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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 %
SIC
1126
Salem Investment Counselors
North Carolina
$3.72M +$476K +1,107 +15%
VAS
1127
Vestmark Advisory Solutions
Massachusetts
$3.7M +$417K +970 +13%
WPC
1128
White Pine Capital
Minnesota
$3.69M +$336K +764 +10%
CI
1129
Cavalier Investments
Georgia
$3.69M +$477K +1,110 +15%
PFA
1130
Pure Financial Advisors
California
$3.69M -$16.8K -39 -0.5%
NAS
1131
Nicolet Advisory Services
Wisconsin
$3.68M -$53.3K -124 -1%
EA
1132
Emerald Advisors
Washington
$3.68M +$641K +1,490 +21%
FFW
1133
Fusion Family Wealth
New York
$3.67M -$1.4M -3,266 -28%
CG
1134
Cynosure Group
Utah
$3.67M +$281K +653 +8%
DAS
1135
Dynamic Advisor Solutions
Arizona
$3.66M +$151K +352 +4%
OPWM
1136
Oakwell Private Wealth Management
Texas
$3.65M -$835K -1,943 -19%
HA
1137
HYA Advisors
Missouri
$3.65M +$170K +396 +5%
TA
1138
Townsend & Associates
Colorado
$3.65M +$48.7K +111 +1%
MWP
1139
Meridian Wealth Partners
Pennsylvania
$3.64M +$255K +592 +8%
OFG
1140
OmniStar Financial Group
North Carolina
$3.61M -$43.4K -101 -1%
AI
1141
Axiom Investors
Connecticut
$3.61M -$1.29M -3,000 -26%
DWM
1142
Dakota Wealth Management
Florida
$3.59M +$415K +966 +13%
FPS
1143
Fieldpoint Private Securities
Connecticut
$3.58M – – –
BFC
1144
Bedel Financial Consulting
Indiana
$3.56M +$112K +260 +3%
MSAM
1145
Moloney Securities Asset Management
Missouri
$3.56M +$211K +491 +6%
LFF
1146
Level Four Financial
Texas
$3.55M -$56.7K -132 -2%
TPWA
1147
TRUE Private Wealth Advisors
Oregon
$3.54M +$1.19M +2,758 +50%
CWM
1148
Connecticut Wealth Management
Connecticut
$3.54M +$3.54M +8,240 New
SSWG
1149
Seven Springs Wealth Group
Tennessee
$3.52M -$18.5K -43 -0.5%
HCM
1150
Harvey Capital Management
Florida
$3.52M -$279K -648 -7%
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46
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