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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 %
FMC
1276
First Merchants Corp
Indiana
$2.58M +$794K +1,843 +44%
CWM
1277
Concentric Wealth Management
California
$2.57M – – –
ACA
1278
Ackerman Capital Advisors
Texas
$2.57M – – –
ZF
1279
Zhang Financial
Michigan
$2.55M – – –
CWM
1280
Centric Wealth Management
Illinois
$2.55M -$83.6K -194 -3%
SWA
1281
SOA Wealth Advisors
New York
$2.54M +$285K +662 +13%
TI
1282
Trexquant Investment
Connecticut
$2.54M +$1.91M +4,434 +304%
FMW
1283
Farr Miller & Washington
District of Columbia
$2.53M +$14.2K +33 +0.6%
HIM
1284
Hanlon Investment Management
New Jersey
$2.52M -$183K -425 -7%
SAM
1285
Strategy Asset Managers
California
$2.51M +$121K +280 +5%
BPWM
1286
Badgley Phelps Wealth Managers
Washington
$2.51M +$2.51M +5,816 New
TCPWM
1287
Traverso Chambers Private Wealth Management
California
$2.48M -$11.2K -26 -0.4%
NIC
1288
Northwest Investment Counselors
Oregon
$2.46M +$15.1K +35 +0.6%
WI
1289
Wedgewood Investors
Pennsylvania
$2.44M – – –
HPC
1290
HM Payson & Co
Maine
$2.44M -$60.3K -140 -2%
EVM
1291
Eaton Vance Management
Massachusetts
$2.43M +$644K +4,057 +36%
SP
1292
Successful Portfolios
Florida
$2.42M +$60.7K +141 +3%
SA
1293
SRH Advisors
Kansas
$2.42M – – –
APWM
1294
Atlas Private Wealth Management
New York
$2.42M +$146K +338 +6%
TP
1295
Tranquility Partners
Tennessee
$2.4M +$552K +1,281 +30%
ACM
1296
Advisors Capital Management
New Jersey
$2.4M +$73.7K +171 +3%
OR
1297
Olympiad Research
Connecticut
$2.39M +$1.32M +3,073 +124%
FM
1298
Family Management
New York
$2.39M +$1.72K +4 +0.1%
CL
1299
CIM LLC
New York
$2.38M +$12.7K +27 +0.5%
HWM
1300
Hemington Wealth Management
Virginia
$2.36M +$218K +506 +10%
50 51
52
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