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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 %
FNC
1726
First National Corp
Massachusetts
$1.36M -$53.4K -112 -4%
FPWM
1727
FSB Premier Wealth Management
Iowa
$1.36M -$34.8K -73 -2%
YC
1728
Yarbrough Capital
Tennessee
$1.36M +$1.36M +2,848 New
TI
1729
Trexquant Investment
Connecticut
$1.35M -$1.46M -3,054 -52%
BA
1730
Bridge Advisory
California
$1.35M +$54.8K +115 +4%
AIM
1731
Alhambra Investment Management
Florida
$1.35M -$27.7K -58 -2%
EIM
1732
Ervin Investment Management
Washington
$1.34M +$1.34M +2,814 New
PTC
1733
Philadelphia Trust Company
Pennsylvania
$1.34M – – –
RCM
1734
Regency Capital Management
Hawaii
$1.33M -$266K -558 -17%
RFWA
1735
RPg Family Wealth Advisory
Massachusetts
$1.33M – – –
AWM
1736
Altium Wealth Management
New York
$1.33M +$4.77K +10 +0.4%
LNWWM
1737
Laird Norton Wetherby Wealth Management
California
$1.33M +$5.73K +12 +0.4%
Qube Research & Technologies (QRT)
1738
Qube Research & Technologies (QRT)
United Kingdom
$1.33M +$1.33M +2,787 New
CGPCS
1739
Capital Group Private Client Services
California
$1.33M -$157K -330 -11%
REMPR
1740
Roof Eidam Maycock Peralta (REMP)
California
$1.33M -$167K -351 -11%
BFA
1741
Brown Financial Advisory
Alabama
$1.33M -$4.29K -9 -0.3%
EAMA
1742
EFG Asset Management (Americas)
Florida
$1.32M +$24.8K +52 +2%
PMG
1743
ProVise Management Group
Florida
$1.32M +$49.1K +103 +4%
RF
1744
RHS Financial
California
$1.32M +$79.7K +167 +6%
AIA
1745
Arbor Investment Advisors
North Carolina
$1.32M +$1.43K +3 +0.1%
ACA
1746
Aptus Capital Advisors
Alabama
$1.32M +$114K +239 +9%
PL
1747
Parthenon LLC
Kentucky
$1.31M – – –
Toronto Dominion Bank
1748
Toronto Dominion Bank
Ontario, Canada
$1.31M – – –
TWP
1749
Tower Wealth Partners
Pennsylvania
$1.3M +$3.34K +7 +0.3%
FAG
1750
Fortitude Advisory Group
Washington
$1.3M +$1.3M +2,722 New
68 69
70
71 72