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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 %
CIC
1051
Carnegie Investment Counsel
Ohio
$4.75M +$65.1K +151 +1%
TFCP
1052
Twin Focus Capital Partners
Massachusetts
$4.71M -$12.5K -29 -0.3%
BAMG
1053
Brand Asset Management Group
Missouri
$4.71M -$12.1K -28 -0.3%
FC
1054
Financial Council
Maryland
$4.7M +$4.7M +10,912 New
DWP
1055
Destiny Wealth Partners
Florida
$4.69M -$1.46M -3,390 -24%
IP
1056
Investment Partners
Ohio
$4.68M +$173K +401 +4%
ML
1057
McAdam LLC
Pennsylvania
$4.67M -$18.1K -42 -0.4%
WMA
1058
Wealth Management Associates
New Jersey
$4.65M -$132K -307 -3%
LWP
1059
Laurel Wealth Planning
Minnesota
$4.65M -$123K -286 -3%
BNP Paribas Financial Markets
1060
BNP Paribas Financial Markets
France
$4.63M -$150M -347,094 -97%
RMAM
1061
Raab & Moskowitz Asset Management
New Jersey
$4.61M -$56K -130 -1%
Natixis Advisors
1062
Natixis Advisors
Massachusetts
$4.59M +$4.59M +10,650 New
SFM
1063
Signet Financial Management
New Jersey
$4.55M +$4.55M +10,554 New
PJSIMP
1064
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.54M +$76.5K +167 +2%
SC
1065
Steph & Co
Wisconsin
$4.53M +$181K +421 +4%
QCM
1066
Quest Capital Management
Texas
$4.53M -$371K -861 -8%
SHWM
1067
Silicon Hills Wealth Management
Texas
$4.52M +$2.13M +4,938 +89%
MPM
1068
Meritage Portfolio Management
Kansas
$4.51M +$1.03M +2,390 +30%
LSPW
1069
Lake Street Private Wealth
Illinois
$4.5M +$271K +629 +6%
BAS
1070
Brown Advisory Securities
Maryland
$4.42M -$733K -1,701 -14%
P
1071
&Partners
Tennessee
$4.41M +$70.7K +164 +2%
AI
1072
Axiom Investors
Connecticut
$4.39M +$775K +1,800 +21%
GIA
1073
Goodwin Investment Advisory
Georgia
$4.38M +$650K +1,510 +17%
VCA
1074
Verdence Capital Advisors
Maryland
$4.35M +$2.02M +4,680 +86%
MCM
1075
Maryland Capital Management
Maryland
$4.34M -$385K -893 -8%
41 42
43
44 45