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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 %
FBT
1726
First Bank & Trust
South Dakota
$792K – – –
MAA
1727
Matrix Asset Advisors
New York
$792K +$54.3K +126 +7%
APP
1728
Avantax Planning Partners
Iowa
$791K +$20.2K +47 +3%
HWA
1729
HCR Wealth Advisors
California
$789K +$789K +1,831 New
BFWA
1730
Benchmark Financial Wealth Advisors
Florida
$787K -$214K -497 -21%
AIM
1731
Axiom Investment Management
New York
$786K -$398K -925 -34%
HR
1732
Hayden Royal
North Carolina
$781K -$85.3K -198 -10%
OSNBOA
1733
Old Second National Bank of Aurora
Illinois
$775K – – –
RCG
1734
Rock Creek Group
District of Columbia
$770K – – –
BC
1735
Burney Company
Virginia
$770K +$9.48K +22 +1%
NL
1736
Navalign LLC
California
$767K -$35.3K -82 -4%
GWM
1737
Greenwich Wealth Management
Connecticut
$765K +$114K +264 +17%
PCM
1738
Princeton Capital Management
New Jersey
$754K – – –
BP
1739
BCK Partners
New York
$751K -$40.5K -94 -5%
AMCA
1740
Arthur M. Cohen & Associates
Illinois
$749K +$2.58K +6 +0.3%
CWMU
1741
Caliber Wealth Management (Utah)
Utah
$744K -$146K -325 -16%
SVWAG
1742
Sound View Wealth Advisors Group
Georgia
$744K – – –
CRI
1743
Colonial River Investments
Virginia
$744K +$744K +1,658 New
CWA
1744
Clearview Wealth Advisors
Oregon
$743K +$1.29K +3 +0.2%
BMC
1745
Benin Management Corp
Connecticut
$743K +$28.9K +67 +4%
APW
1746
Aurora Private Wealth
New Jersey
$740K -$67.6K -157 -8%
FNB
1747
Farmers National Bank
Kentucky
$739K +$739K +1,969 New
ASFA
1748
All Season Financial Advisors
Colorado
$739K +$448K +1,041 +154%
WCM
1749
Whitener Capital Management
North Carolina
$738K +$3.75K +10 +0.5%
CAI
1750
Capital Advisors Inc
Oklahoma
$735K -$50K -116 -6%
68 69
70
71 72