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iShares Core S&P 500 ETF
IVV

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 %
NB
2476
NBT Bank
New York
$243K – – –
RWA
2477
Rainsberger Wealth Advisors
Colorado
$240K – – –
KWM
2478
KFG Wealth Management
Indiana
$240K -$2.49K -6 -1%
TA
2479
TFB Advisors
Kansas
$237K +$237K +577 New
CG
2480
CFO4Life Group
Texas
$237K +$237K +576 New
DK
2481
David Kennon
Florida
$237K +$237K +576 New
OFG
2482
Orcam Financial Group
California
$236K – – –
FA
2483
Financial Alternatives
California
$236K – – –
SGWM
2484
Sterling Group Wealth Management
California
$236K – – –
WIM
2485
Westside Investment Management
California
$235K -$4.94K -12 -2%
LCM
2486
LVM Capital Management
Michigan
$235K – – –
CWM
2487
Compass Wealth Management
Connecticut
$234K – – –
TBC
2488
Ted Buchan & Co
California
$233K – – –
TSWM
2489
Triangle Securities Wealth Management
North Carolina
$233K -$8.22K -20 -3%
EP
2490
EPIQ Partners
Minnesota
$231K -$137K -333 -37%
AWMNH
2491
Arcadia Wealth Management (New Hampshire)
New Hampshire
$231K +$231K +561 New
LG
2492
LaFleur & Godfrey
Michigan
$230K – – –
BWL
2493
Beacon Wealthcare LLC
North Carolina
$228K – – –
SAM
2494
SP Asset Management
California
$228K – – –
CFA
2495
Compass Financial Advisors
Indiana
$227K – – –
LWM
2496
Ledge Wealth Management
Minnesota
$227K +$227K +552 New
ONST
2497
Old North State Trust
North Carolina
$226K – – –
UCI
2498
Uncommon Cents Investing
Wisconsin
$226K – – –
TNAM
2499
Terra Nova Asset Management
New York
$225K +$822 +2 +0.4%
JWM
2500
JFG Wealth Management
Colorado
$224K -$1.35M -3,279 -86%
98 99
100
101 102