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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 %
IIM
1451
Ipswich Investment Management
Massachusetts
$1.62M +$94.8K +220 +6%
OCM
1452
Orser Capital Management
Texas
$1.61M -$34.5K -80 -2%
KFI
1453
Key Financial Inc
Pennsylvania
$1.6M -$71.5K -166 -4%
SC
1454
Slow Capital
California
$1.6M +$6.03K +14 +0.4%
CPC
1455
Congress Park Capital
New York
$1.59M +$75.8K +176 +5%
DWM
1456
Doyle Wealth Management
Florida
$1.59M +$431 +1 +0%
BA
1457
Ballast Advisors
Minnesota
$1.59M +$11.6K +27 +0.7%
SA
1458
Shilanski & Associates
Alaska
$1.59M +$27.1K +63 +2%
MG
1459
McCutchen Group
Washington
$1.59M – – –
3LCM
1460
3D/L Capital Management
Connecticut
$1.58M +$3.88K +9 +0.2%
CST
1461
Charles Schwab Trust
Nevada
$1.58M +$1.16M +2,686 +273%
EFL
1462
ERn Financial LLC
Wisconsin
$1.58M +$44.4K +103 +3%
TTWM
1463
TCV Trust & Wealth Management
Virginia
$1.57M -$231K -535 -13%
RP
1464
Riverbridge Partners
Minnesota
$1.56M +$1.11M +2,580 +246%
FSA
1465
Fort Sheridan Advisors
Illinois
$1.56M – – –
TCOT
1466
Trust Company of Toledo
Ohio
$1.56M +$237K +550 +18%
RBC
1467
Roble Belko & Company
Pennsylvania
$1.56M -$212K -491 -12%
RWA
1468
RGT Wealth Advisors
Texas
$1.56M – – –
AIP
1469
Ahrens Investment Partners
Louisiana
$1.55M -$15.5K -36 -1%
MIM
1470
Macroview Investment Management
Maryland
$1.53M +$30.2K +70 +2%
AWA
1471
ARQ Wealth Advisors
Arizona
$1.53M -$62.5K -145 -4%
BBA
1472
Braun-Bostich & Associates
Pennsylvania
$1.52M -$59.9K -139 -4%
GSEP
1473
Golden State Equity Partners
California
$1.52M -$126K -292 -8%
CCP
1474
Clarkston Capital Partners
Michigan
$1.52M +$1.2M +2,783 +375%
CSPIA
1475
Cary Street Partners Investment Advisory
Virginia
$1.51M +$44.4K +103 +3%
57 58
59
60 61