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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 %
MWM
676
Modera Wealth Management
New Jersey
$17.9M -$1.5M -3,638 -8%
NCM
677
Next Capital Management
New York
$17.8M -$15.6K -38 -0.1%
IIC
678
Integrated Investment Consultants
Michigan
$17.8M -$16.9K -41 -0.1%
HWA
679
Hilltop Wealth Advisors
North Carolina
$17.8M +$637K +1,550 +4%
PIAS
680
PCA Investment Advisory Services
Ohio
$17.8M +$17.8M +43,227 New
SC
681
Scotia Capital
Ontario, Canada
$17.7M -$1.46M -3,545 -8%
JFG
682
JMG Financial Group
Illinois
$17.5M -$9.46K -23 -0.1%
SFA
683
Source Financial Advisors
New York
$17.5M +$3.82M +9,294 +28%
WDG
684
Wealth Dimensions Group
Ohio
$17.4M +$250K +609 +1%
NAG
685
Northstar Advisory Group
New Jersey
$17.3M +$13.8M +33,587 +400%
FCI
686
Financial Counselors Inc
Kansas
$17.2M -$666K -1,620 -4%
SIA
687
Soltis Investment Advisors
Utah
$17M -$527K -1,283 -3%
MWP
688
Moller Wealth Partners
$17M +$533K +1,296 +3%
EWM
689
Evermay Wealth Management
Virginia
$17M +$343K +835 +2%
SWMG
690
Sanchez Wealth Management Group
Florida
$16.9M -$129K -313 -0.8%
RWMH
691
Riverpoint Wealth Management Holdings
Illinois
$16.8M -$52.6K -128 -0.3%
OCM
692
One Capital Management
California
$16.8M +$989K +2,406 +6%
USAA
693
United Services Automobile Association
Texas
$16.8M -$4.22M -10,261 -20%
SF
694
Summit Financial
New Jersey
$16.7M +$277K +674 +2%
BWP
695
Bernardo Wealth Planning
Pennsylvania
$16.6M +$441K +1,072 +3%
SF
696
Synovus Financial
Georgia
$16.6M -$305K -741 -2%
MFC
697
Morris Financial Concepts
South Carolina
$16.6M +$745K +1,812 +5%
ATPW
698
Ashton Thomas Private Wealth
Arizona
$16.5M +$4.91M +11,936 +42%
VC
699
Vestor Capital
Illinois
$16.5M +$407K +990 +3%
SP
700
SWS Partners
Ohio
$16.4M +$1.88M +4,585 +13%
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