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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 %
ACP
1551
Arcus Capital Partners
Georgia
$1.25M -$3.02K -7 -0.2%
AI
1552
AXS Investments
New York
$1.25M +$1.25M +2,890 New
AIM
1553
Alhambra Investment Management
Florida
$1.24M -$35.8K -83 -3%
SWP
1554
Strategic Wealth Partners
Ohio
$1.24M +$659K +1,531 +113%
Fisher Asset Management
1555
Fisher Asset Management
Washington
$1.24M -$240K -556 -16%
BB
1556
Berkshire Bank
Massachusetts
$1.24M +$401K +930 +48%
Massachusetts Financial Services
1557
Massachusetts Financial Services
Massachusetts
$1.24M -$751K -1,744 -38%
PFM
1558
Peak Financial Management
Massachusetts
$1.23M -$2.15K -5 -0.2%
IA
1559
IndexIQ Advisors
New York
$1.23M -$388K -900 -24%
RC
1560
Randolph Company
Ohio
$1.23M -$22.8K -53 -2%
CDH
1561
Charles D. Hyman
$1.23M – – –
EDRH
1562
Edmond de Rothschild Holding
Switzerland
$1.23M +$258K +600 +27%
TPA
1563
Trivium Point Advisory
Connecticut
$1.22M +$665K +1,510 +120%
AC
1564
AWM Capital
Arizona
$1.22M +$1.22M +2,580 New
PTC
1565
Philadelphia Trust Company
Pennsylvania
$1.21M – – –
LWANC
1566
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M +$23.7K +55 +2%
IWA
1567
Intercontinental Wealth Advisors
Texas
$1.21M – – –
RFWA
1568
RPg Family Wealth Advisory
Massachusetts
$1.2M – – –
BFA
1569
Brown Financial Advisory
Alabama
$1.2M -$2.15K -5 -0.2%
AWM
1570
Altium Wealth Management
New York
$1.2M -$12.9K -30 -1%
BC
1571
Burleson & Co
California
$1.2M -$9.05K -21 -0.7%
LNWWM
1572
Laird Norton Wetherby Wealth Management
California
$1.2M +$431 +1 +0%
FIM
1573
Freedom Investment Management
Connecticut
$1.2M -$571K -1,325 -32%
CW
1574
Connectus Wealth
Ohio
$1.19M +$12.9K +30 +1%
MGI
1575
MayTech Global Investments
New York
$1.19M – – –
61 62
63
64 65