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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
$7.68B
2
Wolverine Trading
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
Morgan Stanley
New York
$7.55B
4
Marshall Wace
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14B
2
SC
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
Millennium Management
New York
$1.19B
5
PG
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$1.6B +$71.9M +167,411 +5%
NMIFOAC
27
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.54B – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.37B +$197M +459,832 +17%
Asset Management One
29
Asset Management One
Japan
$1.36B +$508K +1,184 +0%
National Pension Service
30
National Pension Service
South Korea
$1.33B +$345M +807,526 +35%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$1.32B +$101M +235,198 +8%
UBS Group
32
UBS Group
Switzerland
$1.27B +$36.8M +85,692 +3%
Millennium Management
33
Millennium Management
New York
$1.19B -$662M -1,540,654 -36%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.17B +$73.9M +171,990 +7%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.12B +$22.3M +51,925 +2%
KeyBank National Association
36
KeyBank National Association
Ohio
$1.11B -$20.7M -48,253 -2%
Prudential Financial
37
Prudential Financial
New Jersey
$1.08B -$27.1M -63,008 -2%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.02B +$134M +312,846 +15%
PAS
39
Park Avenue Securities
New York
$991M +$143M +333,452 +17%
PFO
40
Pathstone Family Office
New Jersey
$979M +$535M +1,246,434 +121%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$956M +$12.6M +29,262 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$930M +$95.7M +222,883 +11%
HighTower Advisors
43
HighTower Advisors
Illinois
$911M +$82.2M +191,545 +10%
BA
44
Bridgewater Associates
Connecticut
$878M +$13.4M +31,144 +2%
CIA
45
Choate Investment Advisors
Massachusetts
$859M +$28.8M +66,950 +3%
WANY
46
Wealthspire Advisors (New York)
New York
$856M +$26.1M +60,754 +3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$812M +$2.67M +6,217 +0.3%
GT
48
Greenleaf Trust
Michigan
$775M +$11.7M +27,235 +2%
B
49
Barings
North Carolina
$758M -$30.3M -70,577 -4%
CPCM
50
Cornerstone Partners Capital Management
Virginia
$751M -$60.3M -140,350 -7%
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