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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 %
FA
576
Flagstar Advisors
New York
$26.8M -$5.71M -12,802 -18%
BA
577
Bellwether Advisors
Nebraska
$26.7M -$66K -148 -0.2%
RCM
578
Rain Capital Management
Oregon
$26.6M +$89.6K +201 +0.3%
ERWM
579
Elk River Wealth Management
Colorado
$26.3M +$263K +591 +1%
ACM
580
Advisors Capital Management
New Jersey
$26.3M +$5.96M +13,369 +29%
AWM
581
Adams Wealth Management
Utah
$26.2M +$648K +1,454 +3%
FMN
582
Financial Management Network
California
$26M +$863K +1,933 +3%
CTA
583
Colonial Trust Advisors
South Carolina
$26M -$1.05M -2,347 -4%
BHWM
584
Bay Harbor Wealth Management
Maryland
$25.9M -$313K -702 -1%
BFP
585
Beacon Financial Planning
Massachusetts
$25.9M -$177K -398 -0.7%
RPC
586
Rossmore Private Capital
Connecticut
$25.9M -$892 -2 -0%
IC
587
IEQ Capital
California
$25.8M +$74K +166 +0.3%
FG
588
Foster Group
Iowa
$25.7M +$62.8K +141 +0.2%
AWM
589
Avondale Wealth Management
Texas
$25.7M -$844K -1,893 -3%
WSFS
590
Wilmington Savings Fund Society
Delaware
$25.7M +$8.61M +19,317 +50%
WFAG
591
Wescott Financial Advisory Group
Pennsylvania
$25.7M -$2.89M -6,475 -10%
Arrowstreet Capital
592
Arrowstreet Capital
Massachusetts
$25.6M +$8.14M +18,256 +46%
SIAM
593
Sterling Investment Advisors (Missouri)
Missouri
$25.6M -$1.38M -3,107 -5%
CA
594
CoreCap Advisors
Michigan
$25.5M +$25.5M +57,301 New
IWM
595
IHT Wealth Management
Illinois
$25.5M -$439K -985 -2%
FWA
596
FOCUS Wealth Advisors
Texas
$25.5M -$17.3M -38,925 -40%
MIA
597
MainStreet Investment Advisors
Illinois
$25.4M -$4.59M -10,303 -15%
GWM
598
GDS Wealth Management
Texas
$25.4M +$673K +1,511 +3%
VFP
599
Verus Financial Partners
Virginia
$25.3M -$938K -2,049 -4%
GCA
600
Gradient Capital Advisors
California
$25.3M +$4.46K +10 +0%
22 23
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