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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 %
AAMC
676
Asset Allocation & Management Company
Illinois
$15M +$6.04M +14,061 +67%
WWM
677
Western Wealth Management
Colorado
$15M +$1.7M +3,952 +13%
UWPG
678
Ullmann Wealth Partners Group
Florida
$14.9M -$1.6M -3,711 -10%
HB
679
Homrich & Berg
Georgia
$14.8M -$453K -1,054 -3%
CPIG
680
Chicago Partners Investment Group
Illinois
$14.7M +$808K +1,824 +6%
BFM
681
Broadview Financial Management
Wisconsin
$14.5M -$312K -725 -2%
KPW
682
Kore Private Wealth
New York
$14.5M +$1.65M +3,840 +13%
VVP
683
Venture Visionary Partners
Ohio
$14.5M +$729K +1,695 +5%
AIA
684
Avalon Investment & Advisory
Texas
$14.5M +$926K +2,155 +7%
TPSF
685
Texas Permanent School Fund
Texas
$14.4M +$14.4M +33,540 New
BCM
686
BTC Capital Management
Iowa
$14.4M -$6.56M -15,270 -31%
SWA
687
Stratos Wealth Advisors
Ohio
$14.3M +$5.27M +12,260 +58%
CAC
688
Certified Advisory Corp
Florida
$14.3M +$68.8K +160 +0.5%
CAG
689
Crestwood Advisors Group
Massachusetts
$14.3M +$265K +616 +2%
SF
690
Synovus Financial
Georgia
$14.3M +$6.95M +16,159 +95%
AIM
691
Acropolis Investment Management
Missouri
$14.3M -$479K -1,115 -3%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$14.2M -$801K -1,862 -5%
HSWM
693
Hubbell Strickland Wealth Management
Louisiana
$14.2M -$46K -107 -0.3%
FIA
694
Foundations Investment Advisors
Arizona
$14.1M +$4.22M +9,658 +43%
FFS
695
Founders Financial Securities
Maryland
$14.1M +$321K +747 +2%
RWG
696
Regal Wealth Group
California
$13.9M +$2.15K +5 +0%
CL
697
Choreo LLC
Illinois
$13.8M -$152K -353 -1%
GWM
698
Gitterman Wealth Management
New Jersey
$13.7M -$24M -55,936 -64%
FCA
699
FLC Capital Advisors
California
$13.7M -$747K -1,738 -5%
SSW
700
Smith Shellnut Wilson
Mississippi
$13.7M -$1.58M -3,666 -10%
26 27
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