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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
$33.5B
3
Millennium Management
Millennium Management
New York
$1.45B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.43B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.4B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.64B
2
Franklin Resources
Franklin Resources
California
$676M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$40.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$222M +$145M +303,188 +188%
COCM
127
Charter Oak Capital Management
New Hampshire
$215M +$7.33M +15,368 +4%
KA
128
Klingman & Associates
New York
$213M +$8.03M +16,835 +4%
BL
129
Balentine LLC
Georgia
$213M -$6.5M -13,623 -3%
TF
130
TIAA FSB
Florida
$212M -$21.2M -44,610 -9%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$212M +$18.4M +38,564 +10%
MFW
132
Meristem Family Wealth
Minnesota
$207M +$21.7M +45,546 +12%
PA
133
Planning Alternatives
Michigan
$204M -$3.33M -6,983 -2%
Fidelity International
134
Fidelity International
Bermuda
$203M +$135M +282,308 +197%
AA
135
Ashford Advisors
New York
$203M -$1.79M -3,748 -0.9%
MS
136
Maven Securities
Jersey
$203M +$203M +424,895 New
PIMJS
137
PKO Investment Management Joint-Stock
Poland
$202M +$56.9M +119,312 +39%
AWE
138
Avidian Wealth Enterprises
Texas
$202M +$5.41M +11,337 +3%
NA
139
NewEdge Advisors
Louisiana
$200M +$66.3M +138,947 +49%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$199M +$722K +1,513 +0.4%
Wellington Management Group
141
Wellington Management Group
Massachusetts
$198M +$192M +401,598 +3,030%
AIA
142
Ally Invest Advisors
North Carolina
$197M +$7.8M +16,352 +4%
BP
143
Ballentine Partners
Massachusetts
$195M +$1.94M +4,063 +1%
SC
144
Soundwatch Capital
Connecticut
$191M +$142M +298,158 +294%
5L
145
55I LLC
Massachusetts
$188M +$34.2M +71,741 +22%
CFG
146
Citizens Financial Group
Rhode Island
$184M +$18M +37,663 +11%
KIM
147
Karpus Investment Management
New York
$184M +$10.5M +22,107 +6%
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$183M -$230K -482 -0.1%
EH
149
Equitable Holdings
New York
$181M -$3.08M -6,461 -2%
CWM
150
Cahaba Wealth Management
Georgia
$178M +$6.3M +13,215 +4%
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