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

Top Sellers

1
Rafferty Asset Management
1
Rafferty Asset Management
New York
$68.6M
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
BlackRock
3
BlackRock
New York
$24.5B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.1B -$331M -922,051 -23%
Northern Trust
27
Northern Trust
Illinois
$1.08B +$77.3M +215,606 +8%
KeyBank National Association
28
KeyBank National Association
Ohio
$1.07B -$12.1M -33,718 -1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$1.07B +$20.9M +58,169 +2%
MERSOM
30
Municipal Employees' Retirement System of Michigan
Michigan
$930M -$359 -1 -0%
National Pension Service
31
National Pension Service
South Korea
$841M – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$826M +$51.6M +143,832 +7%
PFO
33
Pathstone Family Office
New Jersey
$820M +$414M +1,151,228 +102%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$787M +$90.6M +252,639 +13%
CPCM
35
Cornerstone Partners Capital Management
Virginia
$741M +$88.2M +245,919 +14%
CS
36
Credit Suisse
Switzerland
$697M +$7.82M +21,797 +1%
PAS
37
Park Avenue Securities
New York
$691M +$38.1M +106,304 +6%
CAM
38
Cresset Asset Management
Illinois
$679M -$28.7M -80,044 -4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$673M +$33.3M +92,884 +5%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$671M -$330M -921,306 -33%
Prudential Financial
41
Prudential Financial
New Jersey
$660M -$46.1M -127,369 -7%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$646M +$109M +302,614 +20%
HighTower Advisors
43
HighTower Advisors
Illinois
$637M +$41.6M +115,995 +7%
BA
44
Bridgewater Associates
Connecticut
$631M +$21.8M +60,709 +4%
MML Investors Services
45
MML Investors Services
Massachusetts
$630M +$67.8M +189,158 +12%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$624M +$58.8M +170,513 +10%
FHB
47
First Hawaiian Bank
Hawaii
$621M +$9.05M +25,238 +1%
B
48
Barings
North Carolina
$620M +$46.1M +128,649 +8%
AAS
49
Avantax Advisory Services
Texas
$617M +$24.2M +67,609 +4%
GT
50
Greenleaf Trust
Michigan
$611M +$7.77M +21,671 +1%
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