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iShares Core S&P 500 ETF
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Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.19B
2
BlackRock
BlackRock
New York
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1376
Aufman Associates
Pennsylvania
$3.13M -$58.2K -122 -2%
CPFP
1377
Clear Perspectives Financial Planning
Ohio
$3.13M -$21K -44 -0.7%
CAM
1378
Carret Asset Management
New York
$3.11M +$18.1K +38 +0.6%
OC
1379
Oakworth Capital
Alabama
$3.1M -$4.29K -9 -0.1%
EIP
1380
Ellis Investment Partners
Pennsylvania
$3.1M +$45.8K +96 +2%
SCG
1381
Sonata Capital Group
Washington
$3.09M +$4.29K +9 +0.1%
CCA
1382
Cobblestone Capital Advisors
New York
$3.08M -$86.8K -182 -3%
AF
1383
Affiance Financial
Minnesota
$3.08M +$477 +1 +0%
CFA
1384
CWS Financial Advisors
Michigan
$3.05M +$3.05M +6,397 New
IAS
1385
IMA Advisory Services
Colorado
$3.04M -$4.29K -9 -0.1%
SC
1386
Slow Capital
California
$3.04M +$1.27M +2,659 +72%
RCWMU
1387
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.04M +$11.9K +25 +0.4%
LAM
1388
L2 Asset Management
Massachusetts
$3.03M +$3.03M +6,358 New
CF
1389
Corrigan Financial
Rhode Island
$3.02M -$11.9K -25 -0.4%
AWA
1390
Arkadios Wealth Advisors
Georgia
$3.02M +$435K +912 +17%
ACK
1391
Andrew C. Karlinski
$3.01M +$3.01M +6,308 New
AIA
1392
Arcadia Investment Advisors
Idaho
$3.01M -$42.9K -90 -1%
CPC
1393
Congress Park Capital
New York
$3M +$1.23M +2,589 +70%
BFP
1394
Briaud Financial Planning
Texas
$2.98M – – –
NW
1395
NewEdge Wealth
Pennsylvania
$2.98M +$2.98M +6,242 New
AWM
1396
Aprio Wealth Management
Georgia
$2.97M -$59.6K -125 -2%
BCV
1397
Banque Cantonale Vaudoise
Switzerland
$2.97M -$272K -570 -8%
DAS
1398
Dynamic Advisor Solutions
Arizona
$2.97M -$292K -613 -9%
DTC
1399
Davidson Trust Company
Washington
$2.96M +$90.1K +189 +3%
TP
1400
Tranquility Partners
Tennessee
$2.93M +$275K +577 +10%
54 55
56
57 58