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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 %
ACP
1776
Ashfield Capital Partners
California
$1.25M +$218K +458 +21%
SPWM
1777
Schrum Private Wealth Management
Florida
$1.25M +$1.25M +2,615 New
HFS
1778
Heritage Financial Services
Massachusetts
$1.24M +$1.24M +2,602 New
PCM
1779
Palisade Capital Management
New Jersey
$1.23M -$33.9K -71 -3%
EM
1780
Excalibur Management
Massachusetts
$1.23M -$8.11K -17 -0.7%
SWA
1781
Sightline Wealth Advisors
Connecticut
$1.23M -$1.24M -2,577 -50%
TCMP
1782
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.23M +$56.3K +118 +5%
VAFP
1783
Vahanian & Associates Financial Planning
New York
$1.22M +$1.22M +2,563 New
SWM
1784
Sugarloaf Wealth Management
Georgia
$1.22M -$160K -336 -12%
CCMD
1785
Cypress Capital Management (Delaware)
Delaware
$1.22M -$82.5K -173 -6%
BCM
1786
BTR Capital Management
California
$1.21M -$23.9K -50 -2%
CAMG
1787
CWA Asset Management Group
Florida
$1.21M +$654K +1,370 +118%
FMI
1788
F/M Investments
District of Columbia
$1.2M +$102K +213 +9%
MA
1789
MAS Advisors
Florida
$1.2M +$1.2M +2,509 New
JE
1790
JMAC Enterprises
Pennsylvania
$1.2M +$1.2M +2,651 New
NWMG
1791
National Wealth Management Group
Ohio
$1.2M +$1.2M +2,510 New
AP
1792
Arlington Partners
Alabama
$1.2M – – –
NP
1793
NorthRock Partners
Minnesota
$1.2M +$85.8K +180 +8%
VCM
1794
Vigilant Capital Management
Maine
$1.2M +$1.12M +2,348 +1,496%
1SB
1795
1ST Source Bank
Indiana
$1.19M +$56.3K +118 +5%
RAM
1796
Riggs Asset Management
Pennsylvania
$1.19M +$448K +940 +60%
IWA
1797
Inspirion Wealth Advisors
Illinois
$1.19M – – –
RP
1798
Reinhart Partners
Wisconsin
$1.19M – – –
NOI
1799
Newton One Investments
Delaware
$1.19M +$8.59K +18 +0.7%
CTFG
1800
Capstone Triton Financial Group
Oklahoma
$1.19M +$37.8K +79 +3%
70 71
72
73 74