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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 %
AC
2751
Anson Capital
Georgia
– -$432K -1,052 Closed
ADIM
2752
Alpha DNA Investment Management
Maryland
– -$425K -1,033 Closed
HFM
2753
Hartford Funds Management
Pennsylvania
– -$421K -1,023 Closed
CA
2754
Crumly & Associates
Illinois
– -$398K -969 Closed
SCI
2755
Stableford Capital II
Arizona
– -$357K -928 Closed
CRI
2756
Colonial River Investments
Virginia
– -$323K -785 Closed
NRWA
2757
North Ridge Wealth Advisors
Oregon
– -$296K -721 Closed
SSWM
2758
Strait & Sound Wealth Management
California
– -$287K -699 Closed
IW
2759
Imprint Wealth
South Carolina
– -$286K -694 Closed
TYCC
2760
Texas Yale Capital Corp
Florida
– -$255K -620 Closed
PFA
2761
Professional Financial Advisors
Nebraska
– -$271K -597 Closed
RWA
2762
Rainsberger Wealth Advisors
Colorado
– -$240K -584 Closed
AWMNH
2763
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$231K -561 Closed
LWM
2764
Ledge Wealth Management
Minnesota
– -$227K -552 Closed
CFA
2765
Compass Financial Advisors
Indiana
– -$227K -552 Closed
RWM
2766
Revisor Wealth Management
Ohio
– -$219K -532 Closed
AHC
2767
Adell Harriman & Carpenter
Texas
– -$214K -521 Closed
TD Asset Management
2768
TD Asset Management
Ontario, Canada
– -$209K -509 Closed
CWMU
2769
Caliber Wealth Management (Utah)
Utah
– -$203K -495 Closed
AA
2770
Aire Advisors
California
– -$202K -492 Closed
BWM
2771
BCS Wealth Management
Tennessee
– -$202K -491 Closed
RWM
2772
Ruedi Wealth Management
Illinois
– -$141K -342 Closed
BCMIO
2773
Beacon Capital Management Inc (Ohio)
Ohio
– -$111K -270 Closed
M1FG
2774
Mach-1 Financial Group
Arkansas
– -$71.2M -256 Closed
CM
2775
Cornerstone Management
Georgia
– -$104K -253 Closed
108 109 110
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