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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 %
SXL
401
Summit X LLC
Missouri
$42M +$21.2M +51,514 +102%
BHWM
402
Bar Harbor Wealth Management
New Hampshire
$41.8M -$581K -1,413 -1%
LPAM
403
Lodestar Private Asset Management
California
$41.5M +$1.71M +4,150 +4%
GL
404
Graypoint LLC
New York
$41.4M +$8.97M +21,817 +28%
NEAM
405
New England Asset Management
Connecticut
$40.7M -$7.87M -19,155 -16%
CPSAC
406
Chas P. Smith & Associates (CPS)
Florida
$40.5M -$239K -582 -0.6%
FA
407
Fiducient Advisors
Illinois
$40.5M -$2.62M -6,385 -6%
P3I
408
Progeny 3 Inc
Washington
$40.4M – – –
CG
409
Colony Group
Massachusetts
$40.1M -$1.62M -3,952 -4%
MG
410
Mather Group
Illinois
$39.6M -$572K -1,392 -1%
OAP
411
One Advisory Partners
Kansas
$39.6M +$846K +2,059 +2%
CPW
412
Crestmont Private Wealth
Texas
$39.6M -$197K -479 -0.5%
FWA
413
FOCUS Wealth Advisors
Texas
$39.5M +$396K +963 +1%
HWAM
414
Hennion & Walsh Asset Management
New Jersey
$39.3M -$11.7M -28,467 -23%
VWA
415
Visionary Wealth Advisors
Illinois
$39.2M -$4.85M -11,788 -11%
BG
416
Benedetti & Gucer
Georgia
$39.1M -$1.52M -3,690 -4%
LBC
417
Lowe Brockenbrough & Co
Virginia
$39M +$3.61M +8,790 +10%
CT
418
Cambridge Trust
Massachusetts
$39M -$1.9M -4,620 -5%
AWM
419
Avior Wealth Management
Nebraska
$39M +$1.82M +4,437 +5%
SAM
420
Standpoint Asset Management
Arizona
$38.9M +$1.89M +4,600 +5%
PP
421
PDS Planning
Ohio
$38.8M +$2.58M +6,267 +7%
DGAM
422
Desjardins Global Asset Management
Quebec, Canada
$38.6M +$38.6M +93,795 New
MWA
423
Meridian Wealth Advisors
Texas
$38.5M -$180K -438 -0.5%
AWM
424
Apollon Wealth Management
South Carolina
$38.5M -$34.2M -83,086 -47%
LNC
425
Lincoln National Corp
Pennsylvania
$38.2M +$2.27M +5,512 +6%
15 16
17
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