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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 %
NCM
651
Next Capital Management
New York
$21.9M +$2.55M +5,730 +13%
KWS
652
Keystone Wealth Services
California
$21.8M -$1.58M -3,549 -7%
SC
653
Scotia Capital
Ontario, Canada
$21.8M +$2.63M +5,911 +14%
VPP
654
Vertex Planning Partners
Illinois
$21.8M -$566K -1,270 -3%
PCG
655
Prosperity Consulting Group
Maryland
$21.8M -$58.4K -131 -0.3%
CFGF
656
Compass Financial Group (Florida)
Florida
$21.7M -$15.2K -34 -0.1%
CL
657
Choreo LLC
Illinois
$21.5M +$616K +1,383 +3%
JWCA
658
J.W. Cole Advisors
Florida
$21.5M -$10.2M -22,803 -32%
LFG
659
Leverty Financial Group
Wisconsin
$21.3M -$166K -372 -0.8%
AFG
660
Arkansas Financial Group
Arkansas
$21.2M +$242K +544 +1%
GCA
661
Greenwood Capital Associates
South Carolina
$21.1M +$548K +1,230 +3%
RWA
662
River Wealth Advisors
Pennsylvania
$21.1M -$151K -338 -0.7%
DCM
663
Dimension Capital Management
Florida
$21M -$301K -676 -1%
FTUS
664
Flow Traders U.S.
New York
$21M +$3.23M +7,236 +18%
RA
665
Riverstone Advisors
Texas
$20.9M -$79.8K -179 -0.4%
HWM
666
HB Wealth Management
Georgia
$20.8M +$76.7K +172 +0.4%
HR
667
Howe & Rusling
New York
$20.7M +$1.28M +2,874 +7%
TC
668
Trilogy Capital
California
$20.7M -$7.19M -15,806 -26%
SWPG
669
Strategic Wealth Partners Group
Illinois
$20.6M +$871K +1,954 +4%
WCM
670
WealthBridge Capital Management
Ohio
$20.5M +$690K +1,547 +3%
AGA
671
Accuvest Global Advisors
Utah
$20.3M +$3.95M +8,860 +24%
EPM
672
Elm Partners Management
Pennsylvania
$20.3M +$13.4M +30,038 +193%
SC
673
SouthState Corp
Florida
$20.3M -$527K -1,182 -3%
DCM
674
Disciplina Capital Management
Tennessee
$20.3M -$3.12M -6,992 -13%
ATPW
675
Ashton Thomas Private Wealth
Arizona
$20.3M +$2.38M +5,329 +13%
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