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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 %
FCFC
301
First Commonwealth Financial Corp
Pennsylvania
$61.3M -$2.28M -5,556 -4%
RSWM
302
Robertson Stephens Wealth Management
California
$60.6M -$649K -1,578 -1%
SFS
303
Summit Financial Strategies
Ohio
$60.3M -$514K -1,250 -0.8%
IAN
304
Integrated Advisors Network
Texas
$60.1M +$289K +704 +0.5%
BBA
305
BLB&B Advisors
Pennsylvania
$59.9M -$2.37M -5,759 -4%
GW
306
GW & Wade
Massachusetts
$59.6M +$3.73M +9,075 +7%
CFO
307
Callan Family Office
Pennsylvania
$59.6M +$10.3M +25,124 +21%
SAF
308
Smith Anglin Financial
Texas
$59.3M +$37.4M +90,961 +171%
CIM
309
CIM Investment Management
Pennsylvania
$58.8M -$4.21M -10,243 -7%
CWM
310
Curi Wealth Management
North Carolina
$58.2M -$996K -2,424 -2%
WTC
311
WhitTier Trust Company
Nevada
$58.2M +$759K +1,847 +1%
SW
312
SteelPeak Wealth
California
$57.8M +$1.39M +3,383 +2%
DWM
313
Destination Wealth Management
California
$57.8M +$150K +366 +0.3%
APCM
314
Alaska Permanent Capital Management
Alaska
$57.3M +$2.11M +5,129 +4%
BFPW
315
BOK Financial Private Wealth
Colorado
$57.2M -$1.41M -3,431 -2%
MFG
316
Merit Financial Group
Georgia
$57M +$3.81M +9,266 +7%
PRA
317
Pine Ridge Advisers
New York
$56.9M – – –
ANB
318
Amarillo National Bank
Texas
$56.5M -$1.48M -3,601 -3%
KWMG
319
King Wealth Management Group
Florida
$56.4M +$1.34M +3,267 +2%
ANTB
320
AMG National Trust Bank
Colorado
$56.4M -$1.78M -4,335 -3%
SYBT
321
Stock Yards Bank & Trust
Kentucky
$56.1M +$418K +1,017 +0.8%
UW
322
Unique Wealth
Florida
$56M +$6.52M +15,861 +13%
VFIC
323
Valley Forge Investment Consultants
Pennsylvania
$55.9M -$501K -1,219 -0.9%
AFS
324
Amtrust Financial Services
New York
$55.8M -$10.3M -25,000 -16%
WCF
325
West Coast Financial
California
$55.7M -$8.53M -20,749 -13%
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