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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 %
SFWA
1426
Summit Financial Wealth Advisors
Louisiana
$2.51M +$110K +267 +5%
AIC
1427
Ayalon Insurance Company
Israel
$2.51M +$509K +1,239 +26%
PG
1428
Prostatis Group
Maryland
$2.5M +$1.41M +3,419 +129%
CCM
1429
Chilton Capital Management
Texas
$2.5M +$329K +801 +15%
FC
1430
Financial Consulate
Maryland
$2.49M -$167K -407 -6%
CMP
1431
Courage Miller Partners
Virginia
$2.49M +$187K +456 +8%
VWM
1432
Vigilare Wealth Management
Arizona
$2.48M -$16.9K -41 -0.7%
ATWA
1433
Arbor Trust Wealth Advisors
Michigan
$2.48M +$411 +1 +0%
AFC
1434
Adaptive Financial Consulting
Ohio
$2.48M +$68.7K +167 +3%
AWAU
1435
Alliance Wealth Advisors (Utah)
Utah
$2.47M +$289K +704 +13%
CCM
1436
Cohen Capital Management
California
$2.47M -$537K -1,306 -18%
FWP
1437
FAS Wealth Partners
Kansas
$2.47M -$342K -831 -12%
AWM
1438
Alterna Wealth Management
Texas
$2.47M +$211K +513 +9%
GB
1439
Gunma Bank
Japan
$2.47M – – –
SPWM
1440
Straight Path Wealth Management
Michigan
$2.47M +$9.87K +24 +0.4%
BSWA
1441
Bromfield Sneider Wealth Advisors
Massachusetts
$2.46M +$205K +498 +9%
FWA
1442
FSM Wealth Advisors
Ohio
$2.46M -$223K -542 -8%
AUB
1443
Atlantic Union Bankshares
Virginia
$2.46M -$52.6K -128 -2%
SDWMA
1444
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.45M +$89.6K +218 +4%
OC
1445
Oakworth Capital
Alabama
$2.45M -$49.3K -120 -2%
CCP
1446
Clarkston Capital Partners
Michigan
$2.45M -$46.9K -114 -2%
WF
1447
Warner Financial
Maryland
$2.44M +$32.1K +78 +1%
DWM
1448
Drive Wealth Management
Utah
$2.44M +$1.52M +3,691 +164%
SWA
1449
Strata Wealth Advisors
Texas
$2.44M +$40.3K +98 +2%
CSIC
1450
Clifford Swan Investment Counsel
California
$2.43M -$92.9K -226 -4%
56 57
58
59 60