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

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$1.32B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M
3
Wells Fargo
Wells Fargo
California
$7.18B
4
FCAS
First Command Advisory Services
Texas
$1.8B
5
NB
Norinchukin Bank
Japan
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
Fiducient Advisors
Illinois
$50.1M -$1.59M -3,695 -3%
CB
302
Community Bank
New York
$49.9M +$41.3K +96 +0.1%
SCP
303
Syntal Capital Partners
Texas
$49.7M +$1.88M +4,377 +4%
MA
304
Mutual Advisors
Nebraska
$49.1M +$4.8M +11,176 +11%
VFIC
305
Valley Forge Investment Consultants
Pennsylvania
$49M +$11.2M +26,062 +30%
RCM
306
Requisite Capital Management
Texas
$48.5M -$16M -37,266 -25%
CT
307
Cambridge Trust
Massachusetts
$48.5M +$3.33M +7,734 +7%
A
308
AdvicePeriod
California
$48.3M +$93.7K +218 +0.2%
SW
309
SteelPeak Wealth
California
$48.2M +$3.98M +9,249 +9%
AL
310
Aspiriant LLC
California
$48.2M +$9.63M +22,407 +25%
HWA
311
Heritage Way Advisors
Illinois
$48.1M +$236K +550 +0.5%
PIM
312
Parker Investment Management
California
$48.1M -$282K -656 -0.6%
LF
313
Lee Financial
Texas
$47.9M +$1.12M +2,594 +2%
WFPG
314
Waller Financial Planning Group
Ohio
$47.7M +$651K +1,515 +1%
EIA
315
Eldridge Investment Advisors
New Hampshire
$47.6M +$472K +1,099 +1%
CWA
316
Core Wealth Advisors
Florida
$47.5M +$3.66M +8,517 +8%
BOCM
317
Bontempo Ohly Capital Management
Maryland
$47.4M -$168K -390 -0.4%
BG
318
Benedetti & Gucer
Georgia
$47.2M +$5.34M +12,398 +13%
Allianz Asset Management
319
Allianz Asset Management
Germany
$47.2M +$36.8M +85,564 +355%
OC
320
Oppenheimer & Co
New York
$47M -$1.02M -2,374 -2%
EHPM
321
Emery Howard Portfolio Management
California
$46.9M +$54.2K +126 +0.1%
RIA
322
Regal Investment Advisors
Michigan
$46.5M +$39.4M +91,703 +560%
CI
323
CX Institutional
Indiana
$46.3M -$429K -999 -0.9%
IWP
324
Icon Wealth Partners
Texas
$46.3M +$5.37M +12,490 +13%
BHWM
325
Bar Harbor Wealth Management
New Hampshire
$46.3M -$1.75M -4,080 -4%
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