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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 %
FIA
2251
FNY Investment Advisers
New York
$3K -$9K -21 -75%
FMP
2252
Financial Management Professionals
Texas
$3K -$10K -20 -77%
IPW
2253
IronBridge Private Wealth
Texas
$2K -$28.5M -56,947 -100%
WIM
2254
Westside Investment Management
California
$12 – – –
AWC
2255
Abundance Wealth Counselors
Pennsylvania
– -$100M -233,483 Closed
SPP
2256
Single Point Partners
Massachusetts
– -$93.9M -218,438 Closed
WBG
2257
Wharton Business Group
Pennsylvania
– -$81.5M -189,604 Closed
JWCA
2258
J.W. Cole Advisors
Florida
– -$37.5M -87,183 Closed
UBS AM
2259
UBS AM
Illinois
– -$21.6M -50,179 Closed
GCA
2260
Genesee Capital Advisors
New York
– -$18.4M -42,781 Closed
IA
2261
IAM Advisory
Pennsylvania
– -$18.4M -42,781 Closed
PCM
2262
Piedmont Capital Management
Montana
– -$2.39M -40,561 Closed
EWA
2263
Exencial Wealth Advisors
Oklahoma
– -$17.2M -40,075 Closed
NC
2264
NinePointTwo Capital
California
– -$15M -34,997 Closed
AS
2265
Altshuler Shaham
Israel
– -$9.08M -21,124 Closed
SGI
2266
Summit Global Investments
Utah
– -$7.05M -16,406 Closed
NAG
2267
Northstar Advisory Group
New Jersey
– -$4.88M -11,343 Closed
SWM
2268
Sanctuary Wealth Management
Idaho
– -$4.7M -10,934 Closed
Capital World Investors
2269
Capital World Investors
California
– -$4.62M -10,764 Closed
Nomura Asset Management
2270
Nomura Asset Management
Japan
– -$2.44M -5,675 Closed
SNT
2271
Security National Trust
West Virginia
– -$2.34M -5,448 Closed
Walleye Trading
2272
Walleye Trading
New York
– -$1.71M -3,979 Closed
SMM
2273
Stadion Money Management
Georgia
– -$1.56M -3,630 Closed
CC
2274
Claybrook Capital
Massachusetts
– -$1.56M -3,622 Closed
TK
2275
TIAA Kaspick
Massachusetts
– -$1.41M -3,277 Closed
89 90
91
92 93