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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 %
JFG
701
JMG Financial Group
Illinois
$18.6M -$315K -706 -2%
HI
702
Harbour Investments
Wisconsin
$18.5M +$3.45M +7,734 +23%
EL
703
EQ LLC
Washington
$18.4M +$3.87M +8,690 +27%
FA
704
Fountainhead AM
New Jersey
$18.4M +$981K +2,201 +6%
MFC
705
Morris Financial Concepts
South Carolina
$18.4M +$434K +973 +2%
VC
706
Vestor Capital
Illinois
$18.4M +$524K +1,175 +3%
SWMG
707
Sanchez Wealth Management Group
Florida
$18.4M +$15.6K +35 +0.1%
IFA
708
Interactive Financial Advisors
Illinois
$18.3M -$2.72M -6,106 -13%
RWMH
709
Riverpoint Wealth Management Holdings
Illinois
$18.2M -$62.4K -140 -0.3%
PIAS
710
PCA Investment Advisory Services
Ohio
$18.1M -$1.18M -2,646 -6%
HI
711
Human Investing
Oregon
$18M +$762K +1,710 +4%
MWP
712
Moller Wealth Partners
$17.9M -$464K -1,040 -3%
D
713
Diversified
Delaware
$17.7M +$652K +1,462 +4%
WC
714
Waterloo Capital
Texas
$17.6M +$4.33M +9,705 +32%
BWP
715
Bernardo Wealth Planning
Pennsylvania
$17.5M -$533K -1,195 -3%
SP
716
SWS Partners
Ohio
$17.4M -$326K -732 -2%
VCP
717
Verus Capital Partners
Arizona
$17.3M +$116K +260 +0.7%
CC
718
Cadinha & Co
Hawaii
$17.2M +$1.78M +3,991 +12%
USCWA
719
U.S. Capital Wealth Advisors
Texas
$17.2M +$4.96M +11,122 +41%
SIA
720
Soltis Investment Advisors
Utah
$17.2M -$1.24M -2,791 -7%
TA
721
Tiedemann Advisors
New York
$17.1M -$317K -711 -2%
EBA
722
Eagle Bay Advisors
New York
$17M -$552K -1,239 -3%
NRW
723
Nova R Wealth
Kansas
$17M +$422K +946 +3%
SS
724
Sunbelt Securities
Texas
$17M +$585K +1,313 +4%
VWA
725
VERITY Wealth Advisors
United States
$17M -$64.2K -144 -0.4%
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