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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 %
BA
626
Ballew Advisors
Mississippi
$23.3M -$9.34K -21 -0%
RFO
627
RiverGlades Family Offices
Florida
$23.3M -$89.1K -200 -0.4%
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$23.1M -$5.98M -13,422 -21%
IA
629
IFP Advisors
Florida
$23M -$2.19M -4,909 -9%
WF
630
Williams Financial
Vermont
$23M +$1.9M +4,260 +9%
BFM
631
Boston Financial Management
Massachusetts
$22.9M -$960K -2,154 -4%
CWM
632
Campbell Wealth Management
Virginia
$22.9M -$1.82M -4,079 -7%
SA
633
Stewardship Advisors
Pennsylvania
$22.9M +$2.49M +5,591 +12%
SAM
634
Silverhawk Asset Management
Arizona
$22.8M +$162K +363 +0.7%
PFGIA
635
Patriot Financial Group Insurance Agency
Massachusetts
$22.8M +$644K +1,446 +3%
PGA
636
Portland Global Advisors
Maine
$22.8M +$1.68M +3,772 +8%
NCM
637
Novare Capital Management
North Carolina
$22.7M -$4.3M -9,658 -16%
PPW
638
PACK Private Wealth
Minnesota
$22.7M +$256K +575 +1%
DT
639
Diversified Trust
Tennessee
$22.6M -$45K -101 -0.2%
CAWM
640
Capital Advisors Wealth Management
Washington
$22.4M +$1.04M +2,337 +5%
FCA
641
FinTrust Capital Advisors
South Carolina
$22.4M – – –
IWP
642
IAG Wealth Partners
Wisconsin
$22.4M -$716K -1,607 -3%
MC
643
Middleton & Co
Massachusetts
$22.3M +$32.5K +73 +0.1%
VA
644
Valmark Advisers
Ohio
$22.2M -$940K -2,108 -4%
CW
645
CreativeOne Wealth
Kansas
$22.1M +$1.13M +2,529 +5%
LWA
646
LWS Wealth Advisors
New Jersey
$22.1M +$182K +409 +0.8%
CAAM
647
Cornerstone Advisors Asset Management
Pennsylvania
$22.1M -$216K -484 -1%
IA
648
IFS Advisors
Kansas
$22.1M +$7.56M +16,956 +52%
AFP
649
Alpha Financial Partners
Kentucky
$22.1M +$974K +2,185 +5%
TC
650
Telemus Capital
Michigan
$22M -$813K -1,823 -4%
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