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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 %
GF
2526
Goodman Financial
Texas
$238K – – –
RZH
2527
Relyea Zuckerberg Hanson
Connecticut
$238K – – –
SAM
2528
SignalPoint Asset Management
Missouri
$238K +$2.67K +6 +1%
GCP
2529
GSA Capital Partners
United Kingdom
$238K +$238K +534 New
SBIA
2530
Sheaff Brock Investment Advisors
Indiana
$236K – – –
DSC
2531
Duncker Streett & Co
Missouri
$235K +$234K +525 +17,500%
PSP
2532
Pacific Sage Partners
Washington
$235K +$235K +528 New
WIP
2533
WealthCare Investment Partners
Rhode Island
$235K +$891 +2 +0.4%
OHWA
2534
Oak Hill Wealth Advisors
Virginia
$234K +$234K +526 New
AFG
2535
Affinia Financial Group
Massachusetts
$234K – – –
SIA
2536
SkyView Investment Advisors
New Jersey
$234K – – –
HHAA
2537
Henry H. Armstrong Associates
Pennsylvania
$234K -$44.6K -100 -16%
CI
2538
CPR Investments
Michigan
$234K -$660K -1,481 -74%
TF
2539
Theory Financial
Colorado
$233K -$152K -341 -39%
RCA
2540
Riverview Capital Advisers
Massachusetts
$233K +$233K +522 New
HIMC
2541
Heritage Investors Management Corp
Maryland
$232K -$194K -435 -46%
WFA
2542
West Financial Advisors
Iowa
$232K – – –
NCM
2543
Noesis Capital Mangement
Florida
$231K +$231K +519 New
CPA
2544
Capital Planning Advisors
California
$230K -$41.5K -93 -15%
FS
2545
Ferguson Shapiro
Georgia
$230K – – –
AHB
2546
Abner Herrman & Brock
New Jersey
$230K – – –
AIM
2547
Alhambra Investment Management
Florida
$228K -$67.3K -151 -23%
KCM
2548
Kathmere Capital Management
Pennsylvania
$228K +$228K +512 New
FWSM
2549
First Wilshire Securities Management
California
$226K – – –
ACA
2550
Affinity Capital Advisors
California
$226K +$226K +507 New
100 101
102
103 104