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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 %
TIAM2
1701
Tru Independence Asset Management 2
Oregon
$838K -$21.5K -50 -3%
BCM
1702
Beck Capital Management
Texas
$834K +$74.6K +173 +10%
CGL
1703
Clarius Group LLC
Washington
$834K +$250K +580 +43%
CWP
1704
Curated Wealth Partners
California
$830K – – –
AFG
1705
Allegheny Financial Group
Pennsylvania
$827K -$15.1K -35 -2%
ECM
1706
Elgethun Capital Management
South Dakota
$827K +$6.09K +14 +0.7%
SFFS
1707
Stonehage Fleming Financial Services
Jersey
$826K – – –
I2I
1708
Insight 2811 Inc
Illinois
$825K +$9.48K +22 +1%
BA
1709
Bridgewater Advisors
New York
$822K +$104K +241 +14%
W
1710
WealthOne
New York
$822K +$197K +458 +32%
HWA
1711
HHM Wealth Advisors
Tennessee
$821K +$28K +65 +4%
ACM
1712
Azimuth Capital Management
Michigan
$820K – – –
Renaissance Technologies
1713
Renaissance Technologies
New York
$819K +$819K +1,900 New
NS
1714
Newman & Schimel
Illinois
$818K +$197K +458 +32%
DS
1715
Dudley & Shanley
Florida
$816K – – –
PP
1716
Pacifica Partners
Canada
$813K +$86.9K +195 +12%
MWM
1717
Meridian Wealth Management
Kentucky
$813K +$135K +313 +20%
BFG
1718
Berger Financial Group
Minnesota
$811K – – –
CAM
1719
Close Asset Management
United Kingdom
$806K -$8.62K -20 -1%
RAM
1720
Redmond Asset Management
Virginia
$804K -$1.29K -3 -0.2%
NFC
1721
Northeast Financial Consultants
Connecticut
$804K +$32.3K +75 +4%
TWM
1722
Trinity Wealth Management
Pennsylvania
$801K +$62K +144 +8%
AA
1723
Addison Advisors
Vermont
$800K -$3.88K -9 -0.5%
CNFG
1724
Creegan & Nassoura Financial Group
New Hampshire
$797K – – –
TCCM
1725
Timber Creek Capital Management
Massachusetts
$793K – – –
67 68
69
70 71