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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 %
RWI
951
Red Wave Investments
Pennsylvania
$8.31M -$631K -1,536 -7%
Fiera Capital (Canada)
952
Fiera Capital (Canada)
Quebec, Canada
$8.31M +$567K +1,379 +7%
WMP
953
Wealth Management Partners
Arizona
$8.27M +$43.6K +106 +0.5%
AI
954
Arrien Investments
Idaho
$8.24M +$8.24M +20,045 New
ABC
955
Associated Banc-Corp
Wisconsin
$8.23M +$19.3K +47 +0.2%
AAMC
956
Asset Allocation & Management Company
Illinois
$8.23M +$52.6K +128 +0.6%
GCM
957
Granby Capital Management
Florida
$8.22M – – –
HNW
958
High Note Wealth
Minnesota
$8.22M +$5.34K +13 +0.1%
MBT
959
Montecito Bank & Trust
California
$8.21M -$228K -555 -3%
BFA
960
BBJS Financial Advisors
Washington
$8.14M +$1.4M +3,401 +21%
CA
961
Cambridge Associates
Massachusetts
$8.13M -$5.51M -13,414 -40%
AWM
962
Axxcess Wealth Management
California
$8.1M +$875K +2,128 +12%
SAS
963
SMI Advisory Services
Indiana
$8.09M +$499K +1,300 +7%
VVP
964
Venture Visionary Partners
Ohio
$8.06M -$111K -269 -1%
PAG
965
Private Advisory Group
Washington
$8.02M -$113K -275 -1%
DFA
966
DHK Financial Advisors
New Hampshire
$8.01M – – –
BL
967
BFSG LLC
California
$8.01M -$180K -438 -2%
OP
968
ORG Partners
Indiana
$8.01M +$8.01M +19,419 New
DI
969
DFPG Investments
Utah
$8.01M +$5.28M +12,835 +193%
WJWM
970
Williams Jones Wealth Management
New York
$8.01M -$291K -707 -4%
BAM
971
Baldrige Asset Management
Pennsylvania
$7.97M +$107K +261 +1%
CWM
972
Connecticut Wealth Management
Connecticut
$7.95M +$4.78M +11,633 +151%
IMRF
973
Illinois Municipal Retirement Fund
Illinois
$7.93M -$740K -1,799 -9%
PPC
974
Park Place Capital
Alabama
$7.93M +$405K +986 +5%
BTWM
975
Baker Tilly Wealth Management
Wisconsin
$7.89M +$528K +1,284 +7%
37 38
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