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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 %
KTA
451
Keeley-Teton Advisors
Illinois
$29.5M -$127K -296 -0.4%
CFA
452
Carroll Financial Associates
North Carolina
$29.4M +$451K +1,049 +2%
TFS
453
TrustCore Financial Services
Tennessee
$29.3M -$1.47M -3,417 -5%
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
$29.2M +$2.23M +5,186 +8%
RCM
455
Rain Capital Management
Oregon
$29.1M -$215K -499 -0.7%
MSWMA
456
Market Street Wealth Management Advisors
Indiana
$29M +$853K +1,983 +3%
IWP
457
IAG Wealth Partners
Wisconsin
$29M -$1.08M -2,502 -4%
SC
458
Schoolcraft Capital
Colorado
$28.9M -$561K -1,305 -2%
SA
459
Stewardship Advisors
Pennsylvania
$28.8M +$249K +579 +0.9%
Sumitomo Mitsui Trust Group
460
Sumitomo Mitsui Trust Group
Japan
$28.7M -$4.03M -9,365 -12%
EWA
461
EP Wealth Advisors
California
$28.7M +$59.8K +139 +0.2%
CA
462
Centerpoint Advisors
Massachusetts
$28.6M +$852K +1,982 +3%
PA
463
Parallel Advisors
California
$28.5M +$1.05M +2,449 +4%
RFP
464
Roth Financial Partners
Texas
$28.4M -$543K -1,262 -2%
VWA
465
Visionary Wealth Advisors
Illinois
$28.3M -$1.03M -2,402 -4%
GL
466
Graypoint LLC
New York
$28.2M +$3.41M +7,932 +14%
HMC
467
Harvard Management Company
Massachusetts
$28.1M -$74.8K -174 -0.3%
SMC
468
Smith, Moore & Co
Missouri
$27.8M +$2.04M +4,742 +8%
FWM
469
Fairhaven Wealth Management
Illinois
$27.8M +$372K +865 +1%
SG
470
StoneX Group
New York
$27.8M +$1.4M +3,249 +5%
SHIM
471
Stone House Investment Management
Pennsylvania
$27.7M -$5.08M -11,815 -16%
IA
472
IFS Advisors
Kansas
$27.5M -$12.2M -28,378 -31%
Macquarie Group
473
Macquarie Group
Australia
$27.4M +$27.4M +63,791 New
HI
474
Horizon Investments
North Carolina
$27.4M +$14M +32,680 +105%
NPF
475
Norris Perne & French
Michigan
$27.4M +$785K +1,826 +3%
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