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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 %
BCMIO
2201
Beacon Capital Management Inc (Ohio)
Ohio
$72K +$72K +168 New
IWA
2202
IBEX Wealth Advisors
New Jersey
$69K +$69K +161 New
VCM
2203
Vigilant Capital Management
Maine
$68K -$20.4K -47 -23%
FMB
2204
Field & Main Bank
Kentucky
$68K +$68K +158 New
BFG
2205
Baron Financial Group
New Jersey
$67.2K – – –
GKWIM
2206
Gerber Kawasaki Wealth & Investment Management
California
$67K -$6.68M -6,678 -99%
RTC
2207
Riverview Trust Company
Washington
$65K -$19.5K -45 -23%
PCTC
2208
Perkins Coie Trust Company
Washington
$64K – – –
CWA
2209
Carolina Wealth Advisors
South Carolina
$61K – – –
BBHC
2210
Brown Brothers Harriman & Co
New York
$58.8K -$1.04K -2,420 -2%
BCM
2211
Blume Capital Management
California
$56K -$6.84K -16 -11%
HA
2212
Herold Advisors
New York
$55K +$55K +129 New
SFC
2213
SYM Financial Corp
Indiana
$53K – – –
ATC
2214
Adirondack Trust Company
New York
$53K – – –
ACA
2215
Atlas Capital Advisors
Wyoming
$51.3K +$30.6K +71 +148%
GTAM
2216
Global Trust Asset Management
Florida
$49K – – –
HFM
2217
Hartford Financial Management
Connecticut
$46K – – –
JPLA
2218
Joseph P. Lucia & Associates
New York
$45K – – –
PIP
2219
Peachtree Investment Partners
Florida
$44K – – –
CAM
2220
Costello Asset Management
Pennsylvania
$43K – – –
ARMC
2221
American Research & Management Company
Massachusetts
$42K +$5.2K +12 +14%
TI
2222
Truehand Inc
New Hampshire
$41K – – –
LWA
2223
Lowe Wealth Advisors
Maryland
$41K – – –
HIM
2224
HawsGoodwin Investment Management
Tennessee
$40K +$21.3K +50 +114%
TAM
2225
Tucker Asset Management
Colorado
$39.2K +$461 +1 +1%
87 88
89
90 91