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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
1
Marshall Wace
United Kingdom
$2.1B
2
Millennium Management
2
Millennium Management
New York
$1.92B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.8B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.14B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$12.6B

Top Sellers

1
BlackRock
1
BlackRock
New York
$30.1B
2
Bank of America
2
Bank of America
North Carolina
$7.34B
3
JSTA
3
Japan Science & Technology Agency
Japan
$6.13M
4
Citigroup
4
Citigroup
New York
$418M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.53B +$12.6M +28,192 +0.8%
Asset Management One
27
Asset Management One
Japan
$1.41B +$7.58M +17,013 +0.5%
UBS Group
28
UBS Group
Switzerland
$1.28B -$32.2M -72,339 -2%
MERSOM
29
Municipal Employees' Retirement System of Michigan
Michigan
$1.27B – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$1.22B -$13.9M -31,110 -1%
KeyBank National Association
31
KeyBank National Association
Ohio
$1.17B -$95.9M -215,258 -8%
Prudential Financial
32
Prudential Financial
New Jersey
$1.15B +$43.1M +96,593 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.14B +$57.3M +128,564 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.14B +$143M +320,888 +14%
National Pension Service
35
National Pension Service
South Korea
$1.02B – – –
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$949M +$17.3M +39,982 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$914M +$154M +344,736 +20%
BA
38
Bridgewater Associates
Connecticut
$897M +$82.3M +184,684 +10%
PAS
39
Park Avenue Securities
New York
$880M +$20.8M +46,645 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$866M +$2.87M +6,432 +0.3%
CIA
41
Choate Investment Advisors
Massachusetts
$862M +$225M +503,910 +35%
WANY
42
Wealthspire Advisors (New York)
New York
$861M +$43.6M +97,835 +5%
HighTower Advisors
43
HighTower Advisors
Illinois
$861M +$45.3M +101,540 +6%
CPCM
44
Cornerstone Partners Capital Management
Virginia
$842M -$99.1M -222,366 -11%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$840M +$32.8M +73,650 +4%
CS
46
Credit Suisse
Switzerland
$828M -$29.7M -66,715 -3%
B
47
Barings
North Carolina
$818M +$20.1M +45,018 +3%
GT
48
Greenleaf Trust
Michigan
$793M +$3.65M +8,184 +0.5%
FHB
49
First Hawaiian Bank
Hawaii
$724M -$24.7M -55,499 -3%
Cerity Partners
50
Cerity Partners
New York
$705M +$140M +314,709 +25%
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