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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
+$1.68B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$653M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$512M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.54B
2
Bank of America
Bank of America
North Carolina
-$1.04B
3
JSTA
Japan Science & Technology Agency
Japan
-$961M
4
Citigroup
Citigroup
New York
-$750M
5
MYLI
Meiji Yasuda Life Insurance
Japan
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$82.1M +$210K +471 +0.3%
MA
252
Montag & Associates
Georgia
$81.5M +$1.35M +3,020 +2%
CWA
253
Core Wealth Advisors
Florida
$81.1M -$126K -282 -0.2%
AC
254
Allstate Corporation
Illinois
$80.8M – – –
Chevy Chase Trust
255
Chevy Chase Trust
Maryland
$80.8M -$9.12M -20,455 -10%
FNBT
256
FineMark National Bank & Trust
Florida
$80.6M +$564K +1,265 +0.7%
MS
257
Maven Securities
Jersey
$80.2M +$80.2M +180,000 New
OWM
258
Orgel Wealth Management
Wisconsin
$80.2M +$3.84M +8,622 +5%
BWM
259
Baystate Wealth Management
Massachusetts
$79.8M -$798K -1,790 -1%
RWM
260
Rezny Wealth Management
Florida
$79.1M +$1.15M +2,581 +1%
CW
261
Connectus Wealth
Ohio
$78.8M +$20.8M +46,666 +36%
RSWM
262
Robertson Stephens Wealth Management
California
$78.7M +$13M +29,094 +20%
AA
263
ALPS Advisors
Colorado
$78.5M -$1.95M -4,370 -2%
Russell Investments Group
264
Russell Investments Group
United Kingdom
$78.3M -$372M -887,641 -83%
ASN
265
Advisory Services Network
Georgia
$77.9M +$4.68M +10,511 +6%
FCFC
266
First Commonwealth Financial Corp
Pennsylvania
$77.4M +$10.9M +24,554 +16%
AT
267
Arvest Trust
Oklahoma
$77.1M -$4.59M -9,966 -6%
EPA
268
Element Pointe Advisors
Florida
$76.8M -$2.9M -6,496 -4%
BTI
269
Blue Trust Inc
Georgia
$76.4M -$11.5M -28,087 -13%
GIM
270
Goelzer Investment Management
Indiana
$75.9M +$1.15M +2,578 +2%
FMWA
271
Forvis Mazars Wealth Advisors
Missouri
$75.6M -$642K -1,441 -0.8%
BL
272
Balentine LLC
Georgia
$75.2M -$2.27M -5,088 -3%
Kayne Anderson Rudnick Investment Management
273
Kayne Anderson Rudnick Investment Management
California
$75.2M -$2.48M -5,568 -3%
UID
274
Union Investments & Development
Israel
$75M – – –
HFA
275
High Falls Advisors
New York
$74.7M +$655K +1,470 +0.9%
9 10
11
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