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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
$1.92B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.8B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.14B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.6B

Top Sellers

1
BlackRock
BlackRock
New York
$30.1B
2
Bank of America
Bank of America
North Carolina
$7.34B
3
JSTA
Japan Science & Technology Agency
Japan
$6.13M
4
Citigroup
Citigroup
New York
$418M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
2651
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
MAM
2652
Marquette Asset Management
Minnesota
$65.5K -$2.67K -6 -4%
AWM
2653
Atticus Wealth Management
Florida
$64.6K – – –
LTI
2654
Laffer Tengler Investments
Tennessee
$64.2K – – –
CWA
2655
Carolina Wealth Advisors
South Carolina
$63.3K – – –
NMG
2656
New Millennium Group
Utah
$63.2K – – –
FFA
2657
Fairfield Financial Advisors
Massachusetts
$58.5K – – –
RTC
2658
Riverview Trust Company
Washington
$55.7K – – –
ATC
2659
Adirondack Trust Company
New York
$52.5K – – –
FFC
2660
First Financial Corp
Indiana
$51.7K – – –
IF
2661
Integrity Financial
Wyoming
$51.3K – – –
HCP
2662
Hexagon Capital Partners
Arkansas
$49.4K -$53.4K -120 -52%
GGI
2663
Godsey & Gibb Inc
Virginia
$49K +$49K +110 New
HBW
2664
Hazlett, Burt & Watson
West Virginia
$49K – – –
HFM
2665
Hartford Financial Management
Connecticut
$47.7K – – –
EWP
2666
Elevation Wealth Partners
California
$46.8K – – –
PG
2667
Proffitt & Goodson
Tennessee
$46.8K – – –
AA
2668
AlphaMark Advisors
Kentucky
$46K – – –
KC
2669
Knuff & Co
California
$44.6K – – –
PIA
2670
Powell Investment Advisors
Florida
$43.7K – – –
LWA
2671
Lowe Wealth Advisors
Maryland
$42.8K – – –
NSG
2672
Nalls Sherbakoff Group
Tennessee
$42.4K – – –
BCPWM
2673
Bradley & Co Private Wealth Management
Florida
$42.3K – – –
SIM
2674
Studio Investment Management
Illinois
$37.9K – – –
Macquarie Group
2675
Macquarie Group
Australia
$35.7K -$120K -270 -77%
105 106
107
108 109