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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 %
AC
1526
AlphaCore Capital
California
$2.16M -$5.72K -12 -0.3%
TCWM
1527
Total Clarity Wealth Management
Illinois
$2.16M +$76.8K +161 +4%
MGI
1528
MayTech Global Investments
New York
$2.15M +$827K +1,734 +63%
ZIC
1529
ZWJ Investment Counsel
Georgia
$2.13M -$94.9K -199 -4%
AFA
1530
Arlington Financial Advisors
California
$2.11M +$131K +274 +7%
WAM
1531
WNY Asset Management
New York
$2.1M -$55.8K -117 -3%
DP
1532
Denver PWM
Colorado
$2.08M +$17.7K +37 +0.9%
PWPS
1533
Pinnacle Wealth Planning Services
Ohio
$2.08M -$20.5K -43 -1%
AIP
1534
ARS Investment Partners
New York
$2.07M +$3.82K +8 +0.2%
MFIMFI
1535
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.07M – – –
HCA
1536
Harbour Capital Advisors
Virginia
$2.06M +$397K +833 +24%
MMHP
1537
Murphy Middleton Hinkle & Parker
Georgia
$2.06M +$24.8K +52 +1%
RPGK
1538
Retirement Planning Group (Kansas)
Kansas
$2.06M +$477 +1 +0%
NWA
1539
Navis Wealth Advisors
New York
$2.06M +$191K +400 +10%
PWM
1540
Paulson Wealth Management
Illinois
$2.06M +$40.6K +85 +2%
DWM
1541
Doyle Wealth Management
Florida
$2.05M +$294K +616 +17%
KAM
1542
Knightsbridge Asset Management
California
$2.05M +$239K +500 +13%
HL
1543
HeadInvest LLC
Maine
$2.05M -$4.77K -10 -0.2%
AFC
1544
Adaptive Financial Consulting
Ohio
$2.04M +$13.4K +28 +0.7%
FFA
1545
Founders Financial Alliance
North Carolina
$2.04M +$9.06K +19 +0.4%
PB
1546
Pinnacle Bancorp
Nebraska
$2.03M -$15.7K -33 -0.8%
RBFC
1547
Roman Butler Fullerton & Co
Missouri
$2.03M -$4.77K -10 -0.2%
LWM
1548
Lyell Wealth Management
California
$2.02M +$19.1K +40 +1%
RMDI
1549
R.M. Davis Inc
Maine
$2.02M -$130K -272 -6%
GAM
1550
Gemmer Asset Management
California
$2.02M +$99.7K +209 +5%
60 61
62
63 64