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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 %
EGA
2126
Eagle Global Advisors
Texas
$221K -$1.3K -3 -0.6%
CB
2127
Cadence Bank
Mississippi
$221K – – –
AMIM
2128
Aull & Monroe Investment Management
Alabama
$221K +$221K +514 New
MIM
2129
Marco Investment Management
Georgia
$219K +$4.73K +11 +2%
SCM
2130
Stonehearth Capital Management
Massachusetts
$218K -$100K -232 -31%
AWM
2131
Activest Wealth Management
Florida
$218K +$863 +2 +0.4%
VFPI
2132
Vantage Financial Partners (Illinois)
Illinois
$218K +$218K +507 New
JWBC
2133
John W. Brooker & Co
California
$217K -$47.5K -110 -18%
DSC
2134
Duncker Streett & Co
Missouri
$216K – – –
SC
2135
Schulhoff & Co
Ohio
$216K – – –
BSG
2136
Black Swift Group
Colorado
$216K – – –
VIA
2137
Vident Investment Advisory
Georgia
$216K +$216K +502 New
BFIM
2138
Beese Fulmer Investment Management
Ohio
$215K +$215K +500 New
TD Asset Management
2139
TD Asset Management
Ontario, Canada
$214K +$214K +496 New
RWG
2140
Ratio Wealth Group
Colorado
$210K +$210K +488 New
CJA
2141
C-J Advisory
California
$209K -$429 -1 -0.2%
SRC
2142
Shufro Rose & Co
New York
$209K +$209K +486 New
STAS
2143
Strong Tower Advisory Services
Minnesota
$208K +$208K +477 New
WFO
2144
Wealthgate Family Office
Colorado
$207K +$207K +480 New
LIA
2145
LBMC Investment Advisors
Tennessee
$207K -$786K -370,296 -79%
MIAS
2146
Mason Investment Advisory Services
Virginia
$206K – – –
HGWM
2147
Horst & Graben Wealth Management
Oregon
$206K -$9.03K -21 -4%
TYCC
2148
Texas Yale Capital Corp
Florida
$205K +$205K +475 New
PTB
2149
Pioneer Trust Bank
Oregon
$205K +$205K +475 New
CWA
2150
Clarus Wealth Advisors
Arizona
$204K -$6.51K -15 -3%
84 85
86
87 88