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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 %
DAC
2601
Dividend Assets Capital
South Carolina
$199K -$28K -63 -12%
MM
2602
Main Management
California
$198K -$1.34K -3 -0.7%
GWM
2603
Grand Wealth Management
Michigan
$196K -$103K -232 -35%
GWANC
2604
Guardian Wealth Advisors (North Carolina)
North Carolina
$190K +$3.57K +8 +2%
CCP
2605
Carmel Capital Partners
California
$189K – – –
SIM
2606
Strategic Investment Management
Virginia
$187K – – –
VNIM
2607
Vaughan Nelson Investment Management
Texas
$185K – – –
HCM
2608
Hillman Capital Management
Maryland
$177K – – –
AWA
2609
Alaska Wealth Advisors
Alaska
$172K +$170K +381 +7,620%
PWM
2610
Provident Wealth Management
Tennessee
$170K -$17.4K -39 -9%
IPW
2611
Impact Partnership Wealth
Georgia
$162K +$162K +364 New
AWM
2612
Aspire Wealth Management
Massachusetts
$158K – – –
FPF
2613
First Pacific Financial
Washington
$153K +$153K +343 New
2L
2614
25 LLC
Missouri
$153K -$2.71K -6 -2%
RAM
2615
Riggs Asset Management
Pennsylvania
$152K -$27.2K -61 -15%
TFA
2616
Transamerica Financial Advisors
Florida
$150K +$445 +1 +0.3%
DWA
2617
Delos Wealth Advisors
Texas
$147K – – –
GWSA
2618
Global Wealth Strategies & Associates
Colorado
$147K – – –
FCG
2619
Financial Connections Group
California
$147K – – –
CH
2620
Canton Hathaway
Rhode Island
$146K – – –
VCM
2621
Vigilant Capital Management
Maine
$145K -$291K -653 -67%
MIM
2622
MTM Investment Management
South Carolina
$144K – – –
RPCA
2623
Running Point Capital Advisors
California
$144K – – –
CQS
2624
Credential Qtrade Securities
$138K – – –
MTC
2625
Matrix Trust Company
Colorado
$137K +$21.4K +48 +18%
103 104
105
106 107