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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 %
FA
2501
Financial Alternatives
California
$255K – – –
SGWM
2502
Sterling Group Wealth Management
California
$255K – – –
WIM
2503
Westside Investment Management
California
$255K – – –
LCM
2504
LVM Capital Management
Michigan
$255K – – –
CWM
2505
Compass Wealth Management
Connecticut
$254K – – –
TBC
2506
Ted Buchan & Co
California
$253K – – –
TSWM
2507
Triangle Securities Wealth Management
North Carolina
$252K – – –
EM
2508
ELCO Management
New York
$252K +$252K +566 New
CWM
2509
Chesapeake Wealth Management
Virginia
$251K +$251K +563 New
DJFS
2510
Dean Jacobson Financial Services
Texas
$250K +$250K +562 New
OWM
2511
Opes Wealth Management
California
$250K +$250K +562 New
LG
2512
LaFleur & Godfrey
Michigan
$250K – – –
TA
2513
TFG Advisers
Michigan
$249K -$19.2K -43 -7%
BWL
2514
Beacon Wealthcare LLC
North Carolina
$247K – – –
SAM
2515
SP Asset Management
California
$247K – – –
UCI
2516
Uncommon Cents Investing
Wisconsin
$245K – – –
TNAM
2517
Terra Nova Asset Management
New York
$244K +$446 +1 +0.2%
ONST
2518
Old North State Trust
North Carolina
$244K -$1.34K -3 -0.5%
PAM
2519
Private Asset Management
California
$244K -$25.9K -58 -10%
JWM
2520
JFG Wealth Management
Colorado
$243K – – –
BCP
2521
Blue Chip Partners
Michigan
$243K -$58.4K -131 -19%
CF
2522
Copperwynd Financial
Arizona
$243K -$28.5K -64 -11%
SAI
2523
Systematic Alpha Investments
New Jersey
$242K – – –
ISWM
2524
Independent Solutions Wealth Management
New York
$242K +$242K +544 New
BAM
2525
Byrne Asset Management
New Jersey
$242K -$252K -613 Closed
99 100
101
102 103