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iShares Core S&P 500 ETF
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Overview Fund Activity

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
UOMF
376
University of Massachusetts Foundation
Massachusetts
$45.3M – – –
RWP
377
RWA Wealth Partners
Massachusetts
$45.2M -$990K -2,409 -2%
SFS
378
Sowell Financial Services
Arkansas
$44.9M -$7.2M -17,503 -14%
KPWG
379
KFA Private Wealth Group
Virginia
$44.3M +$2.07M +5,024 +5%
IWM
380
Integris Wealth Management
California
$44.1M +$490K +1,193 +1%
OC
381
Oppenheimer & Co
New York
$43.9M -$850K -2,067 -2%
AL
382
Aspiriant LLC
California
$43.8M +$1.17M +2,837 +3%
PIM
383
Parker Investment Management
California
$43.8M -$577K -1,403 -1%
AIP
384
Ameritas Investment Partners
Nebraska
$43.7M +$1.03M +2,504 +2%
WA
385
Wealth Alliance
New York
$43.4M +$520K +1,265 +1%
ST
386
Smithfield Trust
Pennsylvania
$43.3M -$103K -251 -0.2%
UOWF
387
University of Wisconsin Foundation
Wisconsin
$43.3M +$43.3M +105,373 New
CFGS
388
Concourse Financial Group Securities
Alabama
$43.2M -$2.44M -5,936 -5%
WDL
389
Well Done LLC
Michigan
$43.1M -$89.6K -218 -0.2%
LWM
390
Liberty Wealth Management
California
$43.1M +$43.1M +104,546 New
EC
391
EdgeRock Capital
Colorado
$42.9M +$790K +1,921 +2%
FPGK
392
Financial Partners Group (Kansas)
Kansas
$42.6M +$304K +740 +0.7%
SL
393
SWMG LLC
Texas
$42.6M +$407K +990 +1%
GF
394
Gries Financial
Ohio
$42.5M -$3.99M -9,706 -9%
MWM
395
Mascoma Wealth Management
New Hampshire
$42.5M +$3.32M +7,951 +8%
DSA
396
Droms Strauss Advisors
Missouri
$42.5M -$1.25M -3,029 -3%
CB
397
Community Bank
New York
$42.2M -$369K -898 -0.9%
OFG
398
Oxford Financial Group
Indiana
$42.2M +$243K +592 +0.6%
KFSC
399
Keystone Financial Services (Colorado)
Colorado
$42.2M -$338K -823 -0.8%
PSCM
400
Per Stirling Capital Management
Texas
$42M -$11.5M -27,859 -21%
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