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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 %
PFG
2701
Piershale Financial Group
Illinois
$10.3K -$2.23K -5 -18%
MTIC
2702
Missouri Trust & Investment Company
Missouri
$7.58K +$3.57K +8 +89%
AF
2703
Arrow Financial
New York
$5.79K -$2.23K -5 -28%
WPWM
2704
Western Pacific Wealth Management
Illinois
$5.79K – – –
MCA
2705
Maryland Capital Advisors
Maryland
$4.9K – – –
GM
2706
Gilfoyle Management
Connecticut
$4.5K +$1.35K +3 +43%
GI
2707
GS Investments
Minnesota
$4.14K – – –
EAM
2708
Eukles Asset Management
Ohio
$3.12K +$3.12K +7 New
GKIM
2709
GW&K Investment Management
Massachusetts
$3K +$3K +7 New
FCAG
2710
First Capital Advisors Group
New Jersey
$1 -$1 – –
MYLI
2711
Meiji Yasuda Life Insurance
Japan
– -$436M -1,061,712 Closed
MB
2712
Mizuho Bank
Japan
– -$154M -375,000 Closed
TPSF
2713
Texas Permanent School Fund
Texas
– -$122M -297,812 Closed
Amundi
2714
Amundi
France
– -$106M -258,543 Closed
SPP
2715
Single Point Partners
Massachusetts
– -$105M -254,363 Closed
AWC
2716
Abundance Wealth Counselors
Pennsylvania
– -$92.8M -225,753 Closed
WS
2717
Wela Strategies
Georgia
– -$37.6M -91,473 Closed
CI
2718
Clal Insurance
Israel
– -$35.1M -85,327 Closed
PWM
2719
PRW Wealth Management
Massachusetts
– -$31.3M -74,960 Closed
CIA
2720
Capital Investment Advisors
Georgia
– -$22.1M -53,677 Closed
TWM
2721
Trevian Wealth Management
Massachusetts
– -$21.5M -52,358 Closed
Squarepoint
2722
Squarepoint
New York
– -$16.4M -39,830 Closed
FM
2723
Freemont Management
Switzerland
– -$13.5M -32,931 Closed
DS
2724
DRW Securities
Illinois
– -$12.3M -29,944 Closed
LCWP
2725
Legacy Capital Wealth Partners
Arkansas
– -$6.31M -15,350 Closed
107 108
109
110 111