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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 %
CCG
1901
Chatham Capital Group
Georgia
$490K – – –
TC
1902
Tatro Capital
Kentucky
$490K – – –
JFS
1903
JD Financial Services
Pennsylvania
$487K -$231K -538 -32%
BP
1904
BBR Partners
New York
$487K – – –
TAM
1905
Taurus Asset Management
New York
$486K – – –
BCMO
1906
Buckingham Capital Management (Ohio)
Ohio
$483K -$30.1K -70 -6%
KFS
1907
Kurt F. Somerville
$483K – – –
TAM
1908
Townsend Asset Management
North Carolina
$483K +$430 +1 +0.1%
Luther King Capital Management (LKCM)
1909
Luther King Capital Management (LKCM)
Texas
$480K -$464K – –
SW
1910
SlateStone Wealth
Florida
$479K – – –
MG
1911
MilWealth Group
Wisconsin
$479K – – –
PWA
1912
Providence Wealth Advisors
Illinois
$476K -$13.1K -30 -3%
LWP
1913
Legacy Wealth Planning
Nevada
$476K – – –
SC
1914
Searle & Co
Connecticut
$476K – – –
LRPA
1915
L. Roy Papp & Associates
Arizona
$474K +$430 +1 +0.1%
PWP
1916
Principle Wealth Partners
Connecticut
$472K +$1.29K +3 +0.3%
CAMG
1917
CWA Asset Management Group
Florida
$472K +$13.4K +31 +3%
IC
1918
Inscription Capital
Texas
$472K +$472K +1,097 New
HIMC
1919
Heritage Investors Management Corp
Maryland
$469K -$8.59K -20 -2%
ACM
1920
Alpha Capital Management
Texas
$468K -$108K -252 -19%
ZIG
1921
Zurich Insurance Group
Switzerland
$467K – – –
NFG
1922
Northeast Financial Group
Pennsylvania
$463K – – –
DI
1923
DFPG Investments
Utah
$461K +$22.3K +51 +5%
PCM
1924
Pointe Capital Management
Michigan
$460K – – –
SWA
1925
Sutton Wealth Advisors
Florida
$458K +$14.6K +34 +3%
75 76
77
78 79