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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 %
SC
576
Savant Capital
Illinois
$24M +$2.89M +7,019 +14%
IWM
577
IHT Wealth Management
Illinois
$23.9M -$667K -1,622 -3%
RPC
578
Rossmore Private Capital
Connecticut
$23.8M -$721K -1,754 -3%
KWM
579
Keebeck Wealth Management
Illinois
$23.8M +$783K +1,904 +3%
IC
580
IEQ Capital
California
$23.7M +$292K +711 +1%
FG
581
Foster Group
Iowa
$23.7M +$1.2M +2,919 +5%
BS
582
Banco Santander
Spain
$23.7M -$2.34M -5,687 -9%
AWM
583
Adams Wealth Management
Utah
$23.5M -$3.72M -9,041 -14%
PFP
584
Pinnacle Financial Partners
Tennessee
$23.4M +$989K +2,406 +4%
ATC
585
Argent Trust Co
Tennessee
$23.4M -$1.95M -4,738 -8%
TAM
586
TCP Asset Management
Ohio
$23.4M +$5.64M +13,709 +32%
VFP
587
Verus Financial Partners
Virginia
$23.3M -$475K -1,168 -2%
GCA
588
Gradient Capital Advisors
California
$23.3M +$288K +700 +1%
ES
589
ETF Store
Kansas
$23.2M +$666K +1,634 +3%
FMN
590
Financial Management Network
California
$23.1M +$692K +1,686 +3%
BA
591
Ballew Advisors
Mississippi
$23M +$260K +593 +1%
SQA
592
Simon Quick Advisors
New Jersey
$22.9M +$1.68M +4,094 +8%
GWM
593
GDS Wealth Management
Texas
$22.8M -$1.86M -4,527 -8%
CWM
594
Campbell Wealth Management
Virginia
$22.8M +$345K +840 +2%
SSWM
595
Sheets Smith Wealth Management
North Carolina
$22.8M -$1.42M -3,458 -6%
LSERS
596
Louisiana State Employees Retirement System
Louisiana
$22.6M -$411K -1,000 -2%
IFPG
597
Intrepid Financial Planning Group
Indiana
$22.5M -$475K -1,156 -2%
WCM
598
Windsor Capital Management
Arizona
$22.4M +$1.12M +2,717 +5%
FCA
599
FinTrust Capital Advisors
South Carolina
$22.4M – – –
BFS
600
Bard Financial Services
Connecticut
$22.2M -$1.03M -2,500 -4%
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