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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 %
JEST
1201
JTC Employer Solutions Trustee
Jersey
$3.11M +$1.65M +3,823 +113%
AP
1202
Advisor Partners
California
$3.1M -$46.5K -108 -1%
NEPWA
1203
New England Private Wealth Advisors
Massachusetts
$3.09M +$381K +884 +14%
WCG
1204
Weaver Consulting Group
California
$3.09M -$64.2K -149 -2%
GJIC
1205
Gamble Jones Investment Counsel
California
$3.09M -$5.6K -13 -0.2%
TFS
1206
Thoroughbred Financial Services
Tennessee
$3.09M +$224K +520 +8%
TIM
1207
Total Investment Management
Arizona
$3.07M -$56K -130 -2%
AC
1208
Abbrea Capital
California
$3.06M – – –
HCM
1209
Harvey Capital Management
Florida
$3.06M -$464K -1,077 -13%
AW
1210
ACG Wealth
Georgia
$3.05M -$336K -781 -10%
TWP
1211
Tempus Wealth Planning
California
$3.05M -$25.4K -59 -0.8%
Betterment LLC
1212
Betterment LLC
New York
$3.04M +$43.9K +102 +1%
AIM
1213
Arcadia Investment Management
Michigan
$3.02M – – –
WFA
1214
WestHill Financial Advisors
California
$3.02M +$3.02M +7,008 New
PTP
1215
Platform Technology Partners
New York
$3.02M – – –
BFO
1216
Boston Family Office
Massachusetts
$3.02M +$77.5K +180 +3%
CSIC
1217
Clifford Swan Investment Counsel
California
$3.02M -$23.1K -50 -0.8%
GWS
1218
Glassman Wealth Services
Virginia
$3.01M – – –
M
1219
MOTCO
Texas
$2.99M +$181K +420 +6%
ACG
1220
Allen Capital Group
Nebraska
$2.98M -$4.74K -11 -0.2%
KM
1221
Kalos Management
Georgia
$2.97M +$919K +1,958 +45%
DAS
1222
Dynamic Advisor Solutions
Arizona
$2.94M -$722K -1,677 -20%
NHC
1223
Nicholas Hoffman & Company
Georgia
$2.94M +$1.63M +3,776 +124%
WAM
1224
Weatherly Asset Management
California
$2.93M -$13.4K -31 -0.5%
Man Group
1225
Man Group
United Kingdom
$2.93M +$1.36M +3,156 +86%
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