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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 %
JWBC
2026
J.W. Burns & Co
New York
$315K – – –
GCP
2027
Gill Capital Partners
Colorado
$314K -$1.72K -4 -0.5%
CA
2028
CGN Advisors
Kansas
$312K -$294K -682 -49%
NIM
2029
Nicollet Investment Management
Minnesota
$310K -$722K -1,675 -70%
FVWA
2030
Foster Victor Wealth Advisors
South Carolina
$310K – – –
NCM
2031
Noesis Capital Mangement
Florida
$310K +$44K +102 +17%
TNAM
2032
Terra Nova Asset Management
New York
$309K +$2.15K +5 +0.7%
AP
2033
Atwood & Palmer
Missouri
$308K -$34K -79 -10%
TW
2034
TrinityPoint Wealth
Connecticut
$307K -$81.1K -188 -21%
AIA
2035
Alera Investment Advisors
Illinois
$305K +$121K +313 +66%
CAM
2036
Columbia Asset Management
Michigan
$305K +$305K +709 New
DAC
2037
Dividend Assets Capital
South Carolina
$304K – – –
SMI
2038
Shelter Mutual Insurance
Missouri
$302K – – –
STCOSD
2039
Sageworth Trust Company of South Dakota
South Dakota
$302K – – –
BWM
2040
Bulltick Wealth Management
Florida
$299K -$302K -700 -50%
AIC
2041
Argus Investors Counsel
New York
$299K -$863 -2 -0.3%
MA
2042
Mezzasalma Advisors
New Jersey
$299K – – –
PRWA
2043
Platte River Wealth Advisors
Colorado
$299K – – –
PIN
2044
Prudent Investors Network
California
$298K -$21.5K -50 -7%
OBWP
2045
O'Brien Wealth Partners
Massachusetts
$298K – – –
MWM
2046
Maltin Wealth Management
New Jersey
$298K +$2.58K +6 +0.9%
DP
2047
DDD Partners
Washington
$297K – – –
FNBTCON
2048
First National Bank & Trust Co of Newtown
Pennsylvania
$297K +$23.7K +55 +9%
JWCA
2049
J.W. Coons Advisors
Ohio
$296K -$4.3K -10 -1%
SWIG
2050
Strategic Wealth Investment Group
Kentucky
$294K +$43.3K +100 +17%
80 81
82
83 84