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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 %
MCG
2576
McCollum Christoferson Group
New York
$214K +$214K +480 New
DBRC
2577
D.B. Root & Company
Pennsylvania
$214K -$4.9K -11 -2%
AIA
2578
Allied Investment Advisors
Montana
$212K +$212K +475 New
BCM
2579
Buckhead Capital Management
Georgia
$212K +$212K +475 New
SGC
2580
Slocum, Gordon & Co
Rhode Island
$211K – – –
BST
2581
Bath Savings Trust
Maine
$211K +$211K +473 New
QIM
2582
Quest Investment Management
Oregon
$211K +$211K +473 New
AIA
2583
Alera Investment Advisors
Illinois
$210K +$210K +472 New
PPW
2584
Parcion Private Wealth
Washington
$210K -$608K -1,365 -74%
PFA
2585
Petra Financial Advisors
Colorado
$209K +$209K +470 New
IGGA
2586
Iron Gate Global Advisors
Utah
$209K +$209K +469 New
SW
2587
Solidarity Wealth
Utah
$209K +$209K +469 New
HP
2588
HT Partners
Connecticut
$209K +$209K +468 New
MCM
2589
McDonough Capital Management
Florida
$207K +$207K +464 New
IIA
2590
IPG Investment Advisors
California
$207K +$207K +464 New
MHR
2591
Matthew Hamilton Rosenberg
$206K -$378K -848 -65%
MAWCM
2592
Mine & Arao Wealth Creation & Management
California
$206K – – –
CICI
2593
Capital Investment Counsel Inc
North Carolina
$205K +$205K +461 New
EWS
2594
Evergreen Wealth Solutions
Pennsylvania
$205K -$189K -424 -48%
FCT
2595
Family Capital Trust
Massachusetts
$204K – – –
WEPOG
2596
Wealth Enhancement & Preservation of GA
Georgia
$203K +$203K +456 New
RI
2597
Rinkey Investments
California
$203K +$203K +456 New
SDH
2598
Sloy Dahl & Holst
Washington
$201K +$201K +451 New
VCM
2599
Versant Capital Management
Arizona
$201K – – –
HAS
2600
HBW Advisory Services
California
$201K +$201K +450 New
102 103
104
105 106