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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 %
PB
1401
Pinnacle Bancorp
Nebraska
$1.85M -$153K -356 -8%
SWM
1402
Stockman Wealth Management
Montana
$1.85M +$81.9K +190 +5%
VLC
1403
Van Leeuwen & Company
New Jersey
$1.84M -$93.5K -217 -5%
MMHP
1404
Murphy Middleton Hinkle & Parker
Georgia
$1.84M -$12.1K -28 -0.7%
VC
1405
Veracity Capital
Georgia
$1.83M -$399K -927 -18%
FFA
1406
Founders Financial Alliance
North Carolina
$1.83M -$46.9K -109 -3%
AFC
1407
Adaptive Financial Consulting
Ohio
$1.83M -$19.4K -45 -1%
ADL
1408
Asset Dedication LLC
California
$1.83M -$15.9K -37 -0.9%
WCWM
1409
Willow Creek Wealth Management
California
$1.83M -$14.6K -34 -0.8%
BCM
1410
Breiter Capital Management
Florida
$1.83M +$112K +261 +7%
FTC
1411
Farmers Trust Company
Ohio
$1.83M -$75K -172 -4%
PP
1412
Patten & Patten
Tennessee
$1.83M – – –
BFO
1413
Biltmore Family Office
North Carolina
$1.82M +$31.4K +73 +2%
PWM
1414
Paulson Wealth Management
Illinois
$1.82M -$1.72K -4 -0.1%
BMO
1415
Beck Mack & Oliver
New York
$1.82M – – –
LWM
1416
Lyell Wealth Management
California
$1.81M -$289K -672 -14%
MFG
1417
Magnus Financial Group
New York
$1.79M -$18.5K -43 -1%
JFGLC
1418
Johnson Financial Group LLC (Colorado)
Colorado
$1.79M -$162K -376 -8%
AFA
1419
Arlington Financial Advisors
California
$1.79M +$23.7K +55 +1%
FPCG
1420
Fort Pitt Capital Group
Pennsylvania
$1.78M -$261K -605 -13%
PWG
1421
Private Wealth Group
Florida
$1.78M – – –
HAS
1422
HBW Advisory Services
California
$1.78M -$43.5K -101 -2%
KBFS
1423
Kohmann Bosshard Financial Services
Ohio
$1.78M +$28.9K +67 +2%
IAA
1424
Ironsides Asset Advisors
North Carolina
$1.77M – – –
CIA
1425
Compass Ion Advisors
Pennsylvania
$1.76M +$6.46K +15 +0.4%
55 56
57
58 59