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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 %
BFA
476
Bluestem Financial Advisors
Illinois
$35.5M -$1.29M -2,890 -3%
FWM
477
Fairhaven Wealth Management
Illinois
$35.4M +$35.4M +79,394 New
WA
478
Waterford Advisors
New York
$35.3M +$854K +1,916 +2%
MSA
479
Marino Stram & Associates
Massachusetts
$35.1M +$1.02M +2,294 +3%
TA
480
Teramo Advisors
Florida
$35.1M – – –
Luther King Capital Management (LKCM)
481
Luther King Capital Management (LKCM)
Texas
$35M -$1.35M – –
CFO
482
Custos Family Office
Texas
$34.9M +$391K +878 +1%
BA
483
Bristlecone Advisors
Washington
$34.7M +$645K +1,448 +2%
CWM
484
Cranbrook Wealth Management
Michigan
$34.7M -$349K -782 -1%
EW
485
Enzi Wealth
Texas
$34.6M -$3.65M -8,064 -10%
FHC
486
Fort Henry Capital
West Virginia
$34.6M -$665K -1,492 -2%
OBWG
487
Onyx Bridge Wealth Group
New York
$34.6M +$17.1M +38,307 +98%
BHB
488
Bank Hapoalim BM
Israel
$34.5M – – –
DIM
489
Delta Investment Management
California
$34.4M +$30.7M +68,852 +817%
HPM
490
Hoxton Planning & Management
West Virginia
$34.4M -$1.68M -3,780 -5%
KTA
491
Keeley-Teton Advisors
Illinois
$34.4M +$305K +684 +0.9%
RA
492
RFG Advisory
Alabama
$34.3M -$5.71M -12,809 -14%
KFP
493
KB Financial Partners
New Jersey
$34.2M -$182K -408 -0.5%
GWM
494
GoalFusion Wealth Management
Texas
$34.1M +$47.2K +106 +0.1%
MA
495
MCF Advisors
Kentucky
$34M -$2.04M -4,568 -6%
TC
496
TownSquare Capital
Utah
$33.9M +$2.15M +4,823 +7%
RCM
497
Requisite Capital Management
Texas
$33.9M +$3.56M +7,991 +12%
TA
498
Tectonic Advisors
Texas
$33.8M – – –
CFC
499
Coyle Financial Counsel
Illinois
$33.8M -$367K -824 -1%
RFP
500
Roth Financial Partners
Texas
$33.8M +$940K +2,109 +3%
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