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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 %
KLCM
1501
KG&L Capital Management
Louisiana
$1.38M -$21.9K -51 -2%
WLPWM
1502
Walled Lake Planning & Wealth Management
Illinois
$1.38M +$27.5K +64 +2%
NEWAS
1503
N.E.W. Advisory Services
Wisconsin
$1.38M -$314K -731 -19%
PCMC
1504
Private Capital Management (Colorado)
Colorado
$1.37M -$9.89K -23 -0.7%
FPWM
1505
FSB Premier Wealth Management
Iowa
$1.37M -$692K -1,610 -34%
SAM
1506
Summit Asset Management
Tennessee
$1.37M -$32.2K -75 -2%
DLCIG
1507
D.L. Carlson Investment Group
New Hampshire
$1.37M – – –
CWM
1508
Cabot Wealth Management
Massachusetts
$1.37M -$122K -284 -8%
B
1509
Bellecapital
Switzerland
$1.37M – – –
CBT
1510
Capital Bank & Trust
California
$1.36M -$195K -454 -13%
BCM
1511
Brookmont Capital Management
Texas
$1.36M +$43K +100 +3%
XS
1512
XR Securities
Illinois
$1.36M +$1.36M +3,157 New
FBFS
1513
First Business Financial Services
Wisconsin
$1.36M – – –
CA
1514
Corrado Advisors
New Jersey
$1.35M +$6.45K +15 +0.5%
TA
1515
TrueWealth Advisors
Alabama
$1.35M +$230K +534 +20%
SCI
1516
Stableford Capital II
Arizona
$1.35M +$321K +747 +31%
SIS
1517
SVB Investment Services
Utah
$1.34M +$66.2K +154 +5%
SFG
1518
Sowa Financial Group
Rhode Island
$1.34M +$102K +237 +8%
TF
1519
TRH Financial
Iowa
$1.33M +$3.44K +8 +0.3%
MFG
1520
MidWestOne Financial Group
Iowa
$1.33M -$110K -257 -8%
TCOT
1521
Trust Company of Toledo
Ohio
$1.32M -$10.3K -24 -0.8%
RG
1522
Rathbones Group
United Kingdom
$1.32M – – –
TCBWMS
1523
Texas Capital Bank Wealth Management Services
Texas
$1.32M +$117K +271 +10%
HCA
1524
Harbour Capital Advisors
Virginia
$1.31M +$228K +531 +21%
NHC
1525
Nicholas Hoffman & Company
Georgia
$1.31M -$119K -278 -8%
59 60
61
62 63