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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 %
BB
2551
Bell Bank
North Dakota
$225K -$389K -872 -63%
PF
2552
Parker Financial
Washington
$224K -$102K -228 -31%
JWBC
2553
John W. Brooker & Co
California
$224K – – –
WW
2554
Westshore Wealth
California
$224K – – –
SC
2555
Schulhoff & Co
Ohio
$224K – – –
SIS
2556
Strategic Investment Solutions
Illinois
$224K -$392K -926 -64%
HIS
2557
Horizon Investment Services
Indiana
$223K – – –
LB
2558
Legacy Bridge
Iowa
$223K – – –
TWM
2559
TMD Wealth Management
Arizona
$222K -$190K -426 -46%
FFIC
2560
First Fiduciary Investment Counsel
Ohio
$222K -$3.57K -8 -2%
ZCM
2561
Ziegler Capital Management
Illinois
$221K – – –
FBA
2562
Front Barnett Associates
Illinois
$221K -$8.47K -19 -4%
CFGSD
2563
Compass Financial Group (South Dakota)
South Dakota
$220K -$18.3K -41 -8%
RFM
2564
Royal Fund Management
Florida
$220K -$104K -233 -32%
CCB
2565
Cutter & Co Brokerage
Missouri
$220K +$220K +493 New
APA
2566
Astoria Portfolio Advisors
New York
$219K +$219K +485 New
VCM
2567
Verde Capital Management
Michigan
$219K +$219K +492 New
VNA
2568
Valley National Advisers
Pennsylvania
$219K – – –
Legal & General Group
2569
Legal & General Group
United Kingdom
$218K -$458K -1,039 -68%
NA
2570
Nordwand Advisors
Pennsylvania
$218K +$109K +245 +100%
LRWA
2571
Long Run Wealth Advisors
New York
$218K – – –
OPOWM
2572
One Plus One Wealth Management
Florida
$217K +$217K +486 New
RCA
2573
Ranch Capital Advisors
Florida
$217K +$217K +486 New
AWC
2574
Adamsbrown Wealth Consultants
Kansas
$216K -$12.9K -29 -6%
PCM
2575
Piedmont Capital Management
Montana
$216K -$8.46K -19 -4%
101 102
103
104 105