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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 %
MOACM
1426
Mutual of America Capital Management
New York
$1.76M -$2.07M -4,815 -54%
LWMM
1427
Legacy Wealth Management (Mississippi)
Mississippi
$1.75M +$26.3K +61 +2%
CA
1428
Cullinan Associates
Kentucky
$1.75M +$1.75M +4,050 New
GAM
1429
Gemmer Asset Management
California
$1.74M -$68.5K -159 -4%
TWM
1430
Titus Wealth Management
California
$1.74M -$1.29K -3 -0.1%
B
1431
Bridgeworth
Alabama
$1.73M -$33.2K -77 -2%
IFWM
1432
Institute for Wealth Management
Colorado
$1.72M +$29.3K +68 +2%
MM
1433
Main Management
California
$1.72M -$232K -538 -12%
JPG
1434
Jordan Park Group
California
$1.71M -$437K -1,014 -20%
LFG
1435
Larson Financial Group
Missouri
$1.71M -$10.8K -25 -0.6%
EP
1436
Edgestream Partners
New Jersey
$1.7M -$2.94M -6,827 -63%
MPI
1437
Mairs & Power Inc
Minnesota
$1.7M -$86.2K -200 -5%
HFS
1438
Howard Financial Services
Texas
$1.7M -$404K -937 -19%
TCM
1439
Tufton Capital Management
Maryland
$1.7M +$31.4K +73 +2%
PCIA
1440
Prime Capital Investment Advisors
Kansas
$1.69M -$487K -1,130 -22%
NWA
1441
Navis Wealth Advisors
New York
$1.69M – – –
LOPW
1442
Live Oak Private Wealth
North Carolina
$1.68M +$428K +994 +34%
MIM
1443
Montgomery Investment Management
Maryland
$1.68M – – –
MC
1444
Moors & Cabot
Massachusetts
$1.68M +$193K +448 +13%
FAM
1445
Formidable Asset Management
Ohio
$1.68M +$459K +1,065 +38%
FSC
1446
Full Sail Capital
Oklahoma
$1.67M -$41.4K -96 -2%
SAM
1447
Sompo Asset Management
Japan
$1.66M +$634K +1,473 +62%
NCM
1448
Nelson Capital Management
California
$1.64M -$18.5K -43 -1%
KAM
1449
Knightsbridge Asset Management
California
$1.64M – – –
HFS
1450
HBC Financial Services
Washington
$1.62M -$29.5K -67 -2%
56 57
58
59 60