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iShares Core S&P 500 ETF
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Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
Osaic Holdings
Arizona
$1.76B
4
CCMG
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
$68.6M
2
SLI
Sumitomo Life Insurance
Japan
$0
3
BlackRock
BlackRock
New York
$24.5B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$61.2M -$18.2M -50,664 -23%
DADC
252
D.A. Davidson & Co
Montana
$61.1M +$577K +1,608 +1%
HFA
253
High Falls Advisors
New York
$61M +$266K +742 +0.4%
MA
254
Mutual Advisors
Nebraska
$61M +$6.8M +18,961 +13%
CWA
255
Core Wealth Advisors
Florida
$60.9M +$19.3M +53,793 +46%
WA
256
Wilshire Advisors
California
$60.9M -$1.89M -5,280 -3%
TLFA
257
True Link Financial Advisors
California
$60.8M +$3.26M +9,100 +6%
MB
258
MUFG Bank
Japan
$60.8M – – –
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$60.2M -$475K -1,325 -0.8%
CS
260
Comerica Securities
Michigan
$60M +$1.03M +2,863 +2%
MGIA
261
Moneta Group Investment Advisors
Missouri
$59.8M -$1.2M -3,352 -2%
TCM
262
Twele Capital Management
Minnesota
$59.6M -$2.14M -5,966 -3%
WBG
263
Wharton Business Group
Pennsylvania
$59M -$430K -1,200 -0.7%
RIS
264
Retirement Income Solutions
Michigan
$58.7M +$3.67M +10,074 +7%
GT
265
Glenmede Trust
Pennsylvania
$58.5M -$1.27M -3,530 -2%
BBHC
266
Brown Brothers Harriman & Co
New York
$58.1M +$11.7M +32,493 +25%
BWP
267
BSW Wealth Partners
Colorado
$57.9M +$975K +2,718 +2%
AFS
268
Amtrust Financial Services
New York
$57.7M – – –
BDF
269
Balasa Dinverno & Foltz
$57.6M -$1.7M -4,748 -3%
NL
270
NWAM LLC
Washington
$57.6M +$4.69M +13,064 +9%
PWA
271
Physician Wealth Advisors
Utah
$56.9M +$265K +699 +0.5%
LF
272
Lee Financial
Texas
$56.2M +$895K +2,495 +2%
P3I
273
Progeny 3 Inc
Washington
$56.2M -$42.5M -118,448 -43%
CI
274
Conning Inc
Connecticut
$56.1M -$158K -440 -0.3%
TIM
275
Tortoise Investment Management
New York
$56M -$554K -1,544 -1%
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