IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
2651
Arrow Financial
New York
$7.4K -$119K -289 -94%
MBFW
2652
Morton Brown Family Wealth
Pennsylvania
$6.99K +$6.99K +17 New
WPWM
2653
Western Pacific Wealth Management
Illinois
$5.34K – – –
RMC
2654
Resources Management Corp
Connecticut
$5K -$1.07M -5,327 -100%
MCA
2655
Maryland Capital Advisors
Maryland
$4.52K +$4.52K +11 New
GI
2656
GS Investments
Minnesota
$3.82K – – –
MTIC
2657
Missouri Trust & Investment Company
Missouri
$3.7K +$3.7K +9 New
GM
2658
Gilfoyle Management
Connecticut
$2.5K +$2.5K +7 New
AWA
2659
Alaska Wealth Advisors
Alaska
$2.06K +$2.06K +5 New
AFG
2660
Albion Financial Group
Utah
$1.65K – – –
PFA
2661
Pathway Financial Advisers
Indiana
$1.24K +$1.24K +3 New
DSC
2662
Duncker Streett & Co
Missouri
$1.23K – – –
FA
2663
Fortis Advisors
Pennsylvania
$1.23K – – –
KA
2664
Kozak & Associates
Colorado
$605 – – –
FCAG
2665
First Capital Advisors Group
New Jersey
$1 -$25K -65 Closed
CCM
2666
Connective Capital Management
California
– -$110M -285,046 Closed
VOYA Investment Management
2667
VOYA Investment Management
Georgia
– -$55.9M -145,376 Closed
SG
2668
StoneX Group
New York
– -$47.3M -123,134 Closed
Eagle Capital Management (New York)
2669
Eagle Capital Management (New York)
New York
– -$41.9M -109,057 Closed
BOC
2670
Bull Oak Capital
California
– -$28.9M -75,225 Closed
SWM
2671
SigFig Wealth Management
California
– -$28.8M -75,086 Closed
FMI
2672
Fiduciary Management Inc
Wisconsin
– -$18.9M -49,081 Closed
GCMG
2673
Gyroscope Capital Management Group
Florida
– -$12.6M -32,914 Closed
Select Equity Group
2674
Select Equity Group
New York
– -$8.26M -21,492 Closed
Wolverine Trading
2675
Wolverine Trading
Illinois
– -$7.88M -20,506 Closed
105 106
107
108 109