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iShares Core S&P 500 ETF
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Overview Fund Activity

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.67%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$2.1B
2
Millennium Management
Millennium Management
New York
+$1.68B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$653M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$512M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.54B
2
Bank of America
Bank of America
North Carolina
-$1.04B
3
JSTA
Japan Science & Technology Agency
Japan
-$961M
4
Citigroup
Citigroup
New York
-$750M
5
MYLI
Meiji Yasuda Life Insurance
Japan
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRA
1026
NSI Retail Advisors
Pennsylvania
$7.98M +$7.98M +17,900 New
IA
1027
IFG Advisory
Georgia
$7.92M +$222K +499 +3%
RDWM
1028
Red Door Wealth Management
Tennessee
$7.91M +$5.32M +11,929 +205%
BONH
1029
Bank of New Hampshire
New Hampshire
$7.91M +$395K +886 +5%
SCA
1030
Sandy Cove Advisors
Massachusetts
$7.87M +$1.24M +2,772 +19%
RW
1031
Regimen Wealth
Georgia
$7.84M +$456K +1,022 +6%
WWM
1032
Windsor Wealth Management
Indiana
$7.82M +$17.4K +39 +0.2%
AWM
1033
Axxcess Wealth Management
California
$7.8M -$985K -2,210 -11%
STA
1034
Summit Trail Advisors
New York
$7.77M -$99.8K -224 -1%
T
1035
TRUADVICE
Florida
$7.72M +$744K +1,660 +11%
REMPR
1036
Roof Eidam Maycock Peralta (REMP)
California
$7.67M +$1.08M +2,419 +16%
DI
1037
DAGCO Inc
Ohio
$7.67M +$251K +563 +3%
YIA
1038
YHB Investment Advisors
Connecticut
$7.65M +$88.7K +199 +1%
CWA
1039
Continuum Wealth Advisors
New York
$7.61M +$7.26M +16,286 +2,043%
NAG
1040
Northstar Advisory Group
New Jersey
$7.59M -$11.1M -24,948 -59%
BWM
1041
Boyd Wealth Management
California
$7.59M – – –
4WM
1042
4J Wealth Management
Virginia
$7.58M -$9.36K -21 -0.1%
MWM
1043
Merriman Wealth Management
Washington
$7.56M -$692K -1,552 -8%
BL
1044
BFSG LLC
California
$7.54M -$1.14M -2,568 -13%
IAG
1045
Investment Advisory Group
Massachusetts
$7.54M +$556K +1,247 +8%
CC
1046
Chicago Capital
Illinois
$7.52M -$5.35K -12 -0.1%
MWM
1047
Maripau Wealth Management
Indiana
$7.52M +$442K +992 +6%
AWA
1048
Aletheian Wealth Advisors
Washington
$7.51M -$535K -1,201 -7%
BWP
1049
Baldwin Wealth Partners
Massachusetts
$7.39M -$731K -1,639 -9%
TPWA
1050
TRUE Private Wealth Advisors
Oregon
$7.39M +$1.81M +4,059 +32%
40 41
42
43 44