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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 %
HPWM
1001
Highland Private Wealth Management
Washington
$8.02M -$2.74M -5,753 -25%
WIA
1002
World Investment Advisors
California
$8.01M +$1.84M +4,071 +30%
JIP
1003
Jaffetilchin Investment Partners
Florida
$8.01M -$12.4K -26 -0.2%
SIC
1004
Shoker Investment Counsel
Ohio
$7.98M +$1.07M +2,235 +15%
CCM
1005
Covington Capital Management
California
$7.95M +$441K +925 +6%
HT
1006
Heritage Trust
Oklahoma
$7.94M -$18.6K -39 -0.2%
BA
1007
Bluesphere Advisors
Pennsylvania
$7.93M +$2.58M +5,405 +48%
ARG
1008
Advisory Resource Group
Oklahoma
$7.93M +$92.2K +204 +1%
SAS
1009
SMI Advisory Services
Indiana
$7.92M +$244K +512 +3%
ABC
1010
Associated Banc-Corp
Wisconsin
$7.9M -$310K -650 -4%
AR
1011
Apeiron RIA
Texas
$7.89M +$7.89M +16,549 New
PCG
1012
Private Capital Group
Connecticut
$7.89M +$1.54M +3,219 +24%
GM
1013
GeoWealth Management
Illinois
$7.82M -$69.6K -146 -0.9%
First Manhattan
1014
First Manhattan
New York
$7.79M +$477 +1 +0%
NL
1015
NEPC LLC
Massachusetts
$7.78M -$51K -107 -0.7%
MCA
1016
MSH Capital Advisors
Arizona
$7.77M +$7.77M +16,290 New
PPP
1017
Private Portfolio Partners
New Jersey
$7.75M +$1.05M +2,194 +16%
PFM
1018
Patton Fund Management
Texas
$7.73M -$17.3M -36,272 -69%
UCB
1019
United Community Bank
South Carolina
$7.72M +$7.72M +16,178 New
CFG
1020
Cooper Financial Group
California
$7.7M +$93.5K +196 +1%
RIM
1021
Rockbridge Investment Management
New York
$7.69M -$39.1K -82 -0.5%
9WM
1022
9258 Wealth Management
Ohio
$7.69M +$1.04M +2,171 +16%
BTWM
1023
Baker Tilly Wealth Management
Wisconsin
$7.62M +$653K +1,368 +9%
KCM
1024
Kennicott Capital Management
California
$7.59M +$43.4K +91 +0.6%
AIP
1025
Almanack Investment Partners
Pennsylvania
$7.57M +$469K +983 +7%
39 40
41
42 43