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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 %
CSWG
351
Cardinal Strategic Wealth Guidance
Kentucky
$50.2M -$5.15M -12,540 -9%
RDFA
352
Ritter Daniher Financial Advisory
Ohio
$50.1M +$4.27M +10,398 +9%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$49.6M -$171K -415 -0.3%
BSW
354
Buckingham Strategic Wealth
Missouri
$49.2M – – –
1832 Asset Management
355
1832 Asset Management
Ontario, Canada
$49.1M +$34.3M +83,471 +233%
CTB
356
Country Trust Bank
Illinois
$49M -$2.67M -6,503 -5%
KFS
357
Kelly Financial Services
Massachusetts
$48.9M -$794K -1,931 -2%
CCWA
358
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M -$324K -789 -0.7%
PFM
359
Patton Fund Management
Texas
$48.8M +$48.3M +117,383 +9,361%
BF
360
BOK Financial
Oklahoma
$48.7M -$4.55M -11,061 -9%
HI
361
Hudock Inc
Pennsylvania
$48.3M +$19.8M +48,129 +69%
FFN
362
Focus Financial Network
Minnesota
$48.3M +$18.1M +44,143 +60%
MCM
363
MV Capital Management
Maryland
$48M +$1.89M +4,586 +4%
KFP
364
KMG Fiduciary Partners
Ohio
$48M +$6.42M +15,628 +15%
ETS
365
ESL Trust Services
New York
$47.5M +$139K +337 +0.3%
NA
366
Nottingham Advisors
New York
$47.3M -$64.1K -156 -0.1%
RCA
367
Resonant Capital Advisors
Wisconsin
$47.1M +$3.57M +8,677 +8%
PFG
368
PAX Financial Group
Texas
$47M -$2.67M -6,503 -5%
PA
369
Pinnacle Associates
New York
$46.8M +$769K +1,870 +2%
Deutsche Bank
370
Deutsche Bank
Germany
$46.7M +$289K +702 +0.6%
HWM
371
HighMark Wealth Management
Minnesota
$46.5M -$618K -1,501 -1%
APTFM
372
AGUR Provident & Training Funds Management
Israel
$46.4M -$9.92M -23,750 -18%
HNB
373
Huntington National Bank
Ohio
$45.7M -$38.4M – –
SHIM
374
Stone House Investment Management
Pennsylvania
$45.7M -$483K -1,174 -1%
HA
375
Harfst & Associates
Wyoming
$45.7M -$196K -476 -0.4%
13 14
15
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