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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 %
GPA
451
Guidance Point Advisors
Massachusetts
$35.4M +$1.47M +3,567 +4%
AA
452
Ancora Advisors
Ohio
$35.3M +$478K +1,162 +1%
EW
453
Enzi Wealth
Texas
$35.1M -$5.39M -12,957 -13%
MSWMA
454
Market Street Wealth Management Advisors
Indiana
$35.1M -$12.3M -29,932 -26%
CI
455
Clal Insurance
Israel
$35.1M +$2.47M +6,013 +8%
CWM
456
Cornerstone Wealth Management
Missouri
$35.1M +$35.1M +85,292 New
TCM
457
Towercrest Capital Management
Pennsylvania
$34.9M +$1.35M +3,275 +4%
CGA
458
Crescent Grove Advisors
Illinois
$34.9M -$4.35M -10,577 -11%
GLA
459
Great Lakes Advisors
Illinois
$34.4M -$11M -26,662 -24%
AssetMark Inc
460
AssetMark Inc
California
$34.3M +$2.63M +6,390 +8%
BIM
461
Bridges Investment Management
Nebraska
$34.2M -$505K -1,228 -1%
WAAG
462
Wealth Alliance Advisory Group
Kansas
$34M +$135K +328 +0.4%
BFA
463
Bluestem Financial Advisors
Illinois
$34M +$1.22M +2,965 +4%
GSWM
464
Greenup Street Wealth Management
Michigan
$33.9M +$15M +36,523 +79%
T
465
TNF
Montana
$33.7M +$1.99M +4,766 +6%
TPCW
466
TD Private Client Wealth
New York
$33.4M +$3.75M +9,133 +13%
Lido Advisors
467
Lido Advisors
California
$33.3M +$18.2M +75,071 +120%
HPM
468
Hoxton Planning & Management
West Virginia
$33.3M -$1.97M -4,791 -6%
MA
469
MCF Advisors
Kentucky
$33.2M +$1.37M +3,332 +4%
SHGA
470
Sand Hill Global Advisors
California
$33M -$272K -662 -0.8%
SIG
471
Stonegate Investment Group
Alabama
$32.6M +$3.99M +9,700 +14%
FHC
472
Fort Henry Capital
West Virginia
$32.5M +$691K +1,682 +2%
KCM
473
Kaye Capital Management
California
$32.4M -$18.5M -45,023 -36%
TA
474
Teramo Advisors
Florida
$32.4M +$6.45M +15,700 +25%
PVAMC
475
PPS&V Asset Management Consultants
Michigan
$32.3M +$595K +1,447 +2%
17 18
19
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