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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 %
OBGC
1926
O'Brien Greene & Co
Pennsylvania
$457K -$199K -462 -30%
SDWIA
1927
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$457K – – –
MAM
1928
McLean Asset Management
Virginia
$457K – – –
WFAG
1929
Wescott Financial Advisory Group
Pennsylvania
$456K +$456K +1,034 New
HCMG
1930
Howard Capital Management Group
California
$455K -$12K -28 -3%
MWM
1931
Moulton Wealth Management
Washington
$452K -$1.68M -3,904 -79%
RP
1932
Riverbridge Partners
Minnesota
$451K +$12.5K +29 +3%
AWP
1933
Abacus Wealth Partners
California
$450K +$450K +1,047 New
PHS
1934
Pekin Hardy Strauss
Illinois
$447K -$123K -286 -22%
RPSA
1935
Richard P. Slaughter Associates
Texas
$447K -$30.9K -72 -6%
SHA
1936
Seneca House Advisors
Virginia
$447K +$2.58K +6 +0.6%
WW
1937
Westshore Wealth
California
$446K – – –
LC
1938
Lindbrook Capital
California
$442K – – –
FAN
1939
Financial Advisors Network
California
$441K -$7.74K -18 -2%
FPB
1940
First PREMIER Bank
South Dakota
$441K – – –
CC
1941
Callan Capital
California
$439K – – –
FFWM
1942
Future Financial Wealth Management
Ohio
$439K – – –
LJAC
1943
L.J. Altfest & Co
New York
$439K +$860 +2 +0.2%
BC
1944
Brio Consultants
California
$436K -$37K -86 -8%
AA
1945
Auxano Advisors
Washington
$435K -$12K -28 -3%
SEEDPG
1946
S.E.E.D. Planning Group
New York
$434K -$9.46K -22 -2%
VPIM
1947
Vanguard Personalized Indexing Management
California
$434K +$43K +100 +11%
OHIS
1948
Oak Harvest Investment Services
Texas
$433K -$3.44K -8 -0.8%
BMD
1949
Better Money Decisions
New Mexico
$433K +$861 +2 +0.2%
KCPG
1950
Kavar Capital Partners Group
Kansas
$432K +$49.5K +115 +13%
76 77
78
79 80