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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 %
HCMT
501
Highland Capital Management (Tennessee)
Tennessee
$29.4M -$7.97M -19,390 -21%
BWA
502
BDO Wealth Advisors
Florida
$29.4M -$564K -1,372 -2%
TC
503
TownSquare Capital
Utah
$29.3M +$6.07M +14,764 +26%
JWCA
504
J.W. Cole Advisors
Florida
$29.2M -$3.46M -8,425 -11%
PA
505
Parallel Advisors
California
$29M +$2.79M +6,785 +11%
SIA
506
Sovereign Investment Advisors
Arizona
$28.9M +$117K +285 +0.4%
BWM
507
BCGM Wealth Management
Indiana
$28.9M -$2.55M -6,197 -8%
BFA
508
Beaumont Financial Advisors
Massachusetts
$28.9M -$1.35M -3,282 -4%
ICMARC
509
International City Management Association Retirement Corp
District of Columbia
$28.9M – – –
BFA
510
BMS Financial Advisors
South Dakota
$28.6M +$4.84M +11,776 +20%
BA
511
Bluesphere Advisors
Pennsylvania
$28.6M +$722K +1,757 +3%
AAMA
512
Advanced Asset Management Advisors
Ohio
$28.5M – – –
TGAM
513
TBH Global Asset Management
Tennessee
$28.3M -$3.75M -9,114 -12%
GIA
514
Gladstone Institutional Advisory
Florida
$28.3M +$4.26M +10,370 +18%
LL
515
LWMG LLC
Minnesota
$28.3M +$3.5M +8,511 +14%
WP
516
WealthShield Partners
North Carolina
$28.2M +$1.8M +4,390 +7%
CST
517
Charles Schwab Trust
Nevada
$28.2M -$2.02M -4,903 -7%
BWIA
518
Bryant Woods Investment Advisors
New York
$28.2M +$2.94M +7,162 +12%
RJT
519
Raymond James Trust
Florida
$28.1M +$1.12M +2,727 +4%
AWM
520
AAF Wealth Management
Massachusetts
$28.1M +$51.4K +125 +0.2%
EWA
521
Exencial Wealth Advisors
Oklahoma
$28.1M -$486K -1,183 -2%
RCM
522
Requisite Capital Management
Texas
$28M +$797K +1,938 +3%
LCOV
523
London Company of Virginia
Virginia
$27.9M -$11.3M -27,369 -29%
WS
524
Wedbush Securities
California
$27.8M +$1.79M +4,356 +7%
PFA
525
Pettinga Financial Advisors
Indiana
$27.8M -$16.6M -40,343 -37%
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