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iShares Core S&P 500 ETF
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Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.57B
2
Wolverine Trading
Wolverine Trading
Illinois
+$2.73B
3
Morgan Stanley
Morgan Stanley
New York
+$2.27B
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$673M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
2
SC
Soundwatch Capital
Connecticut
-$985M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$894M
4
Millennium Management
Millennium Management
New York
-$662M
5
PG
Prostatis Group
Maryland
-$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
301
WhitTier Trust Company
Nevada
$66.3M +$859K +2,000 +1%
CS
302
Comerica Securities
Michigan
$65.8M -$4.2M -9,726 -6%
RFA
303
RTD Financial Advisors
Pennsylvania
$65.2M -$1.52M -3,537 -2%
Lido Advisors
304
Lido Advisors
California
$65.1M -$576K -1,342 -0.9%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$65M +$8.49M +16,572 +15%
CF
306
Cantor Fitzgerald
New York
$64.9M -$4.13M -9,624 -6%
WA
307
Wilshire Advisors
California
$64.9M -$2.61M -6,069 -4%
TCM
308
Twele Capital Management
Minnesota
$64.8M -$2.21M -5,156 -3%
Two Sigma Advisers
309
Two Sigma Advisers
New York
$64.7M +$34.6M +80,500 +115%
MHS
310
M Holdings Securities
Oregon
$64.6M +$16.1M +37,503 +33%
CC
311
Courier Capital
New York
$64.4M +$10.8M +25,107 +20%
FFN
312
Focus Financial Network
Minnesota
$64M +$11M +25,393 +21%
TIM
313
Tortoise Investment Management
New York
$63.9M -$815K -1,897 -1%
SAF
314
Smith Anglin Financial
Texas
$63.9M +$4.28M +9,969 +7%
CAM
315
Chandler Asset Management
California
$63.6M -$17.2K -40 -0%
PWA
316
Physician Wealth Advisors
Utah
$63.5M -$1.11M -2,559 -2%
WAG
317
Winthrop Advisory Group
Massachusetts
$62.4M +$3.18M +7,372 +5%
IAN
318
Integrated Advisors Network
Texas
$62.4M +$849K +1,978 +1%
ACM
319
Arcataur Capital Management
Wisconsin
$62.4M +$2.58M +6,016 +4%
CA
320
Clearstead Advisors
Ohio
$62.2M +$33.8M +78,595 +119%
KWMG
321
King Wealth Management Group
Florida
$62M +$1.36M +3,166 +2%
ONB
322
Old National Bancorp
Indiana
$62M -$463K -1,079 -0.7%
SFS
323
Summit Financial Strategies
Ohio
$60.7M -$1.16M -2,695 -2%
Mackenzie Financial
324
Mackenzie Financial
Ontario, Canada
$60.7M +$2.28M +5,387 +4%
SIRP
325
Shelter Insurance Retirement Plan
Missouri
$60.6M – – –
11 12
13
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