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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 %
OSNBOA
1726
Old Second National Bank of Aurora
Illinois
$774K – – –
NFC
1727
Northeast Financial Consultants
Connecticut
$770K – – –
RCG
1728
Rock Creek Group
District of Columbia
$769K -$468K -1,089 -38%
APP
1729
Avantax Planning Partners
Iowa
$769K +$46K +107 +6%
ADBIC
1730
A.D. Beadell Investment Counsel
Wisconsin
$769K +$769K +1,791 New
CTFG
1731
Capstone Triton Financial Group
Oklahoma
$762K -$113K -264 -13%
SWM
1732
Selective Wealth Management
Virginia
$761K -$171K -398 -18%
BC
1733
Burney Company
Virginia
$759K -$430 -1 -0.1%
BCM
1734
Beck Capital Management
Texas
$758K -$392K -911 -34%
SWM
1735
Southern Wealth Management
Texas
$753K +$4.89K +11 +0.7%
PCM
1736
Princeton Capital Management
New Jersey
$752K – – –
AMCA
1737
Arthur M. Cohen & Associates
Illinois
$745K -$10.3K -24 -1%
SVWAG
1738
Sound View Wealth Advisors Group
Georgia
$743K +$860 +2 +0.1%
SIA
1739
Stegner Investment Associates
Kentucky
$741K +$46K +107 +7%
CWA
1740
Clearview Wealth Advisors
Oregon
$740K -$618K -1,438 -46%
ZIM
1741
Zacks Investment Management
Illinois
$740K +$396K +922 +115%
FSG
1742
Financial Strategies Group
Michigan
$739K -$1.72K -4 -0.2%
TWM
1743
Trinity Wealth Management
Pennsylvania
$737K -$1.29K -3 -0.2%
MAA
1744
Matrix Asset Advisors
New York
$736K +$9.46K +22 +1%
CGH
1745
Crossmark Global Holdings
Texas
$729K – – –
1832 Asset Management
1746
1832 Asset Management
Ontario, Canada
$726K +$188K +437 +35%
JBA
1747
Johnson Bixby & Associates
Washington
$723K -$32.2K -73 -4%
BRA
1748
Biechele Royce Advisors
Indiana
$722K -$138K -320 -16%
BA
1749
Bridgewater Advisors
New York
$716K -$66.2K -154 -8%
TNBTD
1750
Trustmark National Bank Trust Department
Mississippi
$712K -$70.6K -164 -9%
68 69
70
71 72