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iShares Core S&P 500 ETF
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Overview Fund Activity

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M

Top Buyers

1
USAA
1
United Services Automobile Association
Texas
$1.39B
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.9B
3
Squarepoint
3
Squarepoint
New York
$1.56B
4
CS
4
Credit Suisse
Switzerland
$865M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$669M

Top Sellers

1
IMCOOI
1
Investment Management Corp of Ontario (IMCO)
Canada
$1.32B
2
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M
3
Wells Fargo
3
Wells Fargo
California
$7.18B
4
FCAS
4
First Command Advisory Services
Texas
$1.8B
5
NB
5
Norinchukin Bank
Japan
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Atria Investments
North Carolina
$72.6M +$5.86M +13,627 +9%
BWM
227
Baystate Wealth Management
Massachusetts
$72.1M -$10.3M -24,043 -13%
FMWA
228
Forvis Mazars Wealth Advisors
Missouri
$72M -$941K -2,189 -1%
Kayne Anderson Rudnick Investment Management
229
Kayne Anderson Rudnick Investment Management
California
$71.8M -$63.7K -148 -0.1%
BFPW
230
BOK Financial Private Wealth
Colorado
$71.4M -$1.95M -4,547 -3%
BS
231
Bessemer Securities
New York
$70.9M – – –
CIM
232
CIM Investment Management
Pennsylvania
$70.7M -$12.7M -29,461 -15%
BWP
233
BSW Wealth Partners
Colorado
$70.1M -$10.3M -23,930 -13%
TIM
234
Tortoise Investment Management
New York
$70.1M -$457K -1,062 -0.6%
IWC
235
Integrated Wealth Concepts
Massachusetts
$70M +$2.81M +6,525 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
236
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$69.7M -$42.2M -98,100 -38%
AA
237
ALPS Advisors
Colorado
$68.8M -$1.45M -3,370 -2%
SCA
238
St. Clair Advisors
Ohio
$67.5M +$1.59M +3,708 +2%
DWM
239
Destination Wealth Management
California
$67.4M -$1.18M -2,741 -2%
WCF
240
West Coast Financial
California
$67.2M +$3.79M +8,804 +6%
APCM
241
Alaska Permanent Capital Management
Alaska
$67.2M -$1.17M -2,723 -2%
BMCM
242
Bryn Mawr Capital Management
Pennsylvania
$66.9M -$529K -1,230 -0.8%
SWP
243
Stratos Wealth Partners
Ohio
$66.6M +$5.26M +12,237 +9%
MHS
244
M Holdings Securities
Oregon
$66.6M +$2.69M +6,261 +4%
SFS
245
Summit Financial Strategies
Ohio
$66.5M +$13.5M +31,430 +25%
CAM
246
Chandler Asset Management
California
$66.3M -$447K -1,040 -0.7%
HS
247
Horan Securities
United States
$66.1M +$3.69M +8,573 +6%
MLIC
248
Mandatum Life Insurance Company
Finland
$66M +$1.21M +2,823 +2%
MW
249
Marcum Wealth
Ohio
$65.7M -$472K -1,098 -0.7%
LNC
250
Lincoln National Corp
Pennsylvania
$65.5M +$895K +2,082 +1%
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