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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 %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$179M +$1.68M +3,900 +0.9%
CNHF
127
Conrad N. Hilton Foundation
California
$178M +$146M +338,824 +459%
AWE
128
Avidian Wealth Enterprises
Texas
$177M +$7.25M +16,817 +4%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$175M +$504K +1,171 +0.3%
BP
130
Ballentine Partners
Massachusetts
$174M +$1.94M +4,501 +1%
CA
131
Cetera Advisors
Colorado
$172M +$24.9M +57,904 +17%
AIA
132
Ally Invest Advisors
North Carolina
$171M +$12.1M +28,109 +8%
Citigroup
133
Citigroup
New York
$169M -$10.7M -24,759 -6%
MFW
134
Meristem Family Wealth
Minnesota
$167M +$82.6M +191,621 +98%
EH
135
Equitable Holdings
New York
$166M +$1.04M +2,417 +0.6%
WSTAM
136
Wilbanks Smith & Thomas Asset Management
Virginia
$165M -$6.61M -15,351 -4%
DWA
137
Divergent Wealth Advisors
Utah
$162M +$28.8M +66,815 +22%
NAM
138
NorthCoast Asset Management
Connecticut
$161M +$6.85M +15,892 +4%
3AM
139
3EDGE Asset Management
Florida
$159M -$2.47M -5,728 -2%
Lazard Asset Management
140
Lazard Asset Management
New York
$157M -$7.95M -18,455 -5%
KIM
141
Karpus Investment Management
New York
$157M +$16.1M +37,333 +11%
FFA
142
Fragasso Financial Advisors
Pennsylvania
$156M +$1.26M +2,923 +0.8%
LW
143
Linscomb Wealth
Texas
$156M +$446K +1,036 +0.3%
CWM
144
Cahaba Wealth Management
Georgia
$155M +$2.53M +5,868 +2%
TFO
145
Tarbox Family Office
California
$154M +$442K +1,025 +0.3%
CFG
146
Citizens Financial Group
Rhode Island
$150M +$57.6M +133,625 +62%
PPFA
147
Provida Pension Fund Administrator
Chile
$149M +$149M +341,746 New
JRP
148
Jasper Ridge Partners
California
$147M -$48.4M -112,430 -25%
CAL
149
Capital Analysts LLC
Pennsylvania
$144M +$3.26M +7,578 +2%
PI
150
PFS Investments
Georgia
$143M +$8.17M +17,352 +6%
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