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iShares Core S&P 500 ETF
IVV

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 %
DC
226
Deere & Company
Illinois
$97.9M – – –
SHJ
227
Sharkey, Howes & Javer
Colorado
$97.9M +$9.84M +22,066 +11%
TLFA
228
True Link Financial Advisors
California
$97.9M +$20M +44,933 +26%
HS
229
Horan Securities
United States
$95.5M +$2.16M +4,837 +2%
AF
230
Allworth Financial
California
$94.2M -$17.8M -40,030 -16%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$93.7M +$2.22M +4,986 +2%
SWM
232
SigFig Wealth Management
California
$93.2M +$93.2M +211,662 New
MA
233
Mutual Advisors
Nebraska
$92M +$3.44M +7,717 +4%
GWM
234
Geneos Wealth Management
Colorado
$91M +$22.3M +50,059 +32%
Two Sigma Investments
235
Two Sigma Investments
New York
$90.9M +$90.9M +203,910 New
RIS
236
Retirement Income Solutions
Michigan
$90.6M +$3.29M +7,380 +4%
CAL
237
Capital Analysts LLC
Pennsylvania
$90M +$612K +1,372 +0.7%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88M -$6.54M -14,674 -7%
LF
239
Lee Financial
Texas
$86.9M +$12.1M +27,159 +16%
SWP
240
Stratos Wealth Partners
Ohio
$86.8M +$4.27M +9,578 +5%
SIM
241
SSI Investment Management
California
$86.6M +$6.54M +14,666 +8%
CCFCSB
242
Cape Cod Five Cents Savings Bank
Massachusetts
$86.2M +$178K +400 +0.2%
FHA
243
First Horizon Advisors
Tennessee
$86.1M -$2.12M -4,766 -2%
GC
244
Grimes & Company
Massachusetts
$85.7M +$2.07M +4,647 +2%
DADC
245
D.A. Davidson & Co
Montana
$84.3M +$10.2M +22,825 +14%
DWM
246
Dechtman Wealth Management
Colorado
$84.3M +$84.3M +189,043 New
SAM
247
Satovsky Asset Management
New York
$83.4M -$1.91M -4,292 -2%
Wolverine Trading
248
Wolverine Trading
Illinois
$82.8M +$82.8M +188,097 New
GW
249
GW & Wade
Massachusetts
$82.5M +$17.8M +39,948 +28%
Ensign Peak Advisors
250
Ensign Peak Advisors
Utah
$82.4M -$37.8M -84,743 -31%
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