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iShares Core S&P 500 ETF
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Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.19B
2
BlackRock
BlackRock
New York
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
2176
Sabal Trust
Florida
$482K +$29.6K +62 +7%
SEEDPG
2177
S.E.E.D. Planning Group
New York
$481K – – –
SHA
2178
Seneca House Advisors
Virginia
$479K -$11K -23 -2%
AA
2179
Auxano Advisors
Washington
$478K – – –
EB
2180
Eastern Bank
Massachusetts
$477K – – –
UFF
2181
USA Financial Formulas
Michigan
$477K +$36.7K +77 +8%
AWM
2182
Aberdeen Wealth Management
Illinois
$477K +$477K +999 New
QCM
2183
Quantinno Capital Management
New York
$477K +$477K +1,000 New
WA
2184
Wealthstream Advisors
New York
$476K +$476K +997 New
KCFA
2185
Key Client Fiduciary Advisors
New Jersey
$476K +$476K +997 New
SIM
2186
Sadoff Investment Management
Wisconsin
$475K – – –
FNBTCON
2187
First National Bank & Trust Co of Newtown
Pennsylvania
$475K +$146K +307 +45%
UBV
2188
United Bank (Virginia)
Virginia
$475K +$475K +996 New
CPA
2189
Clear Perspective Advisors
Illinois
$474K +$11K +23 +2%
CPWMP
2190
Cardinal Point Wealth Management Partners
California
$474K +$474K +994 New
AWA
2191
Amplius Wealth Advisors
Pennsylvania
$474K +$474K +995 New
PFA
2192
Pathway Financial Advisors
Vermont
$474K +$474K +1,050 New
MM
2193
Main Management
California
$471K -$1.43M -3,000 -75%
AIM
2194
AMI Investment Management
Indiana
$470K – – –
CFFP
2195
Center for Financial Planning
Michigan
$470K +$42.9K +90 +10%
LJAC
2196
L.J. Altfest & Co
New York
$469K -$41K -86 -8%
LIG
2197
Lokken Investment Group
Delaware
$468K +$148K +310 +46%
GC
2198
Garde Capital
Washington
$467K – – –
BW
2199
Bison Wealth
Georgia
$466K -$1.07M -2,250 -70%
FAN
2200
Financial Advisors Network
California
$466K -$2.38K -5 -0.5%
86 87
88
89 90