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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 %
IF
451
Ironwood Financial
Arizona
$39.3M +$591K +1,326 +2%
SCA
452
Snowden Capital Advisors
New York
$39M -$1.05M -2,367 -3%
WI
453
Wintrust Investments
Illinois
$38.9M -$467K -1,048 -1%
KWM
454
Keebeck Wealth Management
Illinois
$38.5M +$12.8M +28,612 +49%
TI
455
Tidal Investments
Wisconsin
$38.5M +$38.2M +85,787 +13,837%
1WM
456
1900 Wealth Management
Texas
$38.4M +$8.13M +18,249 +27%
SIG
457
Stonegate Investment Group
Alabama
$38.3M +$2.96M +6,645 +8%
GPA
458
Guidance Point Advisors
Massachusetts
$38.2M -$202K -454 -0.5%
CWM
459
Cornerstone Wealth Management
Missouri
$38.2M +$172K +386 +0.5%
HCA
460
Heck Capital Advisors
Wisconsin
$38M +$3.99M +8,962 +12%
CFP
461
Catalyst Financial Partners
Massachusetts
$37.9M +$3.15M +7,060 +9%
MSWMA
462
Market Street Wealth Management Advisors
Indiana
$37.5M -$553K -1,241 -1%
AA
463
Ancora Advisors
Ohio
$37.5M -$809K -1,816 -2%
TPCW
464
TD Private Client Wealth
New York
$37.4M +$1.22M +2,728 +3%
BAAM
465
Baker Avenue Asset Management
California
$37.4M +$2.58M +5,784 +7%
BSSFA
466
Baron Silver Stevens Financial Advisors
Florida
$36.8M +$2.49M +5,585 +7%
BIM
467
Bridges Investment Management
Nebraska
$36.1M -$934K -2,095 -3%
GLA
468
Great Lakes Advisors
Illinois
$36.1M -$1.18M -2,650 -3%
WAAG
469
Wealth Alliance Advisory Group
Kansas
$36M -$904K -2,028 -2%
SFA
470
Sequoia Financial Advisors
Ohio
$35.9M -$4.8M -10,767 -12%
EIA
471
Eldridge Investment Advisors
New Hampshire
$35.9M -$4.35M -9,755 -11%
T
472
TNF
Montana
$35.7M -$216K -485 -0.6%
B
473
Bailard
California
$35.7M +$3.1M +6,944 +9%
AAG
474
Armstrong Advisory Group
Massachusetts
$35.6M +$1.26M +2,832 +4%
CCB
475
Country Club Bank
Missouri
$35.6M +$1.42M +3,225 +4%
17 18
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