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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
1
California Public Employees Retirement System
California
$3.19B
2
BlackRock
2
BlackRock
New York
$33.5B
3
Millennium Management
3
Millennium Management
New York
$1.45B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.43B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.64B
2
Franklin Resources
2
Franklin Resources
California
$676M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$40.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$346M -$30.6M -64,212 -8%
AWM
102
AE Wealth Management
Kansas
$340M +$29.2M +61,302 +9%
JRP
103
Jasper Ridge Partners
California
$335M +$172M +359,710 +105%
CCMG
104
Clark Capital Management Group
Pennsylvania
$329M +$87.3M +183,041 +36%
RIG
105
RiverFront Investment Group
Virginia
$323M +$16.7M +34,939 +5%
Mackenzie Financial
106
Mackenzie Financial
Ontario, Canada
$316M +$37.9M +79,523 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$310M +$310M +650,000 New
CPCM
108
Cornerstone Partners Capital Management
Virginia
$309M -$40.6M -85,216 -12%
Hudson Bay Capital Management
109
Hudson Bay Capital Management
Connecticut
$308M +$308M +645,000 New
KAS
110
Kestra Advisory Services
Texas
$304M +$18.6M +39,081 +7%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$297M +$297M +657,000 New
SIC
112
Sigma Investment Counselors
Michigan
$292M -$868K -1,820 -0.3%
UB
113
UMB Bank
Missouri
$277M +$23.9M +50,152 +9%
FLPIM
114
F.L. Putnam Investment Management
Massachusetts
$264M -$1.46M -3,057 -0.6%
B
115
Brightworth
Georgia
$255M -$122M -254,738 -32%
EW
116
Evoke Wealth
California
$254M +$30M +62,957 +13%
MB
117
MUFG Bank
Japan
$253M +$253M +529,500 New
Principal Financial Group
118
Principal Financial Group
Iowa
$249M -$109M -228,903 -30%
TI
119
Truepoint Inc
Ohio
$246M +$4.89M +10,245 +2%
Comerica Bank
120
Comerica Bank
Texas
$245M +$2.41M +5,521 +1%
HHGA
121
Halbert Hargrove Global Advisors
California
$237M +$2.56M +5,359 +1%
Stifel Financial
122
Stifel Financial
Missouri
$236M +$27M +56,571 +13%
LIA
123
LBMC Investment Advisors
Tennessee
$232M +$185M +388,200 +398%
TLIC
124
Taiyo Life Insurance Company
Japan
$227M – – –
MMI
125
Matson Money Inc
Ohio
$222M +$23.1M +48,465 +12%
3 4
5
6 7