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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 %
RPG
1676
Resource Planning Group
Georgia
$915K -$7.32K -17 -0.8%
ODG
1677
O'Dell Group
Ohio
$915K – – –
EGWAG
1678
Elwood & Goetz Wealth Advisory Group
Georgia
$913K -$431 -1 -0%
CCM
1679
Carlson Capital Management
Minnesota
$909K – – –
LC
1680
LCNB Corp
Ohio
$904K -$15.1K -35 -2%
DI
1681
DFPG Investments
Utah
$902K +$434K +976 +93%
MIG
1682
McGuire Investment Group
Rhode Island
$897K +$12.9K +30 +1%
ISB
1683
Iowa State Bank
Iowa
$896K – – –
TFGT
1684
TS Financial Group (TSFG)
Illinois
$893K – – –
DCM
1685
Disciplina Capital Management
Tennessee
$890K +$6.46K +15 +0.7%
HFP
1686
Holistic Financial Partners
Indiana
$884K – – –
TIA
1687
Tiemann Investment Advisors
California
$880K -$431 -1 -0%
GAM
1688
Griffin Asset Management
New York
$878K -$19.4K -45 -2%
FVCM
1689
F&V Capital Management
Florida
$874K +$55.6K +129 +7%
SIA
1690
Stegner Investment Associates
Kentucky
$872K +$129K +299 +17%
SSWM
1691
Smith Salley Wealth Management
North Carolina
$871K +$861 +2 +0.1%
AWM
1692
Affinity Wealth Management
Delaware
$867K – – –
EWM
1693
Executive Wealth Management
Michigan
$866K +$21.5K +50 +3%
MMPW
1694
Mitchell McLeod Pugh & Williams
Alabama
$865K +$6.89K +16 +0.8%
RMCM
1695
Reynders McVeigh Capital Management
Massachusetts
$861K +$34.5K +80 +4%
MFM
1696
Mirsky Financial Management
New York
$857K -$819K -1,901 -49%
MCM
1697
Murphy Capital Management
New Jersey
$856K -$430K -998 -33%
VIM
1698
Vista Investment Management
Pennsylvania
$855K +$24.1K +56 +3%
WCFA
1699
Walkner Condon Financial Advisors
Wisconsin
$849K +$339K +788 +67%
JC
1700
Jentner Corp
Ohio
$848K – – –
66 67
68
69 70