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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.

Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.62%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.53%
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
1
PNC Financial Services Group
Pennsylvania
$5.47B
2
Citigroup
2
Citigroup
New York
$1.08B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.99B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$439M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.73B
2
BlackRock
2
BlackRock
New York
$29.1B
3
NAM
3
Nissay Asset Management
Japan
$107M
4
PFO
4
Pathstone Family Office
New Jersey
$446M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.1B
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
2751
Ategra Capital Management
Virginia
– – -574 Closed
OHWA
2752
Oak Hill Wealth Advisors
Virginia
– – -567 Closed
DCM
2753
DGS Capital Management
New Jersey
– – -542 Closed
SFMG
2754
Sage Financial Management Group
Virginia
– – -540 Closed
OPOWM
2755
One Plus One Wealth Management
Florida
– – -530 Closed
HNWA
2756
Henrickson Nauta Wealth Advisors
Michigan
– – -528 Closed
HNWAG
2757
High Net Worth Advisory Group
Florida
– – -418 Closed
GMA
2758
Glassy Mountain Advisors
Maryland
– – -340 Closed
DWA
2759
Dougherty Wealth Advisers
Minnesota
– – -337 Closed
EE
2760
EWG Elevate
California
– – -264 Closed
RFS
2761
Retirement Financial Solutions
Tennessee
– – -190 Closed
MSCM
2762
McElhenny Sheffield Capital Management
Texas
– – -154 Closed
FMB
2763
Field & Main Bank
Kentucky
– – -100 Closed
CAC
2764
Core Alternative Capital
Georgia
– – -94 Closed
MWM
2765
MinichMacGregor Wealth Management
New York
– – -67 Closed
PFC
2766
Phocas Financial Corp
California
– – -50 Closed
WOSD
2767
WFA of San Diego
California
– – -40 Closed
CCMW
2768
Cypress Capital Management (Wyoming)
Wyoming
– – -39 Closed
MDCM
2769
Morgan Dempsey Capital Management
Wisconsin
– – -38 Closed
SFCL
2770
Strengthening Families & Communities LLC
Massachusetts
– – -34 Closed
CYG
2771
Clean Yield Group
Vermont
– – -12 Closed
LFA
2772
LGT Financial Advisors
Texas
– – -8 Closed
SWG
2773
Summit Wealth Group
Vermont
$0 53,440 +53,440 New
107 108 109 110
111