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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
Envestnet Asset Management
Illinois
+$1.7B
2
Goldman Sachs
Goldman Sachs
New York
+$1.68B
3
Osaic Holdings
Osaic Holdings
Arizona
+$632M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$465M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$441M

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
-$1.54B
2
SLI
Sumitomo Life Insurance
Japan
-$1.07B
3
BlackRock
BlackRock
New York
-$826M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$538M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
576
Financial Management Network
California
$20.1M +$1.6M +4,211 +9%
JWA
577
JFS Wealth Advisors
Pennsylvania
$20M +$802K +2,236 +4%
National Bank of Canada
578
National Bank of Canada
Quebec, Canada
$20M +$1.12M +2,828 +6%
AWM
579
Avondale Wealth Management
Texas
$20M +$1.51M +4,198 +8%
FTS
580
Fifth Third Securities
Ohio
$19.8M +$417K +1,164 +2%
1WM
581
1900 Wealth Management
Texas
$19.8M +$1.78M +4,977 +10%
TC
582
Trilogy Capital
California
$19.8M -$4.88M -13,620 -20%
RWA
583
Ropes Wealth Advisors
Massachusetts
$19.7M +$1.23M +3,434 +7%
BAAM
584
Baker Avenue Asset Management
California
$19.7M -$12.9K -36 -0.1%
FA
585
FDx Advisors
Illinois
$19.6M +$5.23M +14,571 +36%
GCA
586
Gradient Capital Advisors
California
$19.6M -$748K -2,085 -4%
CA
587
Clearstead Advisors
Ohio
$19.4M -$1.32M -3,677 -6%
RA
588
Riverstone Advisors
Texas
$19.4M -$75.3K -210 -0.4%
LNB
589
Ledyard National Bank
$19.4M +$831K +2,317 +4%
ES
590
ETF Store
Kansas
$19.2M +$535K +1,493 +3%
TC
591
Telemus Capital
Michigan
$19.2M +$1.34M +3,743 +8%
IWP
592
IAG Wealth Partners
Wisconsin
$19M -$874K -2,437 -4%
MMA
593
Miracle Mile Advisors
California
$19M -$1.35M -3,769 -7%
BA
594
Ballew Advisors
Mississippi
$19M +$1.89M +5,216 +11%
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$18.9M -$8.79M -24,500 -32%
IC
596
IEQ Capital
California
$18.8M +$1.62M +4,504 +9%
WCM
597
Windsor Capital Management
Arizona
$18.8M +$827K +2,305 +5%
FG
598
Foster Group
Iowa
$18.7M +$355K +989 +2%
SC
599
Savant Capital
Illinois
$18.4M +$608K +1,696 +3%
BOC
600
Bull Oak Capital
California
$18.4M +$3.45M +9,607 +23%
22 23
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