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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 %
LWMNY
2726
Landmark Wealth Management (New York)
New York
– -$4.53M -11,024 Closed
HFRG
2727
Houlihan Financial Resource Group
Virginia
– -$4.39M -10,685 Closed
GB
2728
Gunma Bank
Japan
– -$2.47M -6,000 Closed
CI
2729
Cavalier Investments
Georgia
– -$2.4M -5,834 Closed
Impax Asset Management Group
2730
Impax Asset Management Group
United Kingdom
– -$1.97M -4,804 Closed
GBWM
2731
Granite Bay Wealth Management
New Hampshire
– -$1.76M -4,289 Closed
HIMCH
2732
Hartford Investment Management Co (HIMCO)
Connecticut
– -$1.63M -3,967 Closed
KF
2733
Krilogy Financial
Missouri
– -$1.38M -3,364 Closed
CA
2734
Corrado Advisors
New Jersey
– -$1.36M -3,305 Closed
LFRG
2735
Lazard Frères Gestion
France
– -$1.08M -3,138 Closed
DFG
2736
Delta Financial Group
New Jersey
– -$1.12M -2,714 Closed
JWWM
2737
Johnson & White Wealth Management
Pennsylvania
– -$1.08M -2,631 Closed
WAS
2738
Wealth Advisory Solutions
Indiana
– -$1.03M -2,512 Closed
Qube Research & Technologies (QRT)
2739
Qube Research & Technologies (QRT)
United Kingdom
– -$966K -2,350 Closed
XS
2740
XR Securities
Illinois
– -$846K -2,057 Closed
PWA
2741
Providence Wealth Advisors
Illinois
– -$825K -1,993 Closed
IWM
2742
Iams Wealth Management
Nebraska
– -$744K -1,832 Closed
SIA
2743
Strategic Investment Advisors
Michigan
– -$629K -1,530 Closed
YIH
2744
Y-Intercept (HK)
Hong Kong
– -$626K -1,522 Closed
QC
2745
QCM Cayman
Texas
– -$581K -1,414 Closed
ZIG
2746
Zurich Insurance Group
Switzerland
– -$560K -1,361 Closed
NSB
2747
Norway Savings Bank
Maine
– -$537K -1,306 Closed
TFG
2748
Tilson Financial Group
New Jersey
– -$509K -1,237 Closed
AWM
2749
Activest Wealth Management
Florida
– -$449K -1,108 Closed
HFS
2750
Howard Financial Services
Texas
– -$446K -1,084 Closed
108 109
110
111 112