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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.

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
1
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.76B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
1
Rafferty Asset Management
New York
$68.6M
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
BlackRock
3
BlackRock
New York
$24.5B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$484K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$219M 610,934 +38,029 +7%
TI
102
Truepoint Inc
Ohio
$215M 600,539 +3,465 +0.6%
Comerica Bank
103
Comerica Bank
Texas
$210M 553,056 -14,127 -2%
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$207M 576,958 +13,371 +2%
UB
105
UMB Bank
Missouri
$207M 576,037 -6,894 -1%
EW
106
Evoke Wealth
California
$206M 574,811 +14,115 +3%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$206M 574,015 -1,705 -0.3%
MMI
108
Matson Money Inc
Ohio
$193M 538,775 +2,572 +0.5%
NA
109
NewEdge Advisors
Louisiana
$193M 537,308 +19,288 +4%
BBVA
110
Banco Bilbao Vizcaya Argentaria
Spain
$189M 529,106 -267,393 -34%
MSA
111
Mason Street Advisors
Wisconsin
$188M 525,350 +192,750 +58%
AWE
112
Avidian Wealth Enterprises
Texas
$186M 518,630 +41,351 +9%
PPFA
113
Provida Pension Fund Administrator
Chile
$185M 508,794 +184,625 +57%
CWM
114
Cahaba Wealth Management
Georgia
$182M 508,378 +16,369 +3%
NMIMC
115
Northwestern Mutual Investment Management Company
Wisconsin
$182M 507,700 -182,800 -26%
HHGA
116
Halbert Hargrove Global Advisors
California
$181M 505,167 +8,268 +2%
COCM
117
Charter Oak Capital Management
New Hampshire
$177M 492,589 -4,360 -0.9%
Wellington Management Group
118
Wellington Management Group
Massachusetts
$176M 490,151 -6,541 -1%
JC
119
JB Capital
Connecticut
$174M 486,074 +33,031 +7%
DWA
120
Divergent Wealth Advisors
Utah
$172M 480,000 -50,333 -9%
TLIC
121
Taiyo Life Insurance Company
Japan
$170M 474,975 – –
LIA
122
LBMC Investment Advisors
Tennessee
$170M 473,125 +422 +0.1%
CAN
123
Cetera Advisor Networks
California
$167M 465,739 +29,572 +7%
BP
124
Ballentine Partners
Massachusetts
$166M 463,483 +37,839 +9%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$165M 459,102 -684 -0.1%
3 4
5
6 7