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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 %
TA
1176
Townsend & Associates
Colorado
$3.29M -$337K -773 -9%
WFMPM
1177
Woodley Farra Manion Portfolio Management
Indiana
$3.28M -$10.3K -24 -0.3%
Zurich Cantonal Bank
1178
Zurich Cantonal Bank
Switzerland
$3.27M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1179
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.26M – – –
AWA
1180
Alta Wealth Advisors
Massachusetts
$3.25M +$32.7K +76 +1%
NWM
1181
Northwest Wealth Management
Iowa
$3.24M -$156K -363 -5%
AC
1182
Alexandria Capital
Virginia
$3.24M -$6.89K -16 -0.2%
CCT
1183
Chemung Canal Trust
New York
$3.22M +$11.6K +27 +0.4%
CI
1184
Cavalier Investments
Georgia
$3.22M -$482K -1,118 -13%
TCOV
1185
Trust Company of Vermont
Vermont
$3.21M +$151K +351 +5%
X
1186
Xponance
Pennsylvania
$3.21M -$2.53M -5,863 -44%
WF
1187
Welch & Forbes
Massachusetts
$3.21M -$80.6K -187 -2%
IA
1188
Insight Advisors
Pennsylvania
$3.21M -$48.3K -103 -1%
BRWM
1189
B. Riley Wealth Management
Tennessee
$3.21M +$2.79M +6,479 +671%
NB
1190
Nicolet Bankshares
Wisconsin
$3.21M -$9.05K -21 -0.3%
BWM
1191
BerganKDV Wealth Management
Minnesota
$3.2M +$13.8K +32 +0.4%
RC
1192
RegentAtlantic Capital
New Jersey
$3.18M -$9.05K -21 -0.3%
MWM
1193
Marietta Wealth Management
Georgia
$3.17M +$20.3K +47 +0.6%
EWA
1194
Encompass Wealth Advisors
Oregon
$3.17M +$3.88K +9 +0.1%
EWMCB
1195
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.17M +$404K +937 +15%
RW
1196
Rede Wealth
Virginia
$3.16M +$76.7K +178 +2%
MWM
1197
Mattern Wealth Management
Kansas
$3.15M -$18.1K -42 -0.6%
AUB
1198
Atlantic Union Bankshares
Virginia
$3.14M -$137K -318 -4%
FUBT
1199
First United Bank & Trust
Maryland
$3.13M +$474K +1,100 +18%
LI
1200
LVZ Inc
Michigan
$3.13M -$3.62M -8,409 -54%
46 47
48
49 50