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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 %
BHBT
1501
Burke & Herbert Bank & Trust
Virginia
$1.39M +$152K +353 +12%
LK
1502
Lumbard & Kellner
New Hampshire
$1.39M -$253K -587 -15%
KLCM
1503
KG&L Capital Management
Louisiana
$1.39M -$431 -1 -0%
KCM
1504
Kornitzer Capital Management
Kansas
$1.38M -$10.8K -25 -0.8%
CA
1505
Corrado Advisors
New Jersey
$1.38M +$19.4K +45 +1%
CFD
1506
Creative Financial Designs
Indiana
$1.38M +$78.8K +183 +6%
SCI
1507
Stableford Capital II
Arizona
$1.37M -$20K -45 -1%
Financial Engines Advisors
1508
Financial Engines Advisors
California
$1.37M +$386K +896 +39%
DLCIG
1509
D.L. Carlson Investment Group
New Hampshire
$1.37M – – –
BMWM
1510
Brown Miller Wealth Management
Virginia
$1.37M +$178K +413 +15%
CWM
1511
Cabot Wealth Management
Massachusetts
$1.37M – – –
SAM
1512
Summit Asset Management
Tennessee
$1.37M -$4.31K -10 -0.3%
VCM
1513
Virtue Capital Management
Tennessee
$1.37M +$1.12M +2,595 +450%
SFG
1514
Sowa Financial Group
Rhode Island
$1.36M +$16.8K +39 +1%
B
1515
Bellecapital
Switzerland
$1.35M -$17.2K -40 -1%
REMPR
1516
Roof Eidam Maycock Peralta (REMP)
California
$1.35M +$78K +181 +6%
MAM
1517
MMA Asset Management
Pennsylvania
$1.35M +$80.6K +187 +6%
CGPCS
1518
Capital Group Private Client Services
California
$1.34M +$1.34M +3,114 New
PCMC
1519
Private Capital Management (Colorado)
Colorado
$1.33M -$41.4K -96 -3%
MFG
1520
MidWestOne Financial Group
Iowa
$1.33M – – –
LC
1521
Lincoln Capital
Nebraska
$1.33M +$115K +266 +9%
MA
1522
MBA Advisors
Pennsylvania
$1.33M – – –
CAAS
1523
Capital Asset Advisory Services
Michigan
$1.32M +$276K +641 +26%
RG
1524
Rathbones Group
United Kingdom
$1.32M – – –
TCBWMS
1525
Texas Capital Bank Wealth Management Services
Texas
$1.32M – – –
59 60
61
62 63