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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 %
RG
1101
Retirement Group
California
$4.11M -$3.02K -7 -0.1%
AWMS
1102
Advocacy Wealth Management Services
Georgia
$4.11M -$235K -545 -5%
WPP
1103
Whalerock Point Partners
Rhode Island
$4.11M -$158K -367 -4%
RC
1104
Roundview Capital
New Jersey
$4.11M +$596K +1,384 +17%
VAS
1105
Vestmark Advisory Solutions
Massachusetts
$4.1M +$389K +904 +10%
Russell Investments Group
1106
Russell Investments Group
United Kingdom
$4.09M +$1.77M +4,098 +76%
AFS
1107
Access Financial Services
Minnesota
$4.07M -$17.2K -40 -0.4%
MWM
1108
Mission Wealth Management
California
$4.06M +$203K +472 +5%
Nuveen Asset Management
1109
Nuveen Asset Management
Illinois
$4.05M – – –
FB
1110
Fulton Bank
Pennsylvania
$4.04M +$26.3K +61 +0.7%
LNWTC
1111
Laird Norton Wetherby Trust Company
Washington
$4.02M +$1.72K +4 +0%
PG
1112
Patten Group
Tennessee
$4.01M +$1.03M +2,389 +34%
AFM
1113
Andesa Financial Management
Pennsylvania
$4.01M -$3.6M -8,352 -47%
MCM
1114
Mitchell Capital Management
Kansas
$3.99M -$167K -388 -4%
BWA
1115
Beam Wealth Advisors
Louisiana
$3.98M -$527K -1,224 -12%
Retirement Systems of Alabama
1116
Retirement Systems of Alabama
Alabama
$3.98M -$47K -109 -1%
DWM
1117
Dakota Wealth Management
Florida
$3.97M +$371K +860 +10%
PFA
1118
Pure Financial Advisors
California
$3.93M +$239K +555 +6%
KCM
1119
Karp Capital Management
California
$3.93M – – –
RDWM
1120
Red Door Wealth Management
Tennessee
$3.91M – – –
EW
1121
Emerson Wealth
Michigan
$3.91M -$56K -130 -1%
WBC
1122
West Branch Capital
Massachusetts
$3.9M +$123K +286 +3%
SCA
1123
Sage Capital Advisors
South Dakota
$3.87M -$25.8K -60 -0.7%
EWM
1124
Endurance Wealth Management
Rhode Island
$3.86M +$120K +279 +3%
EA
1125
Emerald Advisors
Washington
$3.85M +$164K +381 +4%
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