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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 %
RMC
1301
Resources Management Corp
Connecticut
$2.35M -$3.45K -8 -0.1%
ICM
1302
Islay Capital Management
Texas
$2.35M +$305K +708 +15%
RRC
1303
Relaxing Retirement Coach
Massachusetts
$2.34M -$75.8K -176 -3%
AB
1304
Atlas Brown
Kentucky
$2.34M -$26.7K -62 -1%
AWA
1305
Arkadios Wealth Advisors
Georgia
$2.33M -$4.6M -10,684 -66%
QCIG
1306
Quad-Cities Investment Group
Iowa
$2.33M +$81K +188 +4%
BBNA
1307
Bremer Bank National Association
Minnesota
$2.32M +$16.4K +38 +0.7%
MFA
1308
McClarren Financial Advisors
Pennsylvania
$2.3M -$291K -676 -11%
BS
1309
Boenning & Scattergood
Pennsylvania
$2.3M +$431 +1 +0%
APW
1310
Austin Private Wealth
Texas
$2.3M +$314K +730 +16%
Federated Hermes
1311
Federated Hermes
Pennsylvania
$2.3M +$2.3M +5,334 New
DLHL
1312
Donald L. Hagan LLC
Florida
$2.29M +$314K +728 +16%
FC
1313
Financial Consulate
Maryland
$2.26M -$25.4K -59 -1%
LDFR
1314
Lehman & Derafelo Financial Resources
Pennsylvania
$2.25M -$9.33M -21,652 -81%
FBFS
1315
First Business Financial Services
Wisconsin
$2.24M +$883K +2,051 +65%
TC
1316
Truvestments Capital
Florida
$2.24M +$12.1K +28 +0.5%
CDIA
1317
Capital Directions Investment Advisors
Georgia
$2.24M +$117K +271 +6%
SFP
1318
Shepherd Financial Partners
Massachusetts
$2.23M +$800K +1,860 +56%
CRCM
1319
Corbett Road Capital Management
Virginia
$2.23M +$56K +130 +3%
CFB
1320
Cullen/Frost Bankers
Texas
$2.23M +$64.6K +150 +3%
GC
1321
Grace Capital
Massachusetts
$2.22M – – –
WFA
1322
Wells Financial Advisors
Massachusetts
$2.22M +$55.1K +128 +3%
PMA
1323
Prudent Man Advisors
Illinois
$2.21M – – –
SWA
1324
Sightline Wealth Advisors
Connecticut
$2.21M -$1.71M -3,977 -44%
BJ
1325
Brouwer & Janachowski
California
$2.2M -$2.15K -5 -0.1%
51 52
53
54 55