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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 %
VCM
551
Verger Capital Management
North Carolina
$28.5M -$1.45M -3,257 -5%
DZ Bank
552
DZ Bank
Germany
$28.4M +$1.05M +2,347 +4%
FTS
553
Fifth Third Securities
Ohio
$28.3M +$115K +258 +0.4%
VFA
554
Voya Financial Advisors
Connecticut
$28.2M -$27.3M -62,029 -49%
GSWM
555
Greenup Street Wealth Management
Michigan
$28.1M -$8.66M -19,430 -24%
CWA
556
Consilio Wealth Advisors
Washington
$28.1M +$6.11M +13,709 +28%
SL
557
Sentinus LLC
Illinois
$28.1M +$239K +536 +0.9%
JWA
558
JFS Wealth Advisors
Pennsylvania
$28.1M +$911K +2,043 +3%
ICMARC
559
International City Management Association Retirement Corp
District of Columbia
$28.1M -$3.27M -7,335 -10%
TWC
560
TD Waterhouse Canada
Ontario, Canada
$28.1M -$958K -2,141 -3%
CFP
561
Cypress Financial Planning
New Jersey
$28M +$26.8K +60 +0.1%
MMA
562
Miracle Mile Advisors
California
$28M +$4.53M +10,160 +19%
WTB
563
Washington Trust Bank
Washington
$27.9M -$222K -499 -0.8%
CST
564
Charles Schwab Trust
Nevada
$27.9M -$945K -2,252 -3%
Barclays
565
Barclays
United Kingdom
$27.8M +$22.4M +50,201 +410%
HWAM
566
Hennion & Walsh Asset Management
New Jersey
$27.7M -$14.9M -33,400 -35%
CA
567
Cornerstone Advisory
Maryland
$27.7M -$1.01M -2,273 -4%
ACP
568
Aveo Capital Partners
Colorado
$27.7M +$823K +1,846 +3%
FFA
569
Farther Finance Advisors
California
$27.4M +$4.74M +10,629 +21%
PFP
570
Pinnacle Financial Partners
Tennessee
$27.3M +$1.92M +4,315 +8%
BIAS
571
Beacon Investment Advisory Services
New Jersey
$27.2M -$9.36K -21 -0%
ES
572
ETF Store
Kansas
$27.2M +$1.22M +2,670 +5%
FNBOH
573
First National Bank of Hutchinson
Kansas
$27.2M -$78.4K -176 -0.3%
OGF
574
Orin Green Financial
California
$26.9M +$362K +813 +1%
S
575
SignatureFD
Georgia
$26.8M -$1.56M -3,498 -5%
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