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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 %
VFIC
326
Valley Forge Investment Consultants
Pennsylvania
$61.1M +$521K +1,168 +0.9%
SYBT
327
Stock Yards Bank & Trust
Kentucky
$61.1M +$227K +510 +0.4%
PRA
328
Pine Ridge Advisers
New York
$60.1M -$1.5M -3,375 -2%
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$60.1M -$22.3M -40,941 -27%
APCM
330
Alaska Permanent Capital Management
Alaska
$60M -$2.07M -4,652 -3%
MIS
331
Morningstar Investment Services
Illinois
$59.8M -$8.83M -20,062 -13%
BFPW
332
BOK Financial Private Wealth
Colorado
$59.6M -$2.46M -5,530 -4%
BSW
333
Buckingham Strategic Wealth
Missouri
$59.3M +$2.26M +5,074 +4%
HH
334
HWG Holdings
Texas
$58.8M +$2.69M +6,031 +5%
AFS
335
Amtrust Financial Services
New York
$58.7M -$1.78M -4,000 -3%
DP
336
Divergent Planning
Maryland
$58.7M +$1.88M +4,225 +3%
ANTB
337
AMG National Trust Bank
Colorado
$58.2M -$2.97M -6,659 -5%
NEPPG
338
New England Professional Planning Group
Rhode Island
$58M -$1.48M -3,331 -2%
BOCM
339
Bontempo Ohly Capital Management
Maryland
$57.8M +$86.5K +194 +0.1%
WA
340
Wealth Architects
California
$57.4M +$517K +1,160 +0.9%
MCM
341
MV Capital Management
Maryland
$57.2M +$5.15M +11,560 +10%
NL
342
NWAM LLC
Washington
$57M -$10.6M -23,865 -16%
RDFA
343
Ritter Daniher Financial Advisory
Ohio
$56.5M +$2.22M +4,989 +4%
AI
344
Accredited Investors
Minnesota
$56.3M -$465K -1,044 -0.8%
SAM
345
Securian Asset Management
Minnesota
$55.8M – – –
CI
346
CX Institutional
Indiana
$55.8M -$788K -1,769 -1%
CC
347
Courier Capital
New York
$55.7M -$292K -655 -0.5%
FFA
348
First Foundation Advisors
California
$55.6M -$3.44M -7,715 -6%
RhumbLine Advisers
349
RhumbLine Advisers
Massachusetts
$55.3M +$15.5M +34,750 +39%
VCM
350
Vision Capital Management
Oregon
$55M -$542K -1,217 -1%
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