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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
+$3.57B
2
Wolverine Trading
Wolverine Trading
Illinois
+$2.73B
3
Morgan Stanley
Morgan Stanley
New York
+$2.27B
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$673M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
2
SC
Soundwatch Capital
Connecticut
-$985M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$894M
4
Millennium Management
Millennium Management
New York
-$662M
5
PG
Prostatis Group
Maryland
-$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
2751
TFB Advisors
Kansas
– -$4.19M -9,402 Closed
FPCG
2752
Forum Private Client Group
Indiana
– -$3.86M -8,665 Closed
SBH
2753
Segall Bryant & Hamill
Illinois
– -$3.81M -8,540 Closed
VWA
2754
V Wealth Advisors
Kansas
– -$3.01M -6,748 Closed
New York State Common Retirement Fund
2755
New York State Common Retirement Fund
New York
– -$2.94M -6,598 Closed
MCA
2756
Magnolia Capital Advisors
Mississippi
– -$2.6M -5,832 Closed
CSPAM
2757
Cary Street Partners Asset Management
Virginia
– -$2.44M -5,485 Closed
FAAM
2758
First Ascent Asset Management
Colorado
– -$2.4M -5,386 Closed
HT
2759
Headlands Technologies
Illinois
– -$2.25M -5,053 Closed
CA
2760
Cornerstone Advisors
North Carolina
– -$2.23M -5,000 Closed
GCS
2761
Gordian Capital (Singapore)
Singapore
– -$2.09M -4,680 Closed
FEM
2762
Fulcrum Equity Management
Texas
– -$2.04M -4,573 Closed
VIA
2763
Vident Investment Advisory
Georgia
– -$1.81M -4,070 Closed
KM
2764
Kalos Management
Georgia
– -$1.35M -3,034 Closed
BBA
2765
Braun-Bostich & Associates
Pennsylvania
– -$1.21M -2,719 Closed
CS
2766
Capital Square
Tennessee
– -$1.16M -2,593 Closed
PA
2767
Prossimo Advisors
California
– -$1.12M -2,516 Closed
HPCM
2768
Hunter Perkins Capital Management
Illinois
– -$1.07M -2,404 Closed
SI
2769
Saxon Interests
Texas
– -$1.05M -2,366 Closed
CI
2770
Cigna Investments
Connecticut
– -$909K -2,040 Closed
EBWM
2771
Eagle Bluffs Wealth Management
Missouri
– -$768K -1,722 Closed
TH
2772
Team Hewins
California
– -$686K -1,540 Closed
Capital International Investors
2773
Capital International Investors
California
– -$677K -1,537 Closed
CA
2774
Calton & Associates
Florida
– -$624K -1,400 Closed
NWM
2775
NEIRG Wealth Management
Massachusetts
– -$606K -1,359 Closed
109 110
111
112 113