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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 %
NCM
326
Narwhal Capital Management
Georgia
$55.7M +$2.82M +6,856 +5%
RVPG
327
Relative Value Partners Group
$55M +$5.69M +13,851 +12%
NEPPG
328
New England Professional Planning Group
Rhode Island
$54.7M +$1.17M +2,851 +2%
HFS
329
Hantz Financial Services
Michigan
$54.5M +$12.4M +30,153 +29%
FFA
330
First Foundation Advisors
California
$54.4M +$3.53M +8,599 +7%
Mackenzie Financial
331
Mackenzie Financial
Ontario, Canada
$54.4M -$4.83M -11,759 -8%
GSAM
332
Grant Street Asset Management
Pennsylvania
$53.9M -$12.2M -29,783 -19%
CW
333
Connectus Wealth
Ohio
$53.6M +$32.6K +79 +0.1%
BOCM
334
Bontempo Ohly Capital Management
Maryland
$53.2M +$11.2M +27,129 +27%
WAG
335
Winthrop Advisory Group
Massachusetts
$53.2M +$1.12M +2,726 +2%
WA
336
Wealth Architects
California
$52.5M +$703K +1,710 +1%
AI
337
Accredited Investors
Minnesota
$52.4M -$1.26M -3,057 -2%
DP
338
Divergent Planning
Maryland
$52.4M +$2.86M +6,964 +6%
CI
339
CX Institutional
Indiana
$52.3M +$485K +1,176 +0.9%
HH
340
HWG Holdings
Texas
$51.7M -$17.2M -41,756 -25%
CC
341
Courier Capital
New York
$51.6M +$529K +1,288 +1%
SAM
342
Securian Asset Management
Minnesota
$51.5M -$33.2M -80,666 -39%
VCM
343
Vision Capital Management
Oregon
$51.3M -$133K -324 -0.3%
VFA
344
Voya Financial Advisors
Connecticut
$51.1M +$452K +1,116 +0.9%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$51M -$2.56M -6,226 -5%
HCC
346
Hirtle Callaghan & Co
Pennsylvania
$50.8M +$484K +1,177 +1%
LWA
347
Lineweaver Wealth Advisors
Ohio
$50.6M +$4.17M +10,144 +9%
MFA
348
Mayflower Financial Advisors
Massachusetts
$50.4M -$1.06M -2,962 -2%
CWM
349
Cahill Wealth Management
Michigan
$50.4M -$293K -713 -0.6%
JWM
350
Janiczek Wealth Management
Colorado
$50.2M -$1.81M -4,374 -3%
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