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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 %
CP
601
Capital Planning
Washington
$22.2M +$967K +2,352 +5%
CIA
602
Capital Investment Advisors
Georgia
$22.1M -$654K -1,590 -3%
UFA
603
US Financial Advisors
Massachusetts
$22M +$1.2M +2,922 +6%
BFM
604
Boston Financial Management
Massachusetts
$22M -$51K -124 -0.2%
WPW
605
Waldron Private Wealth
Pennsylvania
$21.8M -$1.73M -4,208 -7%
LF
606
Lantz Financial
Illinois
$21.8M +$138K +335 +0.6%
ECG
607
Edge Capital Group
Georgia
$21.8M +$8.7M +21,156 +66%
SCA
608
Stonebridge Capital Advisors
Minnesota
$21.7M +$763K +1,856 +4%
RWA
609
Ropes Wealth Advisors
Massachusetts
$21.7M -$98.2K -239 -0.5%
DJYG
610
David J. Yvars Group
Florida
$21.6M +$6.82M +16,601 +46%
MMA
611
Miracle Mile Advisors
California
$21.6M -$515K -1,253 -2%
KWS
612
Keystone Wealth Services
California
$21.6M -$1.8M -4,371 -8%
DCM
613
Disciplina Capital Management
Tennessee
$21.6M -$2.11M -5,135 -9%
RFO
614
RiverGlades Family Offices
Florida
$21.6M -$1.34M -3,251 -6%
TWM
615
Trevian Wealth Management
Massachusetts
$21.5M +$5.27M +12,824 +32%
Janus Henderson Group
616
Janus Henderson Group
United Kingdom
$21.5M +$3.06M +7,432 +17%
KCM
617
Kanawha Capital Management
Virginia
$21.4M -$105K -255 -0.5%
VA
618
Valmark Advisers
Ohio
$21.4M +$2.35M +5,708 +12%
IWP
619
IAG Wealth Partners
Wisconsin
$21.3M -$813K -1,977 -4%
CGFA
620
Colton Groome Financial Advisors
North Carolina
$21.3M +$6.51M +15,833 +44%
DWT
621
Dorsey & Whitney Trust
South Dakota
$21.1M -$40.7K -99 -0.2%
PCA
622
Pallas Capital Advisors
Massachusetts
$21.1M +$65.9K +159 +0.3%
TC
623
Telemus Capital
Michigan
$21M -$90.8K -221 -0.4%
WPW
624
Watershed Private Wealth
Illinois
$21M +$1.53M +3,720 +8%
FFA
625
Farther Finance Advisors
California
$20.9M +$3.08M +7,498 +17%
23 24
25
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