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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 %
RC
1151
Roundview Capital
New Jersey
$3.5M +$206K +478 +6%
MWM
1152
Madison Wealth Management
Ohio
$3.5M -$7.31K -17 -0.2%
CS
1153
Capital Square
Tennessee
$3.49M +$35.8K +82 +1%
DWM
1154
Darwin Wealth Management
Florida
$3.49M +$2.6M +6,048 +291%
MPM
1155
Meritage Portfolio Management
Kansas
$3.47M -$14.6K -34 -0.4%
WG
1156
Welch Group
Alabama
$3.46M -$42.1K -98 -1%
SMG
1157
Smart Money Group
Texas
$3.41M -$204K -658 -6%
CI
1158
Clal Insurance
Israel
$3.41M +$3.12M +7,248 +1,047%
DI
1159
Disciplined Investments
Oklahoma
$3.41M +$41.7K +97 +1%
SWP
1160
Summit Wealth Partners
Florida
$3.4M -$212K -494 -6%
AIP
1161
Almanack Investment Partners
Pennsylvania
$3.4M +$2.55M +5,936 +302%
FPTW
1162
Franklin, Parlapiano, Turner & Welch
Texas
$3.39M -$31K -72 -0.9%
CC
1163
Cedar Capital
Illinois
$3.39M +$2.79M +6,486 +465%
NWM
1164
Northwest Wealth Management
Iowa
$3.39M -$496K -1,154 -13%
OFS
1165
Oldfather Financial Services
Nebraska
$3.38M +$1.78K +4 +0.1%
CPIA
1166
Cornell Pochily Investment Advisors
New York
$3.38M -$27.5K -64 -0.8%
AW
1167
ACG Wealth
Georgia
$3.38M -$2.21M -5,143 -40%
VAM
1168
Verity Asset Management
North Carolina
$3.36M +$151K +351 +5%
CFO
1169
Collective Family Office
Pennsylvania
$3.35M +$20.6K +48 +0.6%
JAG
1170
Journey Advisory Group
Kentucky
$3.33M +$16.8K +39 +0.5%
APC
1171
Asset Planning Corporation
Tennessee
$3.31M +$77K +179 +2%
HIMCH
1172
Hartford Investment Management Co (HIMCO)
Connecticut
$3.3M +$1.17M +2,721 +55%
SF
1173
Symphony Financial
Texas
$3.29M +$3.29M +7,661 New
TFP
1174
Triune Financial Partners
Kansas
$3.29M +$3.29M +7,645 New
WF
1175
Welch & Forbes
Massachusetts
$3.29M +$1.65M +3,840 +101%
45 46
47
48 49