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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 %
CBT
1326
Central Bank & Trust
Kentucky
$2.19M +$8.62K +20 +0.4%
MW
1327
MBL Wealth
North Carolina
$2.19M +$2.19M +5,088 New
SWM
1328
Segment Wealth Management
Texas
$2.19M – – –
BOM
1329
Bank of Marin
California
$2.19M – – –
IB
1330
Intrust Bank
Kansas
$2.19M -$76.3K -177 -3%
BDF
1331
Black Diamond Financial
Maryland
$2.19M -$253K -588 -10%
PIA
1332
Perennial Investment Advisors
California
$2.19M -$58.6K -136 -3%
SIS
1333
Sound Income Strategies
Florida
$2.18M -$809K -1,879 -27%
HIMCH
1334
Hartford Investment Management Co (HIMCO)
Connecticut
$2.18M -$1.13M -2,618 -34%
CPSC
1335
Carl P. Sherr & Co
Massachusetts
$2.17M -$13.4K -31 -0.6%
AP
1336
Appleton Partners
Massachusetts
$2.17M +$161K +373 +8%
LC
1337
Lavaca Capital
Texas
$2.17M – – –
NIM
1338
Northeast Investment Management
Massachusetts
$2.15M -$470K -1,092 -18%
GB
1339
Gunma Bank
Japan
$2.15M – – –
OWA
1340
One Wealth Advisors
California
$2.14M +$705K +1,636 +49%
GA
1341
Geller Advisors
New York
$2.13M +$43.1K +100 +2%
SCM
1342
SOL Capital Management
Maryland
$2.13M +$205K +475 +11%
GPA
1343
Garrison Point Advisors
California
$2.11M +$146K +338 +7%
ACI
1344
Alpha Cubed Investments
California
$2.1M -$116K -270 -5%
CCM
1345
Chilton Capital Management
Texas
$2.1M +$53K +123 +3%
FWP
1346
FAS Wealth Partners
Kansas
$2.09M +$27.6K +64 +1%
SWM
1347
Soundmark Wealth Management
Washington
$2.09M – – –
QPWM
1348
Quadrant Private Wealth Management
Pennsylvania
$2.08M +$383K +889 +23%
FRA
1349
Frank Rimerman Advisors
California
$2.08M -$2.56M -5,932 -55%
GAG
1350
GM Advisory Group
New York
$2.08M – – –
52 53
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