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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 %
PD
2476
Planning Directions
Pennsylvania
$278K +$446 +1 +0.2%
SWM
2477
Silverlake Wealth Management
Vermont
$277K +$4.46K +10 +2%
TFA
2478
Toth Financial Advisory
Virginia
$276K +$50.8K +114 +23%
EL
2479
EWA LLC
Pennsylvania
$276K +$446 +1 +0.2%
ECM
2480
Elgethun Capital Management
South Dakota
$275K -$891K -1,999 -76%
RPG
2481
Resource Planning Group
Georgia
$275K -$336K -754 -55%
RWG
2482
Ratio Wealth Group
Colorado
$272K +$272K +611 New
BC
2483
Bowman & Company
Wisconsin
$271K -$3.58K -8 -1%
KA
2484
Kearns & Associates
California
$270K – – –
DIP
2485
DT Investment Partners
Pennsylvania
$268K – – –
FLA
2486
Financial Life Advisors
Texas
$268K -$11.6K -26 -4%
WWG
2487
West Wealth Group
California
$268K +$4.45K +10 +2%
NL
2488
Navalign LLC
California
$268K -$5.79K -13 -2%
CBOR
2489
Community Bank of Raymore
Missouri
$267K – – –
AG
2490
Advocate Group
Minnesota
$267K – – –
RSS
2491
Rosenblum Silverman Sutton
California
$267K – – –
EG
2492
Ellerson Group
Maryland
$266K -$14.7M -33,056 -98%
AOWM
2493
Alpha Omega Wealth Management
Virginia
$263K +$263K +591 New
TAM
2494
Taurus Asset Management
New York
$263K – – –
IWA
2495
IVC Wealth Advisors
Pennsylvania
$259K +$259K +582 New
ICM
2496
Intrepid Capital Management
Florida
$259K -$17.4K -39 -6%
SCM
2497
Stonehearth Capital Management
Massachusetts
$258K +$32.5K +73 +14%
KWM
2498
KFG Wealth Management
Indiana
$258K +$445 +1 +0.2%
OFG
2499
Orcam Financial Group
California
$256K – – –
NB
2500
NBT Bank
New York
$255K -$7.58K -17 -3%
98 99
100
101 102