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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 %
FFN
351
Focus Financial Network
Minnesota
$54.8M +$2.45M +5,498 +5%
NA
352
Nottingham Advisors
New York
$54.2M +$2.97M +6,664 +6%
LWA
353
Lineweaver Wealth Advisors
Ohio
$54.2M -$646K -1,449 -1%
CWM
354
Cahill Wealth Management
Michigan
$54.1M -$506K -1,136 -0.9%
CSWG
355
Cardinal Strategic Wealth Guidance
Kentucky
$54M -$429K -963 -0.8%
CI
356
Conning Inc
Connecticut
$53.9M -$15.3M -34,247 -22%
CIBC World Market
357
CIBC World Market
Ontario, Canada
$53.9M -$1.33M -2,973 -2%
MGB
358
Mass General Brigham
Massachusetts
$53.8M -$19.7M -44,185 -27%
JWM
359
Janiczek Wealth Management
Colorado
$53.8M -$309K -694 -0.6%
KFP
360
KMG Fiduciary Partners
Ohio
$53M +$1.03M +2,311 +2%
GSAM
361
Grant Street Asset Management
Pennsylvania
$53M -$5.43M -12,191 -9%
HCC
362
Hirtle Callaghan & Co
Pennsylvania
$52.8M -$2.26M -5,071 -4%
AL
363
Aspiriant LLC
California
$52.5M +$5.04M +11,318 +11%
KFS
364
Kelly Financial Services
Massachusetts
$52.4M -$638K -1,432 -1%
PA
365
Pinnacle Associates
New York
$52.3M +$1.56M +3,496 +3%
PWLP
366
Prio Wealth Limited Partnership
Massachusetts
$52.2M -$1.58M -3,543 -3%
Deutsche Bank
367
Deutsche Bank
Germany
$52M +$1.43M +3,215 +3%
HNB
368
Huntington National Bank
Ohio
$52M -$45.7M – –
RCA
369
Resonant Capital Advisors
Wisconsin
$52M +$845K +1,895 +2%
MFA
370
Mayflower Financial Advisors
Massachusetts
$51.7M -$2.56M -6,665 -5%
MWM
371
Mascoma Wealth Management
New Hampshire
$51.7M +$5.82M +12,893 +13%
HWM
372
HighMark Wealth Management
Minnesota
$51.4M +$1.02M +2,290 +2%
ETS
373
ESL Trust Services
New York
$51.2M -$335K -752 -0.7%
CTB
374
Country Trust Bank
Illinois
$51.1M -$2.01M -4,510 -4%
HI
375
Hudock Inc
Pennsylvania
$51.1M -$1.26M -2,818 -2%
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