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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 %
LB
1326
Leo Brokerage
Texas
$3.18M +$3.18M +7,731 New
HBWM
1327
Hollow Brook Wealth Management
New York
$3.16M – – –
MIFH
1328
Migdal Insurance & Financial Holdings
Israel
$3.16M +$486K +1,201 +18%
VWM
1329
Valley Wealth Managers
New Jersey
$3.16M -$37K -90 -1%
BWM
1330
BerganKDV Wealth Management
Minnesota
$3.16M -$18.5K -45 -0.6%
ACM
1331
Absolute Capital Management
Pennsylvania
$3.15M +$608K +1,479 +24%
M
1332
MOTCO
Texas
$3.14M -$9.87K -24 -0.3%
WWP
1333
WR Wealth Planners
Missouri
$3.13M +$10.3K +25 +0.3%
BCM
1334
Birmingham Capital Management
Alabama
$3.13M – – –
TH
1335
TCTC Holdings
Texas
$3.13M +$39.1K +95 +1%
EIP
1336
Ellis Investment Partners
Pennsylvania
$3.13M +$29.6K +72 +1%
KFS
1337
Kurt F. Somerville
$3.11M – – –
SF
1338
Symphony Financial
Texas
$3.11M -$1.72M -4,242 -36%
FWTB
1339
First Western Trust Bank
Colorado
$3.1M -$828K -2,015 -21%
Parallax Volatility Advisers
1340
Parallax Volatility Advisers
California
$3.1M -$5.97M -14,534 -66%
JEST
1341
JTC Employer Solutions Trustee
Jersey
$3.08M -$75.2K -183 -2%
JGIA
1342
Jackson Grant Investment Advisers
Connecticut
$3.06M -$115K -280 -4%
AWA
1343
Alta Wealth Advisors
Massachusetts
$3.06M -$16K -39 -0.5%
NHC
1344
Nicholas Hoffman & Company
Georgia
$3.05M -$90.8K -221 -3%
GA
1345
GFS Advisors
Texas
$3.05M +$103K +250 +3%
WCG
1346
Weaver Consulting Group
California
$3.01M -$41.9K -102 -1%
DI
1347
Disciplined Investments
Oklahoma
$3.01M -$169K -410 -5%
ARC
1348
Advisor Resource Council
Texas
$3.01M +$3.01M +7,311 New
RFG
1349
Range Financial Group
Oregon
$3.01M -$81.4K -198 -3%
MWM
1350
Marietta Wealth Management
Georgia
$2.99M -$1.69M -4,111 -36%
52 53
54
55 56