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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 %
PWA
301
Physician Wealth Advisors
Utah
$66.4M -$567K -1,270 -0.8%
CAM
302
Chandler Asset Management
California
$66M -$719K -1,614 -1%
RVPG
303
Relative Value Partners Group
$65.5M +$5.82M +13,065 +10%
CFO
304
Callan Family Office
Pennsylvania
$65.3M +$654K +1,467 +1%
ONB
305
Old National Bancorp
Indiana
$64.9M -$1.68M -3,775 -3%
SFS
306
Summit Financial Strategies
Ohio
$64.2M -$1.22M -2,741 -2%
IAN
307
Integrated Advisors Network
Texas
$63.9M -$1.32M -2,962 -2%
CWM
308
Curi Wealth Management
North Carolina
$63.8M +$736K +1,651 +1%
SAS
309
Sage Advisory Services
Texas
$63.1M -$27.9M -62,702 -31%
KWMG
310
King Wealth Management Group
Florida
$63M +$1.8M +4,040 +3%
MFG
311
Merit Financial Group
Georgia
$63M +$1.22M +2,732 +2%
SIRP
312
Shelter Insurance Retirement Plan
Missouri
$62.9M -$7.24M -16,245 -10%
SW
313
SteelPeak Wealth
California
$62.9M +$172K +385 +0.3%
CIM
314
CIM Investment Management
Pennsylvania
$62.8M -$880K -1,975 -1%
RWP
315
RWA Wealth Partners
Massachusetts
$62.8M +$13.8M +30,920 +28%
KA
316
Kovack Advisors
Florida
$62.7M -$8M -17,953 -11%
SFS
317
Sowell Financial Services
Arkansas
$62.4M +$13.7M +30,686 +28%
NCM
318
Narwhal Capital Management
Georgia
$62.2M +$1.86M +4,184 +3%
ACM
319
Arcataur Capital Management
Wisconsin
$62M +$62M +139,186 New
SAF
320
Smith Anglin Financial
Texas
$61.9M -$2.42M -5,421 -4%
UW
321
Unique Wealth
Florida
$61.7M +$935K +2,098 +2%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$61.6M +$2.52M +5,647 +4%
DWM
323
Destination Wealth Management
California
$61.4M -$1.32M -2,967 -2%
ANB
324
Amarillo National Bank
Texas
$61.3M +$58.4K +131 +0.1%
WAG
325
Winthrop Advisory Group
Massachusetts
$61.2M +$3.48M +7,815 +6%
11 12
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