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iShares Core S&P 500 ETF
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Overview Fund Activity

3,000 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.98%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$18.3B
2
Marshall Wace
Marshall Wace
United Kingdom
$7.97B
3
Goldman Sachs
Goldman Sachs
New York
$8.61B
4
Millennium Management
Millennium Management
New York
$3.4B
5
Prudential Financial
Prudential Financial
New Jersey
$2.45B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.99B
2
Osaic Holdings
Osaic Holdings
Arizona
$1.91B
3
Bank of America
Bank of America
North Carolina
$7.44B
4
Allianz Asset Management
Allianz Asset Management
Germany
$37.5M
5
EW
Evoke Wealth
California
$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.89B +$49.8M +104,164 +3%
Mariner
27
Mariner
Kansas
$1.85B +$73.3M +153,430 +4%
National Pension Service
28
National Pension Service
South Korea
$1.72B +$235M +491,457 +16%
NMIFOAC
29
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.72B – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$1.58B +$58.3M +121,998 +4%
Asset Management One
31
Asset Management One
Japan
$1.52B +$4.85M +10,122 +0.3%
UBS Group
32
UBS Group
Switzerland
$1.51B +$96.2M +201,367 +7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.35B +$41.8M +87,567 +3%
MERSOM
34
Municipal Employees' Retirement System of Michigan
Michigan
$1.29B -$177M -370,671 -12%
KeyBank National Association
35
KeyBank National Association
Ohio
$1.28B +$51.7M +108,297 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.25B +$125M +261,491 +11%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.24B -$5.31M -11,111 -0.4%
PAS
38
Park Avenue Securities
New York
$1.19B +$91.9M +192,309 +8%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.16B +$96.8M +202,721 +9%
CIA
40
Choate Investment Advisors
Massachusetts
$1.16B +$203M +424,187 +21%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.13B +$95.9M +200,689 +9%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.13B +$1.13B +2,363,495 New
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$1.08B +$1.08B +2,270,385 New
HighTower Advisors
44
HighTower Advisors
Illinois
$1.05B +$34.1M +71,371 +3%
WANY
45
Wealthspire Advisors (New York)
New York
$1.02B +$64M +134,072 +7%
BA
46
Bridgewater Associates
Connecticut
$1.01B +$37.1M +77,662 +4%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$893M -$10M -20,993 -1%
GT
48
Greenleaf Trust
Michigan
$860M -$2.73M -5,726 -0.3%
B
49
Barings
North Carolina
$825M -$17.9M -37,439 -2%
Cerity Partners
50
Cerity Partners
New York
$818M +$114M +239,572 +16%
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