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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 %
TCM
426
TD Capital Management
Tennessee
$37.9M -$130K -317 -0.3%
CWP
427
Corepath Wealth Partners
Arizona
$37.8M +$1.03M +2,495 +3%
SPIA
428
Strategic Point Investment Advisors
Rhode Island
$37.7M +$435K +1,058 +1%
DE
429
Day & Ennis
Georgia
$37.7M -$2.72M -6,609 -7%
WS
430
Wela Strategies
Georgia
$37.6M -$13.2M -32,022 -26%
SMC
431
Smith, Moore & Co
Missouri
$37.6M -$69.9K -170 -0.2%
SFA
432
Sequoia Financial Advisors
Ohio
$37.6M -$797K -1,938 -2%
IWMA
433
Ironwood Wealth Management (Arizona)
Arizona
$37.5M +$1.65M +4,018 +5%
UWPG
434
Ullmann Wealth Partners Group
Florida
$37.4M +$1.36M +3,310 +4%
SAM
435
Secure Asset Management
Michigan
$37.3M +$1.41M +3,439 +4%
MWM
436
MBE Wealth Management
Wisconsin
$37.2M -$2.76M -6,708 -7%
BOS
437
Bank of Stockton
California
$37.1M -$5.75M -13,991 -13%
EIA
438
Eldridge Investment Advisors
New Hampshire
$37.1M -$29.6K -72 -0.1%
CA
439
Centerpoint Advisors
Massachusetts
$36.9M +$1.23M +2,989 +3%
SCA
440
Snowden Capital Advisors
New York
$36.9M -$468K -1,138 -1%
RA
441
RFG Advisory
Alabama
$36.9M -$1.9M -4,610 -5%
FBB
442
Fulton Breakefield Broenniman
Maryland
$36.9M +$394K +959 +1%
JF
443
JSF Financial
California
$36.8M -$5.78M -14,065 -14%
Rafferty Asset Management
444
Rafferty Asset Management
New York
$36.8M -$46.1M -112,126 -56%
RhumbLine Advisers
445
RhumbLine Advisers
Massachusetts
$36.7M -$11.1M -27,063 -23%
HIG
446
Heritage Investment Group
Florida
$36.7M +$2.12M +5,163 +6%
TWA
447
TPB Wealth Advisors
Texas
$36.5M -$7.24M -17,607 -17%
WI
448
Wintrust Investments
Illinois
$36.3M -$4.61M -11,225 -11%
Citadel Advisors
449
Citadel Advisors
Florida
$36.3M +$24.9M +60,617 +219%
IF
450
Ironwood Financial
Arizona
$35.7M +$1.03M +2,511 +3%
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