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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 %
SLF
626
Sun Life Financial
Ontario, Canada
$20.9M – – –
DT
627
Diversified Trust
Tennessee
$20.9M +$2.01M +4,897 +11%
SAM
628
Silverhawk Asset Management
Arizona
$20.9M +$1.44M +3,513 +7%
FA
629
FDx Advisors
Illinois
$20.8M – – –
PPW
630
PACK Private Wealth
Minnesota
$20.7M +$681K +1,657 +3%
VPP
631
Vertex Planning Partners
Illinois
$20.6M -$317K -770 -2%
CAAM
632
Cornerstone Advisors Asset Management
Pennsylvania
$20.6M +$2.53M +6,158 +14%
MC
633
Middleton & Co
Massachusetts
$20.6M +$157K +381 +0.8%
CPIG
634
Chicago Partners Investment Group
Illinois
$20.5M +$2.68M +6,458 +15%
PFGIA
635
Patriot Financial Group Insurance Agency
Massachusetts
$20.4M +$2M +4,862 +11%
National Bank of Canada
636
National Bank of Canada
Quebec, Canada
$20.4M -$1.09M -2,639 -5%
CWA
637
Consilio Wealth Advisors
Washington
$20.3M +$815K +1,983 +4%
LWA
638
LWS Wealth Advisors
New Jersey
$20.2M +$657K +1,599 +3%
PCG
639
Prosperity Consulting Group
Maryland
$20.1M +$470K +1,144 +2%
CFGF
640
Compass Financial Group (Florida)
Florida
$20.1M +$224K +546 +1%
CCFM
641
Clear Creek Financial Management
Washington
$20.1M -$105K -256 -0.5%
LFG
642
Leverty Financial Group
Wisconsin
$19.8M -$179K -435 -0.9%
CAWM
643
Capital Advisors Wealth Management
Washington
$19.7M +$1.03M +2,505 +6%
SWA
644
Stratos Wealth Advisors
Ohio
$19.7M -$1.22M -2,972 -6%
SC
645
Saiph Capital
New Jersey
$19.7M +$11.9M +28,929 +153%
DCM
646
Dimension Capital Management
Florida
$19.7M -$278K -677 -1%
RWA
647
River Wealth Advisors
Pennsylvania
$19.6M +$109K +265 +0.6%
AFP
648
Alpha Financial Partners
Kentucky
$19.5M -$352K -857 -2%
WF
649
Williams Financial
Vermont
$19.5M -$2.66M -6,465 -12%
PGA
650
Portland Global Advisors
Maine
$19.4M +$2.2M +5,353 +13%
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