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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 %
GRP
526
Global Retirement Partners
California
$30.7M +$2.94M +6,601 +11%
EWA
527
Exencial Wealth Advisors
Oklahoma
$30.6M +$172K +387 +0.6%
PI
528
Parkside Investments
Illinois
$30.5M +$530K +1,189 +2%
WS
529
Wedbush Securities
California
$30.5M +$325K +729 +1%
SQA
530
Simon Quick Advisors
New Jersey
$30.3M +$5.4M +12,117 +22%
MYIA
531
Mount Yale Investment Advisors
Colorado
$30.2M +$1.24M +2,777 +4%
FCBT
532
First Citizens Bank & Trust
North Carolina
$30.2M +$926K +2,077 +3%
TF
533
Trek Financial
Arizona
$30.2M +$1.29M +2,903 +4%
CGFA
534
Colton Groome Financial Advisors
North Carolina
$30.2M +$7.06M +15,846 +31%
MM
535
Meridian Management
Arkansas
$30.2M +$235K +527 +0.8%
BFA
536
Beaumont Financial Advisors
Massachusetts
$30.1M -$1.25M -2,804 -4%
FFA
537
Fi3 Financial Advisors
Indiana
$30.1M +$3.45M +7,744 +13%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$30.1M +$1.09M +2,435 +4%
LL
539
LWMG LLC
Minnesota
$30M -$611K -1,371 -2%
Allianz Asset Management
540
Allianz Asset Management
Germany
$29.8M +$29.8M +66,950 New
PFA
541
Pettinga Financial Advisors
Indiana
$29.7M -$402K -901 -1%
AWM
542
AAF Wealth Management
Massachusetts
$29.6M -$802K -1,800 -3%
CA
543
Clearstead Advisors
Ohio
$29.5M +$1.8M +4,037 +6%
CWS
544
Cypress Wealth Services
California
$29.2M -$1.16M -2,557 -4%
NPF
545
Norris Perne & French
Michigan
$29.2M -$226K -507 -0.8%
SC
546
Schoolcraft Capital
Colorado
$29.1M -$772K -1,731 -3%
SC
547
Saiph Capital
New Jersey
$28.9M +$7.6M +17,041 +36%
BAM
548
Beaumont Asset Management
Texas
$28.9M -$449K -1,007 -2%
HF
549
Halpern Financial
Virginia
$28.8M +$600K +1,346 +2%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$28.8M +$2.09M +4,685 +8%
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