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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 %
SAS
401
Sage Advisory Services
Texas
$35.6M -$9.06M -21,084 -20%
FWM
402
FFT Wealth Management
Pennsylvania
$35.5M -$992K -2,308 -3%
BSSFA
403
Baron Silver Stevens Financial Advisors
Florida
$35.3M +$537K +1,248 +2%
OFG
404
Oxford Financial Group
Indiana
$35.1M +$187K +434 +0.5%
MCWS
405
McKinley Carter Wealth Services
West Virginia
$34.8M +$740K +1,722 +2%
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.5M -$7.29M -16,968 -17%
CWG
407
Cornerstone Wealth Group
North Carolina
$34.5M -$2.15M -5,029 -6%
TGAM
408
TBH Global Asset Management
Tennessee
$34.3M +$1.95M +4,542 +6%
ST
409
Smithfield Trust
Pennsylvania
$33.9M -$127K -296 -0.4%
FCBT
410
First Citizens Bank & Trust
North Carolina
$33.9M -$175K -407 -0.5%
SPIA
411
Strategic Point Investment Advisors
Rhode Island
$33.7M +$1.85M +4,292 +6%
IWMA
412
Ironwood Wealth Management (Arizona)
Arizona
$33.5M +$707K +1,646 +2%
NEAM
413
New England Asset Management
Connecticut
$33.4M – – –
FCH
414
Freestone Capital Holdings
Washington
$33.2M -$727K -1,691 -2%
EWM
415
Evercore Wealth Management
New York
$33.1M -$269K -626 -0.8%
GF
416
Gries Financial
Ohio
$33M -$582K -1,321 -2%
SWMG
417
Strategic Wealth Management Group
Maryland
$33M +$5.16M +12,006 +19%
WCM
418
Windham Capital Management
Massachusetts
$33M -$1.37M -3,192 -4%
OWM
419
Orgel Wealth Management
Wisconsin
$32.9M +$2.34M +5,432 +8%
NL
420
NWAM LLC
Washington
$32.7M -$260K -605 -0.8%
BFA
421
Bluestem Financial Advisors
Illinois
$32.7M -$1.61M -3,743 -5%
Cerity Partners
422
Cerity Partners
New York
$32.7M +$2.1M +4,891 +7%
FHC
423
Fort Henry Capital
West Virginia
$32.3M +$100K +233 +0.3%
DE
424
Day & Ennis
Georgia
$32.3M +$462K +1,074 +1%
BOS
425
Bank of Stockton
California
$32.1M +$1.41M +3,283 +5%
15 16
17
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