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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 %
AWA
1201
Authentikos Wealth Advisory
California
$4.29M +$4.29M +11,155 New
DA
1202
Doliver Advisors
Texas
$4.27M -$53K -129 -1%
BB
1203
Berkshire Bank
Massachusetts
$4.27M -$447K -1,087 -9%
WP
1204
Westmount Partners
California
$4.25M +$51.8K +126 +1%
SC
1205
Steph & Co
Wisconsin
$4.24M -$18.5K -45 -0.4%
MWPCG
1206
Measured Wealth Private Client Group
New Hampshire
$4.22M -$39.9K -97 -0.9%
WB
1207
West Bancorporation
Iowa
$4.2M -$91.7K -223 -2%
ASW
1208
Astoria Strategic Wealth
Texas
$4.2M +$148K +361 +4%
IUHSA
1209
Itau Unibanco Holding S.A.
Brazil
$4.18M +$4.18M +9,863 New
HIM
1210
Hanlon Investment Management
New Jersey
$4.17M -$63.3K -154 -1%
CCC
1211
Chelsea Counsel Company
California
$4.15M – – –
LFA
1212
Legacy Financial Advisors
Kentucky
$4.14M +$259K +630 +7%
PWA
1213
Peterson Wealth Advisors
Utah
$4.13M -$2.47K -6 -0.1%
FPAS
1214
Focus Partners Advisor Solutions
Missouri
$4.12M -$17.8M -43,274 -81%
WCM
1215
Windham Capital Management
Massachusetts
$4.11M -$22.6K -55 -0.5%
WPP
1216
Whalerock Point Partners
Rhode Island
$4.09M +$45.2K +110 +1%
AIA
1217
Armor Investment Advisors
North Carolina
$4.07M +$573K +1,395 +16%
CFO
1218
Colony Family Offices
North Carolina
$4.07M -$14.8K -36 -0.4%
SFM
1219
Signet Financial Management
New Jersey
$4.05M -$28.8K -70 -0.7%
PWP
1220
Private Wealth Partners
California
$4.04M +$442K +1,076 +12%
P
1221
&Partners
Tennessee
$4.04M +$292K +710 +8%
BBWP
1222
Beacon Bridge Wealth Partners
Pennsylvania
$4.03M +$1.42M +3,457 +54%
Betterment LLC
1223
Betterment LLC
New York
$4.03M -$2.8M -6,805 -41%
RW
1224
Rede Wealth
Virginia
$4.01M +$222K +541 +6%
RA
1225
Riversedge Advisors
Delaware
$4.01M +$769K +1,870 +24%
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