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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
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
1476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.42M -$707K -1,481 -23%
TC
1477
Titleist Capital
Texas
$2.42M +$2.42M +5,076 New
FPCG
1478
Fort Pitt Capital Group
Pennsylvania
$2.41M +$438K +919 +22%
CCA
1479
Column Capital Advisors
Indiana
$2.41M +$355K +745 +17%
LC
1480
Lavaca Capital
Texas
$2.4M – – –
BFO
1481
Biltmore Family Office
North Carolina
$2.4M +$382K +800 +19%
CFB
1482
Cullen/Frost Bankers
Texas
$2.4M -$64.4K -135 -3%
AP
1483
Appleton Partners
Massachusetts
$2.4M -$3.34K -7 -0.1%
NIM
1484
Northeast Investment Management
Massachusetts
$2.39M – – –
ACI
1485
Alpha Cubed Investments
California
$2.38M +$63K +132 +3%
CIS
1486
Continental Investors Services
Washington
$2.38M +$2.38M +5,252 New
LWM
1487
Laidlaw Wealth Management
New York
$2.38M +$2.38M +4,989 New
APWM
1488
Atlas Private Wealth Management
New York
$2.38M -$300K -630 -11%
BB
1489
Busey Bank
Illinois
$2.37M +$205K +430 +9%
SSW
1490
Stone Summit Wealth
Florida
$2.33M +$2.33M +4,880 New
CCM
1491
Chilton Capital Management
Texas
$2.32M +$4.29K +9 +0.2%
CRCM
1492
Corbett Road Capital Management
Virginia
$2.31M -$152K -319 -6%
GC
1493
Grace Capital
Massachusetts
$2.31M – – –
VAM
1494
Verity Asset Management
North Carolina
$2.3M +$178K +374 +8%
PRA
1495
Pine Ridge Advisers
New York
$2.29M – – –
MS
1496
Marshall & Sullivan
Washington
$2.29M – – –
WPA
1497
West Paces Advisors
Georgia
$2.28M -$8.11K -17 -0.4%
CC
1498
Cypress Capital
Tennessee
$2.28M +$849K +1,780 +59%
1832 Asset Management
1499
1832 Asset Management
Ontario, Canada
$2.28M – – –
CMBA
1500
C.M. Bidwell & Associates
Hawaii
$2.28M +$1.5M +3,150 +194%
58 59
60
61 62