IVV icon

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 %
SC
501
Savant Capital
Illinois
$33.6M +$7.59M +17,021 +29%
BAG
502
Briggs Advisory Group
Rhode Island
$33.5M +$51.7K +116 +0.2%
EWM
503
Evercore Wealth Management
New York
$33.4M +$231K +519 +0.7%
PVAMC
504
PPS&V Asset Management Consultants
Michigan
$33.4M -$1.68M -3,775 -5%
GIA
505
Gladstone Institutional Advisory
Florida
$33.1M +$2.38M +5,338 +8%
BWM
506
BCGM Wealth Management
Indiana
$33M +$1.65M +3,711 +5%
LSERS
507
Louisiana State Employees Retirement System
Louisiana
$32.4M +$7.93M +17,800 +32%
WP
508
WealthShield Partners
North Carolina
$32.4M +$1.74M +3,898 +6%
BWA
509
BDO Wealth Advisors
Florida
$32.1M +$231K +518 +0.7%
KCM
510
Kaye Capital Management
California
$32.1M -$3.12M -6,994 -9%
PFA
511
Pinnacle Family Advisors
Missouri
$32M +$11.4M +25,481 +55%
HCMT
512
Highland Capital Management (Tennessee)
Tennessee
$31.8M -$75.3K -169 -0.2%
SIA
513
Sovereign Investment Advisors
Arizona
$31.5M +$95.8K +215 +0.3%
BA
514
Bluesphere Advisors
Pennsylvania
$31.4M +$388K +870 +1%
TAM
515
TCP Asset Management
Ohio
$31.4M +$6.03M +13,535 +24%
Two Sigma Advisers
516
Two Sigma Advisers
New York
$31.3M +$31.3M +70,200 New
BWIA
517
Bryant Woods Investment Advisors
New York
$31.1M +$560K +1,256 +2%
KPWS
518
Kestra Private Wealth Services
Texas
$31M +$3.79M +8,501 +14%
TGAM
519
TBH Global Asset Management
Tennessee
$31M +$237K +532 +0.8%
AAMA
520
Advanced Asset Management Advisors
Ohio
$30.9M – – –
RJT
521
Raymond James Trust
Florida
$30.8M +$390K +876 +1%
TRCT
522
Tower Research Capital (TRC)
New York
$30.8M +$13.2M +29,678 +75%
ATC
523
Argent Trust Co
Tennessee
$30.8M +$5.47M +12,270 +22%
KFA
524
Kelleher Financial Advisors
New York
$30.7M +$2.9M +6,513 +10%
PA
525
Parallel Advisors
California
$30.7M -$708K -1,588 -2%
19 20
21
22 23