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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 %
CCWA
376
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.9M -$2.08M -4,676 -4%
SHIM
377
Stone House Investment Management
Pennsylvania
$50.6M +$1.05M +2,347 +2%
MHS
378
M Holdings Securities
Oregon
$50.3M -$19.7M -44,272 -28%
BF
379
BOK Financial
Oklahoma
$50.1M -$2.66M -5,965 -5%
PFG
380
PAX Financial Group
Texas
$49.8M -$1.19M -2,676 -2%
GL
381
Graypoint LLC
New York
$49.1M +$4.24M +9,524 +9%
WCF
382
West Coast Financial
California
$49M -$11.4M -25,545 -19%
WA
383
Wealth Alliance
New York
$49M +$1.95M +4,372 +4%
CB
384
Community Bank
New York
$48.7M +$2.93M +6,583 +6%
AIP
385
Ameritas Investment Partners
Nebraska
$48.5M +$1.2M +2,684 +3%
SAM
386
Standpoint Asset Management
Arizona
$48.4M +$6.28M +14,100 +15%
KPWG
387
KFA Private Wealth Group
Virginia
$48.4M +$332K +744 +0.7%
PWM
388
Perigon Wealth Management
California
$48.2M +$20.7M +46,519 +76%
OC
389
Oppenheimer & Co
New York
$48.1M +$418K +937 +0.9%
SL
390
SWMG LLC
Texas
$48M +$1.85M +4,154 +4%
HA
391
Harfst & Associates
Wyoming
$48M -$1.58M -3,535 -3%
IWM
392
Integris Wealth Management
California
$47.9M +$104K +233 +0.2%
EC
393
EdgeRock Capital
Colorado
$47.2M +$650K +1,458 +1%
CFGS
394
Concourse Financial Group Securities
Alabama
$47.1M +$289K +649 +0.6%
LWM
395
Liberty Wealth Management
California
$47M +$371K +832 +0.8%
GF
396
Gries Financial
Ohio
$46.8M +$730K +1,637 +2%
PIM
397
Parker Investment Management
California
$46.7M -$720K -1,616 -2%
RA
398
Rational Advisors
New York
$46.4M +$18.5M +41,438 +66%
WDL
399
Well Done LLC
Michigan
$46.2M -$536K -1,203 -1%
DSA
400
Droms Strauss Advisors
Missouri
$46.1M +$94.5K +212 +0.2%
14 15
16
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