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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 %
MIA
526
MainStreet Investment Advisors
Illinois
$27.7M -$7.25M -17,627 -21%
PI
527
Parkside Investments
Illinois
$27.7M -$414K -1,007 -1%
VCM
528
Verger Capital Management
North Carolina
$27.6M +$113K +276 +0.4%
MM
529
Meridian Management
Arkansas
$27.6M +$3.25M +7,895 +13%
SC
530
Schoolcraft Capital
Colorado
$27.6M -$187K -456 -0.7%
CWS
531
Cypress Wealth Services
California
$27.6M -$1.13M -2,748 -4%
NPF
532
Norris Perne & French
Michigan
$27.1M +$135K +329 +0.5%
BAM
533
Beaumont Asset Management
Texas
$27.1M -$305K -742 -1%
FCBT
534
First Citizens Bank & Trust
North Carolina
$27M -$826K -2,009 -3%
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$26.9M +$1.29M +3,136 +5%
TWC
536
TD Waterhouse Canada
Ontario, Canada
$26.8M -$1.36M -3,291 -5%
MYIA
537
Mount Yale Investment Advisors
Colorado
$26.7M -$8.51M -20,709 -24%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$26.7M +$1.95M +4,746 +8%
TF
539
Trek Financial
Arizona
$26.7M -$1.7M -4,140 -6%
CA
540
Cornerstone Advisory
Maryland
$26.5M -$819K -1,993 -3%
WFAG
541
Wescott Financial Advisory Group
Pennsylvania
$26.3M -$533K -1,296 -2%
S
542
SignatureFD
Georgia
$26.2M +$590K +1,435 +2%
1WM
543
1900 Wealth Management
Texas
$26.1M – – –
HF
544
Halpern Financial
Virginia
$26M +$649K +1,578 +3%
FTS
545
Fifth Third Securities
Ohio
$26M -$59.6K -145 -0.2%
WTB
546
Washington Trust Bank
Washington
$25.9M -$384K -934 -1%
EFH
547
Eaton Financial Holdings
Florida
$25.9M +$3.03M +7,374 +13%
CFP
548
Cypress Financial Planning
New Jersey
$25.9M +$1.25M +3,041 +5%
RA
549
Rational Advisors
New York
$25.8M -$5.12M -12,457 -17%
SL
550
Sentinus LLC
Illinois
$25.7M +$5.01M +12,196 +24%
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