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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 %
I
276
INVST
Indiana
$74.5M +$6.53M +14,661 +10%
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$74.5M -$5.6M -12,556 -7%
GAM
278
Gotham Asset Management
New York
$73.9M -$474K -1,063 -0.6%
HFS
279
Hantz Financial Services
Michigan
$73.5M +$14.5M +32,507 +25%
VFA
280
Valeo Financial Advisors
Indiana
$73.5M -$382K -857 -0.5%
WBG
281
Wharton Business Group
Pennsylvania
$73.1M -$13.8K -31 -0%
SCA
282
St. Clair Advisors
Ohio
$72.8M +$616K +1,381 +0.9%
CS
283
Comerica Securities
Michigan
$72.4M -$1.01M -2,277 -1%
CF
284
Cantor Fitzgerald
New York
$71.6M -$1.85M -4,158 -3%
MCWS
285
McKinley Carter Wealth Services
West Virginia
$71.4M +$2.53M +5,667 +4%
HSBC Holdings
286
HSBC Holdings
United Kingdom
$70.7M +$696K +1,563 +1%
RIA
287
Regal Investment Advisors
Michigan
$70.3M +$513K +1,151 +0.7%
WA
288
Wilshire Advisors
California
$70M -$2.8M -6,277 -4%
BWP
289
BSW Wealth Partners
Colorado
$69.9M -$1.55M -3,474 -2%
BBA
290
BLB&B Advisors
Pennsylvania
$69.9M +$4.96M +11,125 +8%
TCM
291
Twele Capital Management
Minnesota
$69.6M -$1.26M -2,837 -2%
MLIC
292
Mandatum Life Insurance Company
Finland
$69.5M -$116M -261,265 -63%
RFA
293
RTD Financial Advisors
Pennsylvania
$69.2M +$980K +2,199 +1%
GT
294
Glenmede Trust
Pennsylvania
$69.1M – – –
FWCM
295
Ferguson Wellman Capital Management
Oregon
$68.6M +$934K +2,095 +1%
UWPG
296
Ullmann Wealth Partners Group
Florida
$68.2M +$27.7M +62,161 +68%
Lido Advisors
297
Lido Advisors
California
$68.2M +$6.81M +15,284 +11%
CA
298
Crewe Advisors
Utah
$68.1M +$835K +1,874 +1%
WTC
299
WhitTier Trust Company
Nevada
$67.9M +$4.87M +10,921 +8%
TIM
300
Tortoise Investment Management
New York
$67.2M -$939K -2,107 -1%
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