IVV icon

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 %
CAG
601
Crestwood Advisors Group
Massachusetts
$25.2M +$8.5M +19,073 +51%
BWFA
602
Baltimore-Washington Financial Advisors
Maryland
$25.2M +$8.55M +19,182 +51%
FA
603
FDx Advisors
Illinois
$25.1M +$949K +2,130 +4%
CPIG
604
Chicago Partners Investment Group
Illinois
$25M +$2.64M +5,824 +12%
WCM
605
Windsor Capital Management
Arizona
$24.8M +$475K +1,066 +2%
WPW
606
Watershed Private Wealth
Illinois
$24.8M +$2.02M +4,521 +9%
SSWM
607
Sheets Smith Wealth Management
North Carolina
$24.7M +$1.34K +3 +0%
PCIA
608
Prime Capital Investment Advisors
Kansas
$24.7M +$22.1M +49,630 +875%
CA
609
CSM Advisors
Pennsylvania
$24.6M +$18.5M +41,466 +303%
CP
610
Capital Planning
Washington
$24.4M +$320K +718 +1%
SLF
611
Sun Life Financial
Ontario, Canada
$24.3M +$1.64M +3,678 +7%
SWA
612
Stratos Wealth Advisors
Ohio
$24.3M +$2.88M +6,454 +13%
LF
613
Lantz Financial
Illinois
$24.2M +$495K +1,110 +2%
IFPG
614
Intrepid Financial Planning Group
Indiana
$24.2M -$269K -603 -1%
SCA
615
Stonebridge Capital Advisors
Minnesota
$24.2M +$657K +1,475 +3%
BFS
616
Bard Financial Services
Connecticut
$24.1M – – –
DWT
617
Dorsey & Whitney Trust
South Dakota
$24M +$1.16M +2,610 +5%
BNP Paribas Financial Markets
618
BNP Paribas Financial Markets
France
$23.9M +$11.2M +25,036 +88%
RWA
619
Ropes Wealth Advisors
Massachusetts
$23.8M +$310K +696 +1%
KCM
620
Kanawha Capital Management
Virginia
$23.8M +$556K +1,248 +2%
Bank Julius Baer & Co
621
Bank Julius Baer & Co
Switzerland
$23.8M +$12.6M +28,243 +113%
DJYG
622
David J. Yvars Group
Florida
$23.7M +$276K +620 +1%
UFA
623
US Financial Advisors
Massachusetts
$23.7M -$195K -437 -0.8%
ECG
624
Edge Capital Group
Georgia
$23.6M -$82K -184 -0.3%
CCFM
625
Clear Creek Financial Management
Washington
$23.4M +$1.66M +3,733 +8%
23 24
25
26 27