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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 %
NCM
2001
Neumann Capital Management
California
$345K – – –
MRCM
2002
M&R Capital Management
New Jersey
$344K – – –
CNB
2003
Camden National Bank
Maine
$343K – – –
SIA
2004
SkyView Investment Advisors
New Jersey
$341K +$341K +792 New
VIA
2005
Vickerman Investment Advisors
Washington
$339K +$339K +786 New
ZIG
2006
Zuckerman Investment Group
Illinois
$338K -$2.15K -5 -0.6%
JWS
2007
Juncture Wealth Strategies
Arizona
$337K -$278K -645 -45%
BCP
2008
Blue Chip Partners
Michigan
$336K -$19K -44 -5%
MIP
2009
Marietta Investment Partners
Wisconsin
$336K – – –
KCM
2010
Kathmere Capital Management
Pennsylvania
$336K – – –
WW
2011
Waterfront Wealth
Kansas
$336K +$64.6K +150 +24%
SKK
2012
Shepherd Kaplan Krochuk
Massachusetts
$335K – – –
WAS
2013
Wealth Advisory Solutions
Indiana
$334K -$72.7K -169 -18%
HWA
2014
Hilltop Wealth Advisors
North Carolina
$330K -$23.3K -54 -7%
FNBOMD
2015
First National Bank of Mount Dora
Florida
$330K -$14.7K -34 -4%
WAM
2016
WealthTrust Asset Management
Florida
$330K – – –
TSS
2017
Two Sigma Securities
New York
$328K -$1.28M -2,967 -80%
HIS
2018
Horizon Investment Services
Indiana
$327K – – –
ACM
2019
Ategra Capital Management
Virginia
$327K -$186K -431 -36%
G
2020
Gainplan
Michigan
$321K +$13.3K +31 +4%
AHB
2021
Abner Herrman & Brock
New Jersey
$320K – – –
ANBT
2022
American National Bank & Trust
Texas
$318K -$3.44K -8 -1%
SWM
2023
Shakespeare Wealth Management
Wisconsin
$318K – – –
WTFG
2024
Wells Trecaso Financial Group
Ohio
$317K – – –
PD
2025
Planning Directions
Pennsylvania
$317K +$861 +2 +0.3%
79 80
81
82 83