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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 %
LG
2076
LaFleur & Godfrey
Michigan
$271K – – –
LF
2077
LifeSteps Financial
California
$270K – – –
FNBSF
2078
First National Bank Sioux Falls
South Dakota
$270K +$2.59K +6 +1%
TA
2079
TFG Advisers
Michigan
$269K -$8.61K -20 -3%
HHAA
2080
Henry H. Armstrong Associates
Pennsylvania
$269K – – –
CWM
2081
Cedar Wealth Management
California
$268K -$11.2K -26 -4%
SBIA
2082
Sheaff Brock Investment Advisors
Indiana
$266K +$6.04K +14 +2%
CHC
2083
City Holding Co
West Virginia
$266K +$19.8K +46 +8%
RSS
2084
Rosenblum Silverman Sutton
California
$265K – – –
DWA
2085
Dougherty Wealth Advisers
Minnesota
$263K -$56K -130 -18%
IWP
2086
Innova Wealth Partners
Pennsylvania
$262K -$4.31K -10 -2%
FWM
2087
FSA Wealth Management
Massachusetts
$262K – – –
DBRC
2088
D.B. Root & Company
Pennsylvania
$261K -$49.5K -115 -16%
PWM
2089
Prentice Wealth Management
New York
$261K -$15.5K -36 -6%
IGGA
2090
Iron Gate Global Advisors
Utah
$261K +$2.16K +5 +0.8%
OSAM
2091
O'Shaughnessy Asset Management
Connecticut
$260K -$74.6K -173 -22%
CBOR
2092
Community Bank of Raymore
Missouri
$258K – – –
Legal & General Group
2093
Legal & General Group
United Kingdom
$256K -$387K -900 -60%
TPW
2094
Tiller Private Wealth
Pennsylvania
$256K +$256K +595 New
GWAG
2095
Garrett Wealth Advisory Group
Texas
$255K +$31.1K +72 +14%
OCPWS
2096
One Charles Private Wealth Services
Massachusetts
$255K +$255K +591 New
WFA
2097
West Financial Advisors
Iowa
$253K +$28.9K +67 +13%
TA
2098
TruWealth Advisors
Louisiana
$252K -$9.93K -23 -4%
SAI
2099
Systematic Alpha Investments
New Jersey
$251K – – –
CC
2100
Copperleaf Capital
North Carolina
$249K -$35.3K -82 -12%
82 83
84
85 86