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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.68B
2
Wolverine Trading
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
Morgan Stanley
New York
$7.55B
4
Marshall Wace
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14B
2
SC
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
Millennium Management
New York
$1.19B
5
PG
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
2726
Western Pacific Wealth Management
Illinois
$5.58K – – –
MCA
2727
Maryland Capital Advisors
Maryland
$4.72K – – –
GI
2728
GS Investments
Minnesota
$3.99K – – –
TCM
2729
Tradewinds Capital Management
Washington
$3.87K +$3.87K +9 New
AWA
2730
Alaska Wealth Advisors
Alaska
$2.15K -$164K -381 -99%
PFA
2731
Pathway Financial Advisers
Indiana
$1.3K +$1.3K +3 New
TFA
2732
Transamerica Financial Advisors
Florida
$1K -$336K -336 -100%
OAJ
2733
Ogorek Anthony Joseph
New York
$1K +$1K +3 New
SIM
2734
Studio Investment Management
Illinois
$169 -$37.9K -85 Closed
V
2735
Veritable
Delaware
– -$603M -1,352,254 Closed
IMC Chicago
2736
IMC Chicago
Illinois
– -$238M -534,522 Closed
MCM
2737
MKP Capital Management
New York
– -$228M -511,000 Closed
Citadel Advisors
2738
Citadel Advisors
Florida
– -$122M -273,013 Closed
MS
2739
Maven Securities
Jersey
– -$80.2M -180,000 Closed
MGB
2740
Mass General Brigham
Massachusetts
– -$53.8M -120,617 Closed
BFS
2741
Bard Financial Services
Connecticut
– -$24.1M -54,085 Closed
FTUS
2742
Flow Traders U.S.
New York
– -$21M -47,095 Closed
SWM
2743
Sanctuary Wealth Management
Idaho
– -$16.1M -36,045 Closed
HF
2744
HRT Financial
New York
– -$12.9M -28,927 Closed
Axa
2745
Axa
France
– -$10.4M -23,342 Closed
NRA
2746
NSI Retail Advisors
Pennsylvania
– -$7.98M -17,900 Closed
SC
2747
Sykon Capital
New York
– -$6.83M -15,322 Closed
SHFP
2748
Second Half Financial Partners
Florida
– -$5.26M -11,807 Closed
BBP
2749
Banco BTG Pactual
Brazil
– -$5.16M -11,572 Closed
MFP
2750
Meridian Financial Partners
Virginia
– -$4.77M -10,492 Closed
108 109
110
111 112