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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 %
AIA
1251
Arcadia Investment Advisors
Idaho
$2.75M -$3.45K -8 -0.1%
IAS
1252
IMA Advisory Services
Colorado
$2.75M -$3.88K -9 -0.1%
AWM
1253
Aprio Wealth Management
Georgia
$2.74M -$28K -65 -1%
CF
1254
Corrigan Financial
Rhode Island
$2.74M +$153K +354 +6%
Jane Street
1255
Jane Street
New York
$2.73M +$2.15M +4,980 +366%
RCWMU
1256
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.73M – – –
OIM
1257
Opus Investment Management
Massachusetts
$2.73M – – –
CT
1258
Columbia Trust
Oregon
$2.72M +$3.45K +8 +0.1%
GFPC
1259
Global Financial Private Client
Florida
$2.7M +$1.09M +2,510 +68%
BFP
1260
Briaud Financial Planning
Texas
$2.69M – – –
PAI
1261
Pittenger & Anderson Inc
Nebraska
$2.69M +$2.43M +5,644 +947%
RT
1262
Rockland Trust
Massachusetts
$2.68M +$6.46K +15 +0.2%
BCA
1263
Bay Colony Advisors
Massachusetts
$2.66M +$50K +116 +2%
BCA
1264
Berman Capital Advisors
Georgia
$2.66M +$3.02K +7 +0.1%
HCM
1265
Hengehold Capital Management
Ohio
$2.65M +$239K +554 +10%
AIM
1266
Aspen Investment Management
Michigan
$2.64M +$19.4K +45 +0.7%
ATWA
1267
Arbor Trust Wealth Advisors
Michigan
$2.62M – – –
MCA
1268
Magnolia Capital Advisors
Mississippi
$2.61M -$2.6M -6,045 -50%
ECM
1269
Exchange Capital Management
Michigan
$2.61M -$20.2K -47 -0.8%
CA
1270
CapWealth Advisors
Tennessee
$2.61M -$9.91K -23 -0.4%
LA
1271
LexAurum Advisors
Kansas
$2.6M -$87.9K -204 -3%
MP
1272
McDonald Partners
Ohio
$2.6M +$80.6K +187 +3%
TCM
1273
Traynor Capital Management
Pennsylvania
$2.6M +$133K +308 +5%
DTC
1274
Davidson Trust Company
Washington
$2.6M – – –
LCM
1275
Liberty Capital Management
Michigan
$2.59M – – –
49 50
51
52 53