Private Wealth Management
Pennsylvania
$5.59M +$2.73M +6,324 +96%
TC
1004
Trust Company
Kansas
$5.59M – – –
GEA
1005
Glen Eagle Advisors
New Jersey
$5.58M +$263K +611 +5%
RWP
1006
Ridgecrest Wealth Partners
California
$5.58M -$15.5K -36 -0.3%
IIC
1007
Ironwood Investment Counsel
Arizona
$5.53M +$75.8K +176 +1%
FPCP
1008
Fort Point Capital Partners
California
$5.51M +$2.89M +6,712 +110%
TCWA
1009
Ten Capital Wealth Advisors
Washington
$5.47M +$3.31M +7,672 +153%
FCT
1010
Family Capital Trust
Massachusetts
$5.44M -$19.8K -46 -0.4%
APW
1011
Acima Private Wealth
Virginia
$5.44M -$179K -416 -3%
NEGWA
1012
New England Guild Wealth Advisors
Connecticut
$5.37M +$228K +530 +4%
UIA
1013
UBP Investment Advisors
Switzerland
$5.28M – – –
NFG
1014
Nadler Financial Group
Illinois
$5.28M +$1.47M +3,418 +39%
SWA
1015
Sax Wealth Advisors
New Jersey
$5.22M -$155K -359 -3%
DWM
1016
Darwin Wealth Management
Florida
$5.2M +$1.7M +3,948 +49%
CFA
1017
Cahill Financial Advisors
Minnesota
$5.2M +$891K +2,068 +21%
AWS
1018
AJ Wealth Strategies
New York
$5.18M +$231K +535 +5%
CA
1019
Continuum Advisory
Idaho
$5.17M +$1.06M +2,466 +26%
UTC
1020
Unified Trust Company
Kentucky
$5.17M +$55.1K +128 +1%
PAM
1021
PVG Asset Management
Colorado
$5.15M -$148K -343 -3%
WP
1022
WealthSource Partners
California
$5.14M -$1.16M -2,688 -18%
UCMOK
1023
United Capital Management of KS
Kansas
$5.13M -$349K -810 -6%
SFP
1024
Sterling Financial Planning
New Jersey
$5.13M -$169K -392 -3%
MWC
1025
MBM Wealth Consultants
Missouri
$5.09M -$231K -537 -4%
39 40
41
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