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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
+$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 %
AB
2701
Amalgamated Bank
New York
– -$1.9M -4,934 Closed
Simplex Trading
2702
Simplex Trading
Illinois
– -$1.74M -4,521 Closed
FFM
2703
Fullerton Fund Management
Singapore
– -$1.72M -4,472 Closed
PWM
2704
Pacific Wealth Management
California
– -$1.62M -4,208 Closed
DLHL
2705
Donald L. Hagan LLC
Florida
– -$1.61M -4,186 Closed
FFG
2706
Ford Financial Group
California
– -$1.57M -4,093 Closed
HAS
2707
HBW Advisory Services
California
– -$1.55M -4,038 Closed
AIA
2708
Acute Investment Advisory
Arizona
– -$1.51M -3,929 Closed
OWA
2709
Opal Wealth Advisors
New York
– -$1.48M -3,845 Closed
WEPOG
2710
Wealth Enhancement & Preservation of GA
Georgia
– -$1.43M -3,719 Closed
Allianz Asset Management
2711
Allianz Asset Management
Germany
– -$1.38M -3,600 Closed
CIP
2712
Cornerstone Investment Partners
Georgia
– -$1.21M -3,138 Closed
APA
2713
Astoria Portfolio Advisors
New York
– -$1.19M -2,997 Closed
RCG
2714
Ruane, Cunniff & Goldfarb
New York
– -$945K -2,460 Closed
FLII
2715
First Long Island Investors
New York
– -$921K -2,398 Closed
JCM
2716
Janney Capital Management
Pennsylvania
– -$861K -2,241 Closed
AA
2717
AlphaQ Advisors
Florida
– -$476K -2,203 Closed
FWA
2718
Freedom Wealth Alliance
Wisconsin
– -$800K -2,082 Closed
TAM
2719
Timucuan Asset Management
Florida
– -$786K -2,045 Closed
TI
2720
Trexquant Investment
Connecticut
– -$762K -1,983 Closed
CNHF
2721
Conrad N. Hilton Foundation
California
– -$677K -1,763 Closed
SAM
2722
Sompo Asset Management
Japan
– -$637K -1,657 Closed
DDC
2723
DF Dent & Co
Maryland
– -$636K -1,655 Closed
Mawer Investment Management
2724
Mawer Investment Management
Alberta, Canada
– -$624K -1,623 Closed
NLP
2725
Next Level Private
New York
– -$619K -1,589 Closed
107 108
109
110 111