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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 %
BCV
1226
Banque Cantonale Vaudoise
Switzerland
$2.93M -$120K -278 -4%
MJRIC
1227
Mogy Joel R Investment Counsel
California
$2.92M -$79.7K -185 -3%
CBN
1228
Cadence Bank NA
Texas
$2.91M -$36.6K -85 -1%
CCM
1229
Cohen Capital Management
California
$2.89M – – –
VWM
1230
Vigilare Wealth Management
Arizona
$2.88M +$55.6K +129 +2%
AA
1231
Aufman Associates
Pennsylvania
$2.88M -$34.5K -80 -1%
LFA
1232
Legacy Financial Advisors
Kentucky
$2.88M +$201K +467 +8%
CWA
1233
Canvas Wealth Advisors
Kansas
$2.88M +$101K +235 +4%
IRC
1234
Investors Research Corp
Georgia
$2.87M -$3.02K -7 -0.1%
CCA
1235
Cobblestone Capital Advisors
New York
$2.86M -$4.74K -11 -0.2%
DS
1236
DRW Securities
Illinois
$2.86M +$2.86M +6,633 New
CPFP
1237
Clear Perspectives Financial Planning
Ohio
$2.84M +$54.7K +127 +2%
LWCFA
1238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.82M -$206K -478 -7%
CC
1239
Cedar Capital
Illinois
$2.82M -$572K -1,327 -17%
RFG
1240
Range Financial Group
Oregon
$2.82M +$192K +445 +7%
CMP
1241
Courage Miller Partners
Virginia
$2.81M -$265K -616 -9%
VWM
1242
Valley Wealth Managers
New Jersey
$2.81M +$34.5K +80 +1%
OC
1243
Oakworth Capital
Alabama
$2.8M -$35.3K -82 -1%
CAM
1244
Carret Asset Management
New York
$2.79M +$99.1K +230 +4%
DL
1245
DOHJ LLC
Washington
$2.79M +$2.79M +6,042 New
SCG
1246
Sonata Capital Group
Washington
$2.78M – – –
MIFH
1247
Migdal Insurance & Financial Holdings
Israel
$2.78M +$66.3K +154 +2%
AF
1248
Affiance Financial
Minnesota
$2.78M +$431 +1 +0%
EAM
1249
Evanson Asset Management
California
$2.77M – – –
EIP
1250
Ellis Investment Partners
Pennsylvania
$2.75M -$56.4K -131 -2%
48 49
50
51 52