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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
$1.87B
2
BlackRock
BlackRock
New York
$27.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.24B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.59B
5
Franklin Resources
Franklin Resources
California
$1.29B

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$16.5M
2
Bank of America
Bank of America
North Carolina
$12.8B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$246M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.32B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
201
TFC Financial Management
Massachusetts
$93.1M +$1.43M +3,311 +2%
SAM
202
Satovsky Asset Management
New York
$93M +$2.57M +5,976 +3%
RWM
203
Rezny Wealth Management
Florida
$91.2M -$2.28M -5,284 -2%
MFM
204
MD Financial Management
Ontario, Canada
$91M +$91M +211,121 New
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$89M +$7.2M +16,705 +9%
LGWM
206
Litman Gregory Wealth Management
California
$88.5M +$50.8M +117,985 +135%
PFM
207
Phillips Financial Management
Indiana
$87.5M +$4.06M +9,428 +5%
SSB
208
Sandy Spring Bank
Maryland
$87.1M +$289K +671 +0.3%
SPIA
209
Steward Partners Investment Advisory
New York
$86.8M +$1.7M +3,936 +2%
Chevy Chase Trust
210
Chevy Chase Trust
Maryland
$86.5M +$25.4M +58,847 +41%
AI
211
Atria Investments
North Carolina
$84.6M +$11.8M +27,453 +16%
CCFCSB
212
Cape Cod Five Cents Savings Bank
Massachusetts
$84.1M -$2.24M -5,206 -3%
RWM
213
RKL Wealth Management
Pennsylvania
$83.5M +$1.06M +2,455 +1%
ABTD
214
Arvest Bank Trust Division
Oklahoma
$82.9M -$62.9K -146 -0.1%
SIM
215
SSI Investment Management
California
$81.3M +$6.32M +14,673 +8%
SG
216
Swarthmore Group
Pennsylvania
$81M – – –
HIH
217
HRS Investment Holdings
New York
$80.7M – – –
DADC
218
D.A. Davidson & Co
Montana
$79.1M +$4.95M +11,492 +7%
GSAM
219
Grant Street Asset Management
Pennsylvania
$78.6M +$12.7M +29,379 +19%
TCM
220
Twele Capital Management
Minnesota
$78M +$16.7M +38,879 +27%
SWP
221
Stratos Wealth Partners
Ohio
$77.8M +$11M +25,504 +16%
PCIG
222
Partners Capital Investment Group
Massachusetts
$76.3M +$1.55M +3,602 +2%
BCI
223
Brinker Capital Investments
Pennsylvania
$76M – – –
BDF
224
Balasa Dinverno & Foltz
$72.4M -$2.05M -4,766 -3%
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$72.3M +$145K +337 +0.2%
7 8
9
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