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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 %
CCA
1226
Cobblestone Capital Advisors
New York
$2.86M -$106K -246 -4%
TFS
1227
Thoroughbred Financial Services
Tennessee
$2.86M +$323K +751 +13%
KOMWMG
1228
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.86M +$12.9K +30 +0.5%
UR
1229
USCA RIA
Texas
$2.85M +$41.3K +96 +1%
ZB
1230
Zions Bancorporation
Utah
$2.85M -$7.31K -17 -0.3%
BBPWM
1231
Blue Bell Private Wealth Management
Pennsylvania
$2.84M +$210K +489 +8%
OC
1232
Oakworth Capital
Alabama
$2.83M +$29.7K +69 +1%
VWM
1233
Vigilare Wealth Management
Arizona
$2.82M +$131K +305 +5%
EIP
1234
Ellis Investment Partners
Pennsylvania
$2.81M +$60.6K +141 +2%
M
1235
MOTCO
Texas
$2.8M +$185K +430 +7%
CPFP
1236
Clear Perspectives Financial Planning
Ohio
$2.78M -$16.8K -39 -0.6%
SCG
1237
Sonata Capital Group
Washington
$2.78M -$27.5K -64 -1%
EAM
1238
Evanson Asset Management
California
$2.78M -$1.59M -3,699 -36%
AF
1239
Affiance Financial
Minnesota
$2.77M -$15.9K -37 -0.6%
CWA
1240
Canvas Wealth Advisors
Kansas
$2.77M -$11.2K -26 -0.4%
VWM
1241
Valley Wealth Managers
New Jersey
$2.77M +$550K +1,278 +25%
AWM
1242
Aprio Wealth Management
Georgia
$2.76M +$2.76M +6,425 New
EWMCB
1243
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.76M +$116K +270 +4%
AIA
1244
Arcadia Investment Advisors
Idaho
$2.75M -$25.8K -60 -0.9%
IAS
1245
IMA Advisory Services
Colorado
$2.75M -$2.15K -5 -0.1%
RCWMU
1246
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.73M +$29.7K +69 +1%
OIM
1247
Opus Investment Management
Massachusetts
$2.72M – – –
MIFH
1248
Migdal Insurance & Financial Holdings
Israel
$2.71M +$2.69M +6,264 +14,914%
CT
1249
Columbia Trust
Oregon
$2.71M -$436K -1,015 -14%
NEPWA
1250
New England Private Wealth Advisors
Massachusetts
$2.71M +$533K +1,238 +24%
48 49
50
51 52