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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 %
RW
1026
Regimen Wealth
Georgia
$6.92M +$245K +587 +4%
NRI
1027
NFP Retirement Inc
California
$6.92M +$603K +1,466 +10%
AFG
1028
Atomi Financial Group
New York
$6.91M +$6.91M +16,821 New
LA
1029
Latitude Advisors
Florida
$6.88M -$2.47M -6,008 -26%
IGWM
1030
ICA Group Wealth Management
Colorado
$6.87M -$1.32M -3,200 -16%
DI
1031
DAGCO Inc
Ohio
$6.84M -$5M -12,152 -42%
CWM
1032
Congress Wealth Management
Massachusetts
$6.83M -$4.61M -11,221 -40%
T
1033
TrueFG
Texas
$6.73M +$18.1K +44 +0.3%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$6.71M -$21.5M -52,242 -76%
MD
1035
Money Design
Japan
$6.69M +$351K +855 +6%
BCM
1036
Becker Capital Management
Oregon
$6.67M +$6.67M +16,214 New
NL
1037
NEPC LLC
Massachusetts
$6.66M +$2.47K +6 +0%
CRI
1038
Commonwealth Retirement Investments
Virginia
$6.63M +$152K +369 +2%
RTL
1039
Red Tortoise LLC
Georgia
$6.63M +$17.3K +42 +0.3%
PCP
1040
Proficio Capital Partners
Massachusetts
$6.62M -$184K -447 -3%
JIP
1041
Jaffetilchin Investment Partners
Florida
$6.61M -$97.8K -238 -1%
MOS
1042
MGO One Seven
Ohio
$6.57M +$992K +2,414 +18%
WCWM
1043
Wooster Corthell Wealth Management
Connecticut
$6.57M -$172K -418 -3%
WP
1044
WMS Partners
Maryland
$6.56M – – –
MWM
1045
Maripau Wealth Management
Indiana
$6.52M +$9.46K +23 +0.1%
T
1046
TRUADVICE
Florida
$6.5M +$168K +402 +3%
SB
1047
Simmons Bank
Arkansas
$6.47M +$134K +325 +2%
EI
1048
Ellevest Inc
New York
$6.47M +$237K +577 +4%
KC
1049
Kingfisher Capital
North Carolina
$6.47M -$337K -820 -5%
SFG
1050
Sunburst Financial Group
Alabama
$6.45M -$122K -297 -2%
40 41
42
43 44