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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 %
CLOS
1776
Compagnie Lombard Odier SCmA
Switzerland
$681K +$307K +714 +82%
MIC
1777
Means Investment Company
Maine
$679K +$2.16K +5 +0.3%
JCM
1778
Jacobi Capital Management
Pennsylvania
$677K +$85.7K +199 +14%
CA
1779
Claro Advisors
Massachusetts
$675K +$171K +396 +34%
AIA
1780
Armor Investment Advisors
North Carolina
$673K -$4.31K -10 -0.6%
MA
1781
MJP Associates
Connecticut
$673K +$2.15K +5 +0.3%
RAM
1782
Riggs Asset Management
Pennsylvania
$673K +$37.1K +86 +6%
PT
1783
Plimoth Trust
Massachusetts
$670K +$42.2K +98 +7%
LBA
1784
Lowell Blake & Associates
Massachusetts
$669K – – –
DIA
1785
Davidson Investment Advisors
Montana
$667K -$108K -251 -14%
TFA
1786
TPG Financial Advisors
Oregon
$667K – – –
ODIJL
1787
One Day In July LLC
Vermont
$666K +$284K +658 +74%
SFWA
1788
Summit Financial Wealth Advisors
Louisiana
$665K -$26.7K -62 -4%
IWN
1789
Independent Wealth Network
Iowa
$665K +$665K +1,424 New
GIA
1790
Gateway Investment Advisers
Ohio
$663K – – –
LJHT
1791
Laurie J. Hall Trustee
$662K -$4.31K -10 -0.6%
GA
1792
GFS Advisors
Texas
$662K – – –
CBB
1793
Citizens Business Bank
California
$661K – – –
Capital International Investors
1794
Capital International Investors
California
$658K -$10.6M -24,382 -94%
EP
1795
Eudaimonia Partners
Tennessee
$658K +$9.9K +23 +2%
WWM
1796
WT Wealth Management
Arizona
$657K – – –
BMA
1797
Brooks Moore & Associates
Tennessee
$657K – – –
AII
1798
AGF Investments Inc
Ontario, Canada
$655K +$43.1K +100 +7%
BSI
1799
Bennett Selby Investments
Maine
$654K – – –
MHIC
1800
Marble Harbor Investment Counsel
Massachusetts
$653K -$150K -347 -19%
70 71
72
73 74