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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
1
California Public Employees Retirement System
California
$3.19B
2
BlackRock
2
BlackRock
New York
$33.5B
3
Millennium Management
3
Millennium Management
New York
$1.45B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.43B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.64B
2
Franklin Resources
2
Franklin Resources
California
$676M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$40.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$177M +$3.23M +6,777 +2%
FFA
152
Fragasso Financial Advisors
Pennsylvania
$174M +$975K +2,045 +0.6%
LW
153
Linscomb Wealth
Texas
$174M +$1.2M +2,520 +0.7%
TFO
154
Tarbox Family Office
California
$174M +$3.36M +7,043 +2%
3AM
155
3EDGE Asset Management
Florida
$173M -$2.86M -5,990 -2%
OPS
156
Orion Portfolio Solutions
Nebraska
$172M +$18.6M +38,999 +12%
JSW
157
Journey Strategic Wealth
New Jersey
$167M +$167M +350,184 New
DWA
158
Divergent Wealth Advisors
Utah
$162M -$17.7M -37,211 -10%
CAL
159
Capital Analysts LLC
Pennsylvania
$161M +$664K +1,392 +0.4%
WT
160
Whittier Trust
California
$160M +$5.52M +11,569 +4%
PI
161
PFS Investments
Georgia
$158M +$13.5M +28,403 +9%
SPC
162
Sigma Planning Corp
Michigan
$156M +$13.7M +28,789 +10%
RWM
163
Ritholtz Wealth Management
New York
$156M +$6.1M +12,779 +4%
PAG
164
Private Advisor Group
New Jersey
$155M -$57.4M -120,387 -27%
MGB
165
Mass General Brigham
Massachusetts
$154M -$69.3M -145,386 -31%
HTC
166
Haverford Trust Company
Pennsylvania
$149M +$20.2M +42,335 +16%
CA
167
Cetera Advisors
Colorado
$149M -$41.7M -87,472 -22%
HW
168
Hancock Whitney
Mississippi
$149M +$21.9M +46,015 +17%
TIA
169
Traphagen Investment Advisors
New Jersey
$148M +$5.45M +11,431 +4%
AssetMark Inc
170
AssetMark Inc
California
$146M +$11.3M +23,692 +8%
PP
171
Prudential plc
United Kingdom
$145M +$32.3M +67,784 +29%
EIG
172
Ellenbecker Investment Group
Wisconsin
$145M +$1.7M +3,556 +1%
VC
173
Vicus Capital
Pennsylvania
$140M +$2.41M +5,244 +2%
Mitsubishi UFJ Trust & Banking
174
Mitsubishi UFJ Trust & Banking
Japan
$139M -$3.21M -6,730 -2%
CAN
175
Cetera Advisor Networks
California
$138M +$9.63M +20,185 +7%
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