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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
$5.47B
2
Citigroup
Citigroup
New York
$1.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14B
4
Osaic Holdings
Osaic Holdings
Arizona
$1.99B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$439M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.73B
2
BlackRock
BlackRock
New York
$29.1B
3
NAM
Nissay Asset Management
Japan
$107M
4
PFO
Pathstone Family Office
New Jersey
$446M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
EPM
2676
Equitec Proprietary Markets
Illinois
– -$6.92M -18,000 Closed
AFS
2677
Axiom Financial Strategies
Indiana
– -$5.88M -15,311 Closed
RCIM
2678
Red Cedar Investment Management
Michigan
– -$5M -13,020 Closed
JWM
2679
Jackson Wealth Management
Florida
– -$4.89M -12,722 Closed
OFG
2680
OmniStar Financial Group
North Carolina
– -$4.57M -11,897 Closed
TAMH
2681
Taikang Asset Management (HK)
Hong Kong
– -$33.8M -11,270 Closed
CTI
2682
Community Trust & Investment
Kentucky
– -$4.11M -10,700 Closed
CAM
2683
Congress Asset Management
Massachusetts
– -$4.09M -10,657 Closed
PAMS
2684
Pictet Asset Management (Switzerland)
Switzerland
– -$4.06M -10,575 Closed
HLCM
2685
Hi-Line Capital Management
South Dakota
– -$3.91M -10,175 Closed
VCM
2686
Virtue Capital Management
Tennessee
– -$3.41M -8,881 Closed
MCI
2687
MRP Capital Investments
Georgia
– -$3.01M -7,829 Closed
HB
2688
Horizon Bancorp
Indiana
– -$2.92M -7,600 Closed
TIM
2689
Total Investment Management
Arizona
– -$2.82M -7,345 Closed
BCM
2690
Bayesian Capital Management
New York
– -$2.77M -7,200 Closed
ACM
2691
Argent Capital Management
Missouri
– -$2.69M -7,012 Closed
CWA
2692
CM Wealth Advisors
Ohio
– -$2.67M -6,940 Closed
FCAM
2693
First Citizens Asset Management
North Carolina
– -$2.63M -6,849 Closed
NCG
2694
Newport Capital Group
New Jersey
– -$2.62M -6,822 Closed
KWILP
2695
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.52M -6,546 Closed
BC
2696
Barnett & Company
Tennessee
– -$2.31M -6,000 Closed
HHRDM
2697
H&H Retirement Design & Management
Nevada
– -$2.4M -5,987 Closed
RCM
2698
RNC Capital Management
California
– -$2.23M -5,805 Closed
Two Sigma Advisers
2699
Two Sigma Advisers
New York
– -$2.11M -5,500 Closed
Two Sigma Investments
2700
Two Sigma Investments
New York
– -$1.92M -5,000 Closed
106 107
108
109 110