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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 %
NAM
1426
NTV Asset Management
West Virginia
$1.73M -$20.2K -47 -1%
LWMM
1427
Legacy Wealth Management (Mississippi)
Mississippi
$1.72M – – –
LFG
1428
Larson Financial Group
Missouri
$1.72M -$25.8K -60 -1%
BCM
1429
Breiter Capital Management
Florida
$1.71M +$1.71M +3,983 New
Walleye Trading
1430
Walleye Trading
New York
$1.71M +$1.71M +3,979 New
KFI
1431
Key Financial Inc
Pennsylvania
$1.71M – – –
SFSIG
1432
San Francisco Sentry Investment Group
California
$1.71M +$1.29K +3 +0.1%
FSC
1433
Full Sail Capital
Oklahoma
$1.71M +$333K +774 +24%
QPWM
1434
Quadrant Private Wealth Management
Pennsylvania
$1.69M -$20.6K -48 -1%
IFWM
1435
Institute for Wealth Management
Colorado
$1.69M -$2.58M -5,993 -60%
NWA
1436
Navis Wealth Advisors
New York
$1.68M +$430 +1 +0%
MIM
1437
Montgomery Investment Management
Maryland
$1.68M – – –
MFM
1438
Mirsky Financial Management
New York
$1.67M +$833K +1,939 +99%
TCM
1439
Tufton Capital Management
Maryland
$1.66M +$17.2K +40 +1%
NCM
1440
Nelson Capital Management
California
$1.66M -$138K -320 -8%
SWMP
1441
Signature Wealth Management Partners
New Jersey
$1.65M +$355K +825 +27%
GSEP
1442
Golden State Equity Partners
California
$1.64M +$502K +1,167 +44%
OCM
1443
Orser Capital Management
Texas
$1.64M +$447K +1,040 +37%
W
1444
Wealthquest
Ohio
$1.64M -$64.9K -151 -4%
LK
1445
Lumbard & Kellner
New Hampshire
$1.64M -$57.6K -134 -3%
MSA
1446
Mason Street Advisors
Wisconsin
$1.63M +$1.63M +3,800 New
KAM
1447
Knightsbridge Asset Management
California
$1.63M +$71.4K +166 +5%
DACG
1448
Donor Advised Charitable Giving
California
$1.63M +$80.4K +187 +5%
MCG
1449
MACRO Consulting Group
New Jersey
$1.62M -$111K -258 -6%
BWA
1450
Bordeaux Wealth Advisors
California
$1.62M +$780K +1,813 +93%
56 57
58
59 60