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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
+$1.34B
2
Victory Capital Management
Victory Capital Management
Texas
+$1.31B
3
Squarepoint
Squarepoint
New York
+$1.09B
4
CS
Credit Suisse
Switzerland
+$847M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$635M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$3.04B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$774M
3
Wells Fargo
Wells Fargo
California
-$704M
4
FCAS
First Command Advisory Services
Texas
-$428M
5
NB
Norinchukin Bank
Japan
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
376
Kelly Financial Services
Massachusetts
$39.3M +$39.3M +16,877,131 +42,790%
Fidelity International
377
Fidelity International
Bermuda
$39M +$11.2M +26,046 +40%
CPO
378
Cerity Partners OCIO
New York
$38.7M +$997K +2,319 +3%
CFC
379
Coyle Financial Counsel
Illinois
$38.3M +$1.9M +4,427 +5%
LWA
380
Lineweaver Wealth Advisors
Ohio
$38.3M +$1.77M +4,120 +5%
WWM
381
Wiser Wealth Management
Georgia
$38.2M +$2.42M +5,637 +7%
CSWG
382
Cardinal Strategic Wealth Guidance
Kentucky
$38.2M +$2.12M +4,929 +6%
MWC
383
MKD Wealth Coaches
Michigan
$38.1M +$10.3K +24 +0%
HNB
384
Huntington National Bank
Ohio
$37.9M +$37.9M +8,204 New
FIG
385
Freed Investment Group
Massachusetts
$37.8M -$97.6K -227 -0.3%
TCM
386
TD Capital Management
Tennessee
$37.8M +$257K +597 +0.7%
I
387
INVST
Indiana
$37.7M +$24.5M +56,498 +185%
UOMF
388
University of Massachusetts Foundation
Massachusetts
$37.6M +$37.6M +87,539 New
JWCA
389
J.W. Cole Advisors
Florida
$37.5M +$2.44M +5,666 +7%
BA
390
Bellwether Advisors
Nebraska
$37.4M +$2.15K +5 +0%
SCA
391
Stonebridge Capital Advisors
Minnesota
$37M +$18.9M +45,516 +104%
SHGA
392
Sand Hill Global Advisors
California
$37M +$1.29M +2,996 +4%
CWM
393
Cranbrook Wealth Management
Michigan
$36.7M +$1.04M +2,426 +3%
SHJ
394
Sharkey, Howes & Javer
Colorado
$36.5M +$4.64M +10,802 +15%
PI
395
Pachira Investments
California
$36.2M -$1.05M -2,444 -3%
FPGK
396
Financial Partners Group (Kansas)
Kansas
$36.2M +$2.22M +5,164 +7%
CA
397
Cornerstone Advisory
Maryland
$36.1M +$1.25M +2,910 +4%
MA
398
MCF Advisors
Kentucky
$35.9M +$7.61M +17,696 +27%
FM
399
Freemont Management
Switzerland
$35.7M +$35.7M +83,130 New
MCM
400
MV Capital Management
Maryland
$35.7M +$7.2M +16,757 +25%
14 15
16
17 18