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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 %
MNBTD
676
Moody National Bank Trust Division
Texas
$20.2M – – –
FFBTD
677
First Financial Bank - Trust Division
Ohio
$20.1M +$452K +1,014 +2%
CAG
678
Csenge Advisory Group
Florida
$20M +$626K +1,404 +3%
WWA
679
WCG Wealth Advisors
Nevada
$20M +$20M +44,910 New
AGC
680
Aspen Grove Capital
Colorado
$20M +$212K +475 +1%
HAS
681
Holland Advisory Services
Florida
$20M +$175K +393 +0.9%
AFC
682
Adaptive Financial Consulting
Ohio
$19.9M +$17.2M +38,553 +640%
National Bank of Canada
683
National Bank of Canada
Quebec, Canada
$19.8M -$2.3M -5,162 -10%
BHIA
684
Birch Hill Investment Advisors
Massachusetts
$19.7M +$213K +479 +1%
MCCA
685
Mill Creek Capital Advisors
Pennsylvania
$19.7M -$1.32M -2,956 -6%
CIBC Asset Management
686
CIBC Asset Management
Ontario, Canada
$19.7M – – –
SF
687
Synovus Financial
Georgia
$19.6M +$1.57M +3,514 +9%
HWA
688
Hilltop Wealth Advisors
North Carolina
$19.5M +$225K +504 +1%
WPW
689
Waldron Private Wealth
Pennsylvania
$19.5M -$4.19M -9,397 -18%
EWM
690
Evermay Wealth Management
Virginia
$19.4M +$1.05M +2,366 +6%
Bank of Nova Scotia
691
Bank of Nova Scotia
Ontario, Canada
$19.4M -$64.2M -143,987 -77%
WFPG
692
Waller Financial Planning Group
Ohio
$19.2M -$1.29M -2,905 -6%
SF
693
Summit Financial
New Jersey
$19.1M +$904K +2,028 +5%
SFA
694
Source Financial Advisors
New York
$19M +$87.8K +197 +0.5%
T. Rowe Price Associates
695
T. Rowe Price Associates
Maryland
$19M +$4.52M +10,148 +31%
FCI
696
Financial Counselors Inc
Kansas
$19M +$306K +686 +2%
EFM
697
Eley Financial Management
Vermont
$18.9M +$3.7M +8,298 +24%
OCM
698
One Capital Management
California
$18.8M +$623K +1,397 +3%
LA
699
Legacy Advisors
Pennsylvania
$18.8M +$1.44M +3,220 +8%
WDG
700
Wealth Dimensions Group
Ohio
$18.7M -$157K -353 -0.8%
26 27
28
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