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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 %
IFA
651
Interactive Financial Advisors
Illinois
$19.4M +$69.1K +168 +0.4%
MCCA
652
Mill Creek Capital Advisors
Pennsylvania
$19.4M -$2.28M -5,543 -11%
CW
653
CreativeOne Wealth
Kansas
$19.4M +$488K +1,188 +3%
RA
654
Riverstone Advisors
Texas
$19.4M +$635K +1,545 +3%
AFG
655
Arkansas Financial Group
Arkansas
$19.3M +$224K +545 +1%
CL
656
Choreo LLC
Illinois
$19.3M +$4.33M +10,534 +29%
SC
657
SouthState Corp
Florida
$19.2M -$553K -1,346 -3%
HWM
658
HB Wealth Management
Georgia
$19.1M -$1.67M -4,060 -8%
PFA
659
Pinnacle Family Advisors
Missouri
$19.1M +$1.74M +4,237 +10%
GCA
660
Greenwood Capital Associates
South Carolina
$19M -$5.44M -13,242 -22%
WFPG
661
Waller Financial Planning Group
Ohio
$18.9M -$14.2M -34,479 -43%
SA
662
Stewardship Advisors
Pennsylvania
$18.8M -$3.21M -7,810 -15%
ACM
663
Advisors Capital Management
New Jersey
$18.7M +$3.65M +8,872 +24%
MNBTD
664
Moody National Bank Trust Division
Texas
$18.6M – – –
SC
665
Sierra Capital
Florida
$18.4M -$918K -2,232 -5%
WCM
666
WealthBridge Capital Management
Ohio
$18.3M -$384K -935 -2%
HAS
667
Holland Advisory Services
Florida
$18.2M -$1.67M -4,071 -8%
AGC
668
Aspen Grove Capital
Colorado
$18.2M – – –
CIBC Asset Management
669
CIBC Asset Management
Ontario, Canada
$18.2M – – –
SWPG
670
Strategic Wealth Partners Group
Illinois
$18.1M +$10.1M +24,684 +126%
FFBTD
671
First Financial Bank - Trust Division
Ohio
$18.1M +$238K +579 +1%
BHIA
672
Birch Hill Investment Advisors
Massachusetts
$18M +$812K +1,976 +5%
LIA
673
Luken Investment Analytics
Tennessee
$17.9M +$34.5K +84 +0.2%
HR
674
Howe & Rusling
New York
$17.9M +$987K +2,400 +6%
CAG
675
Csenge Advisory Group
Florida
$17.9M +$2.62M +6,385 +17%
25 26
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