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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 %
CS
426
Cisco Systems
California
$42.3M +$42.3M +95,000 New
LBC
427
Lowe Brockenbrough & Co
Virginia
$42.2M -$97.2K -218 -0.2%
CPSAC
428
Chas P. Smith & Associates (CPS)
Florida
$42.2M -$1.76M -3,953 -4%
BOS
429
Bank of Stockton
California
$42.1M +$1.84M +4,133 +5%
HIG
430
Heritage Investment Group
Florida
$42.1M +$2.3M +5,152 +6%
IWMA
431
Ironwood Wealth Management (Arizona)
Arizona
$41.9M +$1.19M +2,661 +3%
FBB
432
Fulton Breakefield Broenniman
Maryland
$41.8M +$1.8M +4,031 +4%
DGAM
433
Desjardins Global Asset Management
Quebec, Canada
$41.8M – – –
CGA
434
Crescent Grove Advisors
Illinois
$41.6M +$3.8M +8,516 +10%
VWA
435
Visionary Wealth Advisors
Illinois
$41.6M -$888K -1,993 -2%
MWA
436
Meridian Wealth Advisors
Texas
$41.4M -$361K -809 -0.9%
BG
437
Benedetti & Gucer
Georgia
$41.4M -$1.04M -2,328 -2%
PSCM
438
Per Stirling Capital Management
Texas
$41.3M -$4.31M -9,668 -9%
SAM
439
Secure Asset Management
Michigan
$41M +$529K +1,186 +1%
SHGA
440
Sand Hill Global Advisors
California
$40.9M +$5.17M +11,610 +14%
BS
441
Banco Santander
Spain
$40.8M +$15.1M +33,968 +59%
SMC
442
Smith, Moore & Co
Missouri
$40.7M -$54.8K -123 -0.1%
SPIA
443
Strategic Point Investment Advisors
Rhode Island
$40.6M -$299K -670 -0.7%
TCM
444
TD Capital Management
Tennessee
$40.3M -$829K -1,861 -2%
EWA
445
EP Wealth Advisors
California
$40.1M -$2.41M -299 -6%
DE
446
Day & Ennis
Georgia
$40.1M -$733K -1,644 -2%
SS
447
Simplicity Solutions
Minnesota
$40M -$29.8M -66,811 -43%
MWM
448
MBE Wealth Management
Wisconsin
$39.9M -$373K -836 -0.9%
Rafferty Asset Management
449
Rafferty Asset Management
New York
$39.8M – – –
LNB
450
Ledyard National Bank
$39.5M +$7.18M +16,119 +22%
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