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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 %
SIM
326
Strategic Investment Management
Virginia
$46.1M – – –
MIS
327
Morningstar Investment Services
Illinois
$45.6M +$3.08M +7,173 +7%
WI
328
Wintrust Investments
Illinois
$45.4M -$5.4M -12,561 -11%
WS
329
Wela Strategies
Georgia
$45.2M -$839K -1,952 -2%
DP
330
Divergent Planning
Maryland
$45.1M +$1.35M +3,124 +3%
APA
331
American Portfolios Advisors
New York
$45M -$4.05M -9,409 -8%
SAS
332
Sanford Advisory Services
Michigan
$44.9M +$1.42M +3,311 +3%
BWM
333
BT Wealth Management
Georgia
$44.8M +$4.41M +10,253 +11%
MG
334
Mather Group
Illinois
$44.7M -$1.6M -3,720 -3%
SFS
335
Sowell Financial Services
Arkansas
$44.7M -$17.9M -41,557 -29%
TLFA
336
True Link Financial Advisors
California
$44.7M -$14.2M -32,947 -24%
HA
337
Harfst & Associates
Wyoming
$44.7M -$2.76M -6,430 -6%
TWA
338
TPB Wealth Advisors
Texas
$44.5M +$1.55M +3,617 +4%
KWMG
339
King Wealth Management Group
Florida
$44.2M +$4.49M +10,434 +11%
FNBOH
340
First National Bank of Hutchinson
Kansas
$44M -$1.14M -2,655 -3%
CCWA
341
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.8M +$2.1M +4,892 +5%
PSUF
342
People's United Financial
Connecticut
$43.6M -$1.41M -3,269 -3%
PA
343
Pinnacle Associates
New York
$43.5M +$422K +981 +1%
HWM
344
HighMark Wealth Management
Minnesota
$43.3M -$1.52M -3,539 -3%
SAM
345
Securian Asset Management
Minnesota
$43.2M – – –
NCM
346
Narwhal Capital Management
Georgia
$43.2M -$6.54M -15,207 -13%
MWM
347
MBE Wealth Management
Wisconsin
$43.2M +$5.97M +13,875 +16%
KPWG
348
KFA Private Wealth Group
Virginia
$43.1M +$836K +1,945 +2%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$42.8M -$3.44M -7,998 -7%
AIP
350
Ameritas Investment Partners
Nebraska
$42.5M +$1.6M +3,711 +4%
12 13
14
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