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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 %
FAN
1926
Financial Advisors Network
California
$461K -$19.7K -42 -4%
PCM
1927
Pointe Capital Management
Michigan
$460K – – –
LJAC
1928
L.J. Altfest & Co
New York
$460K +$20.7K +48 +5%
OPCM
1929
Osborne Partners Capital Management
California
$459K +$459K +1,066 New
SWA
1930
Sutton Wealth Advisors
Florida
$459K – – –
HCMG
1931
Howard Capital Management Group
California
$456K – – –
PWA
1932
Providence Wealth Advisors
Illinois
$454K -$19K -44 -4%
BCMO
1933
Buckingham Capital Management (Ohio)
Ohio
$452K -$31.9K -74 -7%
EBSAM
1934
Eubel Brady & Suttman Asset Management
Ohio
$452K +$43K +100 +11%
TAM
1935
Tocqueville Asset Management
New York
$451K -$43K -100 -9%
HIMC
1936
Heritage Investors Management Corp
Maryland
$446K -$24.1K -56 -5%
SHA
1937
Seneca House Advisors
Virginia
$443K -$4.74K -11 -1%
BC
1938
Brio Consultants
California
$443K +$6.89K +16 +2%
FPB
1939
First PREMIER Bank
South Dakota
$442K – – –
CC
1940
Callan Capital
California
$439K – – –
FFWM
1941
Future Financial Wealth Management
Ohio
$439K – – –
OHIS
1942
Oak Harvest Investment Services
Texas
$438K +$4.31K +10 +1%
SEEDPG
1943
S.E.E.D. Planning Group
New York
$435K – – –
TCM
1944
Tuttle Capital Management
Connecticut
$435K +$19.4K +45 +5%
AA
1945
Auxano Advisors
Washington
$432K -$3.88K -9 -0.9%
FFG
1946
Fullen Financial Group
Ohio
$432K +$1.83K +4 +0.4%
CNC
1947
Citizens & Northern Corp
Pennsylvania
$431K -$349K -810 -45%
FGAM
1948
Financial Gravity Asset Management
Texas
$431K -$185K -3 -30%
EB
1949
Eastern Bank
Massachusetts
$431K – – –
CPW
1950
Catalyst Private Wealth
California
$430K – – –
76 77
78
79 80