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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 %
EWA
1901
ERTS Wealth Advisors
Michigan
$488K -$31K -72 -6%
BP
1902
BBR Partners
New York
$488K – – –
HDIM
1903
Hanson & Doremus Investment Management
Vermont
$488K – – –
SDWIA
1904
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$488K +$29.3K +68 +6%
JFS
1905
JD Financial Services
Pennsylvania
$487K -$1.29K -3 -0.3%
TAM
1906
Taurus Asset Management
New York
$487K – – –
BO
1907
Bank OZK
Arkansas
$486K -$10.8K -25 -2%
PWP
1908
Principle Wealth Partners
Connecticut
$486K +$13.8K +32 +3%
MHR
1909
Matthew Hamilton Rosenberg
$486K +$339K +787 +231%
MAM
1910
McLean Asset Management
Virginia
$485K +$2.75K +6 +0.6%
SW
1911
SlateStone Wealth
Florida
$485K +$5.6K +13 +1%
KFS
1912
Kurt F. Somerville
$484K – – –
ACS
1913
Archford Capital Strategies
Illinois
$482K -$331K -769 -41%
HTHT
1914
Hemenway Trust Hemenway Trust
New Hampshire
$481K -$34.1K -79 -7%
MG
1915
MilWealth Group
Wisconsin
$480K – – –
TWM
1916
Tradition Wealth Management
Minnesota
$479K -$7.67M -17,799 -94%
WFC
1917
Western Financial Corp
California
$477K -$33.1K -77 -6%
SC
1918
Searle & Co
Connecticut
$477K – – –
HFS
1919
Haverford Financial Services
Pennsylvania
$476K -$51.7K -120 -10%
LRPA
1920
L. Roy Papp & Associates
Arizona
$476K +$431 +1 +0.1%
YIH
1921
Y-Intercept (HK)
Hong Kong
$472K +$472K +1,096 New
AWP
1922
Abacus Wealth Partners
California
$469K +$18.1K +42 +4%
PHS
1923
Pekin Hardy Strauss
Illinois
$464K +$15.5K +36 +3%
NFG
1924
Northeast Financial Group
Pennsylvania
$464K – – –
BCM
1925
Bayesian Capital Management
New York
$463K +$463K +1,075 New
75 76
77
78 79