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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 %
TSW
2626
Thompson Siegel & Walmsley
Virginia
$134K – – –
PAIM
2627
Punch & Associates Investment Management
Minnesota
$131K +$16.9K +38 +15%
AIM
2628
Anchor Investment Management
South Carolina
$130K – – –
BIA
2629
Bell Investment Advisors
California
$128K +$445 +1 +0.3%
RF
2630
Robbins Farley
New Hampshire
$125K – – –
PCTC
2631
Perkins Coie Trust Company
Washington
$122K +$55.7K +125 +84%
FFL
2632
Financial Freedom LLC
Ohio
$116K – – –
WWM
2633
Wolff Wiese Magana
California
$112K – – –
MCM
2634
Mill Capital Management
North Carolina
$111K – – –
AWM
2635
Ameliora Wealth Management
Switzerland
$104K – – –
DF
2636
DecisionPoint Financial
Arizona
$100K – – –
KFO
2637
Kopp Family Office
Minnesota
$99K – – –
PCM
2638
Perritt Capital Management
Illinois
$91.4K -$2.67K -6 -3%
AT
2639
Avalon Trust
New Mexico
$89.1K – – –
CAM
2640
Costello Asset Management
Pennsylvania
$88.6K – – –
CWM
2641
CarsonAllaria Wealth Management
Illinois
$83.8K -$448 -1 -0.5%
LFA
2642
Legend Financial Advisors
Pennsylvania
$82.5K – – –
BAM
2643
Bellevue Asset Management
Washington
$82.5K – – –
GTAM
2644
Global Trust Asset Management
Florida
$81.4K +$31.1K +70 +62%
MCM
2645
Manchester Capital Management
Vermont
$78K +$2.23K +5 +3%
TFP
2646
Tilia Fiduciary Partners
North Carolina
$75K -$2.68K -6 -3%
FMP
2647
Financial Management Professionals
Texas
$74K -$15.2K -34 -17%
CWM
2648
Cedar Wealth Management
California
$74K -$83.3K -187 -53%
PGAM
2649
Princeton Global Asset Management
New Jersey
$73K – – –
MCM
2650
Magnolia Capital Management
New York
$68K – – –
104 105
106
107 108