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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 %
ADIM
1876
Alpha DNA Investment Management
Maryland
$511K – – –
MPIA
1877
Mountain Pacific Investment Advisers
Idaho
$511K – – –
PS
1878
Portfolio Strategies
New York
$509K – – –
SCM
1879
Seascape Capital Management
New Hampshire
$508K – – –
DC
1880
Defender Capital
North Carolina
$508K – – –
WF
1881
WoodTrust Financial
Wisconsin
$506K – – –
RW
1882
REDW Wealth
New Mexico
$505K – – –
TAM
1883
Townsend Asset Management
North Carolina
$505K +$20.7K +48 +4%
BFG
1884
Bouchey Financial Group
New York
$504K +$4.31K +10 +0.9%
ST
1885
Spinnaker Trust
Maine
$503K -$21.5K -50 -4%
HCIA
1886
Hochman Cole Investment Advisors
Illinois
$501K -$9.47K -22 -2%
ZIG
1887
Zurich Insurance Group
Switzerland
$501K +$34.3K +82 +7%
BHTS
1888
Bar Harbor Trust Services
Maine
$501K +$182K +422 +57%
GCP
1889
GSA Capital Partners
United Kingdom
$499K -$69.3K -161 -12%
CAMG
1890
CWA Asset Management Group
Florida
$499K +$28.4K +66 +6%
PA
1891
Probity Advisors
Texas
$498K +$262K +608 +111%
SFP
1892
Strategic Financial Planning
Texas
$495K – – –
TCOO
1893
Trust Company of Oklahoma
Oklahoma
$494K -$17.2K -40 -3%
FWI
1894
Facet Wealth Inc
Maryland
$493K -$82.4K -191 -14%
BDWM
1895
Brewin Dolphin Wealth Management
Ireland
$493K – – –
TC
1896
Tatro Capital
Kentucky
$491K – – –
CCG
1897
Chatham Capital Group
Georgia
$491K – – –
QC
1898
QCM Cayman
Texas
$491K +$491K +1,140 New
LWP
1899
Legacy Wealth Planning
Nevada
$489K +$11.6K +27 +2%
AC
1900
Apella Capital
Connecticut
$488K -$73.2K -170 -13%
74 75
76
77 78