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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.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
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
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
276
Wharton Business Group
Pennsylvania
$67.5M -$95K -231 -0.1%
WA
277
Wilshire Advisors
California
$67.2M -$1.55M -3,768 -2%
SCA
278
St. Clair Advisors
Ohio
$66.5M +$1.18M +2,872 +2%
BWP
279
BSW Wealth Partners
Colorado
$65.9M +$1.37M +3,336 +2%
TCM
280
Twele Capital Management
Minnesota
$65.3M -$2.94M -7,146 -4%
KA
281
Kovack Advisors
Florida
$65.2M -$1.05M -2,544 -2%
SIRP
282
Shelter Insurance Retirement Plan
Missouri
$64.7M -$6.29M -15,304 -9%
MHS
283
M Holdings Securities
Oregon
$64.6M -$1.78M -4,333 -3%
HSBC Holdings
284
HSBC Holdings
United Kingdom
$64.6M -$51.2M -124,444 -44%
SS
285
Simplicity Solutions
Minnesota
$64.4M +$49.8M +121,214 +343%
RIA
286
Regal Investment Advisors
Michigan
$64.4M +$2.81M +6,835 +5%
CI
287
Conning Inc
Connecticut
$63.8M -$569K -1,385 -0.9%
MCWS
288
McKinley Carter Wealth Services
West Virginia
$63.5M +$14.8M +35,964 +30%
GWM
289
Geneos Wealth Management
Colorado
$63.4M -$17.4M -42,294 -22%
I
290
INVST
Indiana
$63.2M +$27.3M +66,009 +76%
MIS
291
Morningstar Investment Services
Illinois
$63.1M -$1.23M -3,033 -2%
RFA
292
RTD Financial Advisors
Pennsylvania
$62.9M +$900K +2,189 +1%
TIM
293
Tortoise Investment Management
New York
$62.9M -$522K -1,269 -0.8%
FWIA
294
Fort Washington Investment Advisors
Ohio
$62.6M +$42.3M +102,895 +209%
PWA
295
Physician Wealth Advisors
Utah
$62.4M -$238K -571 -0.4%
FWCM
296
Ferguson Wellman Capital Management
Oregon
$62.4M -$1.36M -3,303 -2%
NL
297
NWAM LLC
Washington
$62.4M -$4.9M -11,915 -7%
CA
298
Crewe Advisors
Utah
$62M +$1.49M +3,634 +2%
CAM
299
Chandler Asset Management
California
$61.5M -$9.64M -23,454 -14%
ONB
300
Old National Bancorp
Indiana
$61.4M +$69.5K +169 +0.1%
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