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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 %
CWM
476
Cranbrook Wealth Management
Michigan
$32.3M -$2.61M -6,359 -7%
BAAM
477
Baker Avenue Asset Management
California
$32.1M +$1.64M +3,980 +5%
CFP
478
Catalyst Financial Partners
Massachusetts
$32.1M +$3.23M +7,848 +11%
BHB
479
Bank Hapoalim BM
Israel
$31.8M -$3.54M -8,600 -10%
CFO
480
Custos Family Office
Texas
$31.8M +$6.66M +16,205 +27%
WA
481
Waterford Advisors
New York
$31.7M +$663K +1,612 +2%
AAG
482
Armstrong Advisory Group
Massachusetts
$31.7M +$1.86M +4,526 +6%
KFP
483
KB Financial Partners
New Jersey
$31.7M +$1.22M +2,970 +4%
BSSFA
484
Baron Silver Stevens Financial Advisors
Florida
$31.6M -$3.19M -7,758 -9%
CFC
485
Coyle Financial Counsel
Illinois
$31.5M -$684K -1,665 -2%
CCB
486
Country Club Bank
Missouri
$31.5M -$1.5M -3,707 -5%
MSA
487
Marino Stram & Associates
Massachusetts
$31.5M +$242K +588 +0.8%
GWM
488
GoalFusion Wealth Management
Texas
$31.4M +$307K +748 +1%
KTA
489
Keeley-Teton Advisors
Illinois
$31.4M +$579K +1,408 +2%
BA
490
Bristlecone Advisors
Washington
$31.4M -$369K -897 -1%
HCA
491
Heck Capital Advisors
Wisconsin
$31.3M -$7.34M -17,858 -19%
PWM
492
PRW Wealth Management
Massachusetts
$31.3M +$31.3M +74,960 New
TA
493
Tectonic Advisors
Texas
$31.2M +$2.62M +6,383 +9%
BAG
494
Briggs Advisory Group
Rhode Island
$30.8M -$134K -325 -0.4%
EWM
495
Evercore Wealth Management
New York
$30.6M -$4.45M -10,832 -13%
MSA
496
McAlister Sweet & Associates
Texas
$30.4M +$7.92M +19,266 +35%
RFP
497
Roth Financial Partners
Texas
$30.3M +$1.14M +2,781 +4%
B
498
Bailard
California
$30.1M -$566K -1,378 -2%
FA
499
Flagstar Advisors
New York
$30M -$2.12M -5,154 -7%
LNB
500
Ledyard National Bank
$29.8M +$6.23M +15,165 +26%
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