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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 %
DHGWA
1626
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.69M +$1.69M +3,545 New
SWA
1627
Strategies Wealth Advisors
Michigan
$1.69M +$1.69M +3,540 New
AWA
1628
Archvest Wealth Advisors
California
$1.69M +$1.69M +3,535 New
VCM
1629
Virtue Capital Management
Tennessee
$1.68M +$171K +358 +11%
TA
1630
TrueWealth Advisors
Alabama
$1.68M +$257K +538 +18%
SIS
1631
SVB Investment Services
Utah
$1.68M +$59K +124 +4%
HWM
1632
Hemington Wealth Management
Virginia
$1.68M -$381K -1,016 -19%
DP
1633
DDD Partners
Washington
$1.67M +$1.34M +2,815 +409%
BOPW
1634
Brandywine Oak Private Wealth
Pennsylvania
$1.67M +$19.6K +41 +1%
RZH
1635
Relyea Zuckerberg Hanson
Connecticut
$1.66M +$1.66M +3,783 New
CFAM
1636
Coury Firm Asset Management
Pennsylvania
$1.66M +$1.66M +3,472 New
D
1637
Diversified
Delaware
$1.66M -$643K -1,347 -28%
PP
1638
Patron Partners
Texas
$1.64M +$20K +42 +1%
SWMP
1639
Signature Wealth Management Partners
New Jersey
$1.64M -$26.2K -55 -2%
CCM
1640
Crew Capital Management
Ohio
$1.64M +$241K +506 +17%
CIC
1641
Cutler Investment Counsel
Oregon
$1.64M +$17.7K +37 +1%
JCM
1642
J2 Capital Management
Michigan
$1.64M +$1.64M +3,431 New
AWA
1643
ARQ Wealth Advisors
Arizona
$1.63M -$60.6K -127 -4%
LC
1644
Lincoln Capital
Nebraska
$1.63M +$156K +327 +11%
TWM
1645
Thrive Wealth Management
Pennsylvania
$1.63M +$1.63M +3,413 New
ZIM
1646
Zacks Investment Management
Illinois
$1.63M +$13.4K +28 +0.8%
Fisher Asset Management
1647
Fisher Asset Management
Washington
$1.62M +$250K +525 +18%
BHBT
1648
Burke & Herbert Bank & Trust
Virginia
$1.62M +$82.5K +173 +5%
UOTTAIMCU
1649
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.62M +$1.62M +3,400 New
TSS
1650
Two Sigma Securities
New York
$1.62M +$1.25M +2,628 +345%
64 65
66
67 68