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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 %
GC
1526
Gratus Capital
Georgia
$1.32M +$39.2K +91 +3%
SPL
1527
Smart Portfolios LLC
Washington
$1.32M +$174K +403 +15%
GI
1528
Gradient Investments
Minnesota
$1.31M +$19.4K +45 +2%
DACG
1529
Donor Advised Charitable Giving
California
$1.31M -$320K -742 -20%
WAOTB
1530
Wealth Advisors of Tampa Bay
Florida
$1.31M – – –
LPIC
1531
LeJeune Puetz Investment Counsel
Michigan
$1.3M – – –
CC
1532
Cypress Capital
Tennessee
$1.29M +$1.29M +3,003 New
HPCM
1533
Hunter Perkins Capital Management
Illinois
$1.29M -$301K -700 -19%
JLBC
1534
J.L. Bainbridge & Co
Florida
$1.29M – – –
TF
1535
TRH Financial
Iowa
$1.29M -$45.2K -105 -3%
TA
1536
TrueWealth Advisors
Alabama
$1.29M -$62.9K -146 -5%
AGM
1537
Alpine Global Management
New York
$1.29M +$1.29M +2,986 New
CIAS
1538
CBIZ Investment Advisory Services
Ohio
$1.28M -$1.28M – –
FNC
1539
First National Corp
Massachusetts
$1.28M +$164K +380 +15%
DJSG
1540
D.J. St. Germain
Massachusetts
$1.28M -$946K -2,195 -43%
CB
1541
CNB Bank
Pennsylvania
$1.27M – – –
FA
1542
Financial Advisors
Massachusetts
$1.26M +$159K +369 +14%
CCM
1543
Crew Capital Management
Ohio
$1.26M -$20.7K -48 -2%
SFG
1544
SevenBridge Financial Group
Pennsylvania
$1.26M -$301K -699 -19%
FPWM
1545
FSB Premier Wealth Management
Iowa
$1.26M -$112K -261 -8%
BWA
1546
Bordeaux Wealth Advisors
California
$1.26M -$367K -852 -23%
SCA
1547
Spearhead Capital Advisors
Florida
$1.25M +$1.25M +2,905 New
NEWAS
1548
N.E.W. Advisory Services
Wisconsin
$1.25M -$129K -299 -9%
SWM
1549
Sugarloaf Wealth Management
Georgia
$1.25M -$5.17K -12 -0.4%
MA
1550
MONECO Advisors
Connecticut
$1.25M +$721K +1,674 +137%
60 61
62
63 64