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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 %
TC
1851
Tenret Company
Florida
$563K – – –
MSCM
1852
McElhenny Sheffield Capital Management
Texas
$557K +$557K +1,294 New
WA1
1853
Wimmer Associates 1
California
$554K – – –
CANC
1854
Culbertson A N & Co
Virginia
$553K – – –
BFM
1855
Boston Financial Management
Massachusetts
$549K +$8.61K +20 +2%
CWAG
1856
Compton Wealth Advisory Group
Virginia
$547K – – –
SEM
1857
Strategic Equity Management
Arizona
$547K +$236K +547 +76%
PCH
1858
PGIM Custom Harvest
New Jersey
$546K +$116K +270 +27%
CG
1859
Clarus Group
Texas
$540K -$42.2K -98 -7%
MLL
1860
Moody Lynn & Lieberson
Massachusetts
$540K – – –
CA
1861
Cambridge Advisors
Nebraska
$539K – – –
DCM
1862
Donaldson Capital Management
Indiana
$538K -$127K -295 -19%
SAM
1863
Strategic Asset Management
Minnesota
$537K +$537K +1,220 New
FFG
1864
Frisch Financial Group
New York
$536K -$43.9K -102 -8%
FF
1865
FourThought Financial
Florida
$533K -$473K -1,099 -47%
Luther King Capital Management (LKCM)
1866
Luther King Capital Management (LKCM)
Texas
$526K -$480K – –
MCP
1867
Mirador Capital Partners
California
$524K +$6.03K +14 +1%
APWA
1868
Atlas Private Wealth Advisors
New Jersey
$523K +$5.17K +12 +1%
WFAG
1869
Wescott Financial Advisory Group
Pennsylvania
$520K +$74.5K +173 +17%
PIFP
1870
Partners in Financial Planning
Virginia
$519K – – –
HCM
1871
HMS Capital Management
Tennessee
$518K – – –
FAM
1872
Fenimore Asset Management
New York
$517K – – –
FCM
1873
Firestone Capital Management
Florida
$516K – – –
SBF
1874
Sara-Bay Financial
Florida
$515K +$23.3K +54 +5%
SIA
1875
Strategic Investment Advisors
Michigan
$514K +$4.31K +10 +0.8%
73 74
75
76 77