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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 %
CCM
926
Canal Capital Management
Virginia
$7.44M -$704K -1,964 -9%
CFS
927
CRA Financial Services
New Jersey
$7.39M +$150K +417 +2%
GWMIA
928
Global Wealth Management Investment Advisory
Florida
$7.38M +$251K +699 +4%
DWM
929
Defined Wealth Management
Oregon
$7.38M +$604K +1,685 +9%
AWA
930
Arete Wealth Advisors
Illinois
$7.37M +$2.88M +8,033 +64%
CA
931
Continuum Advisory
Idaho
$7.36M +$3.89M +10,835 +112%
HPWM
932
Highland Private Wealth Management
Washington
$7.35M +$980K +2,733 +15%
MBT
933
Montecito Bank & Trust
California
$7.35M +$436K +1,217 +6%
ACM
934
Armbruster Capital Management
New York
$7.32M +$2.28M +6,350 +45%
IA
935
IFG Advisory
Georgia
$7.28M -$565K -1,576 -7%
MCM
936
Maple Capital Management
Vermont
$7.28M +$4M +10,078 +122%
RWI
937
Red Wave Investments
Pennsylvania
$7.24M -$36.6K -102 -0.5%
IAA
938
Independent Advisor Alliance
North Carolina
$7.23M +$47.3K +132 +0.7%
PAG
939
Private Advisory Group
Washington
$7.22M -$1.24M -3,453 -15%
VCM
940
Vivaldi Capital Management
Illinois
$7.22M +$35.7K +98 +0.5%
WJWM
941
Williams Jones Wealth Management
New York
$7.22M -$187K -522 -3%
HG
942
Harbor Group
New Hampshire
$7.19M +$694K +1,935 +11%
CTC
943
Central Trust Company
Missouri
$7.18M +$10.8K +30 +0.2%
GCM
944
Granby Capital Management
Florida
$7.17M – – –
ABC
945
Associated Banc-Corp
Wisconsin
$7.16M +$178K +495 +3%
AAMC
946
Asset Allocation & Management Company
Illinois
$7.14M – – –
SAS
947
SMI Advisory Services
Indiana
$7.09M +$134K +374 +2%
BIP
948
Blueprint Investment Partners
North Carolina
$7.07M +$80.7K +225 +1%
HCM
949
Hengehold Capital Management
Ohio
$7.05M +$512K +1,428 +8%
PA
950
PFG Advisors
Arizona
$7.04M +$7.04M +19,624 New
36 37
38
39 40