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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 %
SWM
1751
Southern Wealth Management
Texas
$732K +$2.58K +6 +0.4%
SWM
1752
Selective Wealth Management
Virginia
$729K -$33.2K -77 -4%
FAT
1753
First American Trust
California
$728K +$728K +1,690 New
FSG
1754
Financial Strategies Group
Michigan
$723K -$17.7K -41 -2%
SWK
1755
Stephen W. Kidder
$719K -$357K -830 -33%
JBA
1756
Johnson Bixby & Associates
Washington
$715K +$9.05K +21 +1%
WIA
1757
Westbourne Investment Advisors
Maryland
$714K -$64.6K -150 -8%
ODCM
1758
Old Dominion Capital Management
Virginia
$714K -$63.8K -148 -8%
BRA
1759
Biechele Royce Advisors
Indiana
$713K -$10.8K -25 -1%
ME
1760
McIlrath & Eck
Washington
$713K – – –
IRAG
1761
Investment Research & Advisory Group
Georgia
$711K +$557K +1,285 +363%
SW
1762
SkyOak Wealth
Michigan
$710K – – –
HFAS
1763
Hummer Financial Advisory Services
Illinois
$709K – – –
AW
1764
Avion Wealth
Texas
$708K – – –
CS
1765
Cannell & Spears
New York
$700K – – –
HC
1766
Hamilton Capital
Ohio
$699K – – –
CMBA
1767
C.M. Bidwell & Associates
Hawaii
$698K – – –
HFG
1768
Heron Financial Group
New York
$696K -$2.58K -6 -0.4%
CIP
1769
Chartwell Investment Partners
Pennsylvania
$696K – – –
MFS
1770
Madrona Financial Services
Washington
$694K – – –
IFS
1771
Ifrah Financial Services
Arkansas
$694K +$862 +2 +0.1%
IPW
1772
Inlet Private Wealth
Florida
$691K +$9.92K +23 +1%
CGH
1773
Crossmark Global Holdings
Texas
$685K -$45.7K -106 -6%
FP
1774
Financial Perspectives
Minnesota
$684K -$431 -1 -0.1%
Kovitz Investment Group Partners
1775
Kovitz Investment Group Partners
Illinois
$683K +$55.6K +129 +9%
69 70
71
72 73