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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 %
Retirement Systems of Alabama
776
Retirement Systems of Alabama
Alabama
$13.3M -$28.8K -70 -0.2%
BAM
777
Belpointe Asset Management
Nevada
$13.2M +$5.53M +13,455 +72%
BWCS
778
Beirne Wealth Consulting Services
Connecticut
$13.2M -$311K -757 -2%
TC
779
TAGStone Capital
North Carolina
$13.2M -$39.9K -97 -0.3%
SCA
780
Southern Capital Advisors
Tennessee
$13.2M +$487K +1,184 +4%
GVAG
781
Great Valley Advisor Group
Delaware
$13M -$39.1K -95 -0.3%
DPI
782
Diversified Portfolios Inc
Michigan
$13M +$971K +2,361 +8%
SAG
783
SageView Advisory Group
California
$13M -$2.52M -6,138 -16%
TNB
784
Thomasville National Bank
Georgia
$12.9M -$543K -1,321 -4%
JFG
785
JDM Financial Group
Texas
$12.9M -$580K -1,412 -4%
SFG
786
StrategIQ Financial Group
Indiana
$12.9M -$102K -247 -0.8%
CFO
787
CVA Family Office
Colorado
$12.8M -$41.9K -102 -0.3%
PGFC
788
Peapack-Gladstone Financial Corp
New Jersey
$12.7M +$289K +703 +2%
AMG
789
Asset Management Group
Connecticut
$12.6M +$179K +435 +1%
PBO
790
Peoples Bank (Ohio)
Ohio
$12.6M -$222K -539 -2%
OWA
791
One Wealth Advisors
California
$12.6M +$618K +1,504 +5%
CIAS
792
CFS Investment Advisory Services
New Jersey
$12.6M +$12.6M +30,561 New
AWM
793
Avaii Wealth Management
Wisconsin
$12.5M +$640K +1,557 +5%
AR
794
Apeiron RIA
Texas
$12.5M +$1.4M +3,397 +13%
BFM
795
Broadview Financial Management
Wisconsin
$12.5M -$9.46K -23 -0.1%
PCM
796
Pennsylvania Capital Management
Pennsylvania
$12.4M -$60.8K -148 -0.5%
SSW
797
Smith Shellnut Wilson
Mississippi
$12.4M -$153K -373 -1%
CWC
798
Carolinas Wealth Consulting
North Carolina
$12.3M -$316K -768 -2%
DS
799
DRW Securities
Illinois
$12.3M +$12.3M +29,944 New
WC
800
Waterloo Capital
Texas
$12.3M +$12.3M +29,884 New
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