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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
42.68%
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
1
Marshall Wace
United Kingdom
$2.1B
2
Millennium Management
2
Millennium Management
New York
$1.92B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.8B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.14B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$12.6B

Top Sellers

1
BlackRock
1
BlackRock
New York
$30.1B
2
Bank of America
2
Bank of America
North Carolina
$7.34B
3
JSTA
3
Japan Science & Technology Agency
Japan
$6.13M
4
Citigroup
4
Citigroup
New York
$418M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$694M -$3M -6,727 -0.4%
AAS
52
Avantax Advisory Services
Texas
$676M +$20.1M +45,183 +3%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$662M -$40.3M -90,322 -6%
UCFA
54
United Capital Financial Advisors
Texas
$660M -$10.5M -23,603 -2%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$643M -$163M -365,750 -20%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$641M -$340M -761,897 -35%
AA
57
Alesco Advisors
New York
$641M -$5.87M -13,159 -0.9%
IMCOOI
58
Investment Management Corp of Ontario (IMCO)
Canada
$627M -$142M -318,116 -18%
M&T Bank
59
M&T Bank
New York
$615M +$6.97M +15,642 +1%
V
60
Veritable
Delaware
$603M +$3.94M +8,837 +0.7%
AG
61
AIA Group
Hong Kong
$601M +$16.6M +37,334 +3%
CAM
62
Cresset Asset Management
Illinois
$594M +$99.8M +223,864 +20%
FT
63
Fiduciary Trust
Massachusetts
$592M -$26.1M -58,506 -4%
BOF
64
Bank of Finland
Finland
$566M +$1.75M +3,925 +0.3%
NB
65
Norinchukin Bank
Japan
$564M -$170M -382,315 -23%
RFC
66
Regions Financial Corp
Alabama
$562M -$19.6M -43,868 -3%
RJA
67
Raymond James & Associates
Florida
$561M +$25.2M +56,639 +5%
JIC
68
Johnson Investment Counsel
Ohio
$560M -$3.54M -7,950 -0.6%
Brown Advisory
69
Brown Advisory
Maryland
$547M -$5.69M -12,773 -1%
AHSSHC
70
Adventist Health System Sunbelt Healthcare Corp
Florida
$543M +$106M +238,705 +24%
MCM
71
MAI Capital Management
Ohio
$531M -$4.43M -9,929 -0.8%
Bessemer Group
72
Bessemer Group
New Jersey
$525M +$1.32M +2,955 +0.3%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$501M +$535K +1,213 +0.1%
Corient Private Wealth
74
Corient Private Wealth
Florida
$477M +$32.1M +71,938 +7%
FEG
75
Fund Evaluation Group
Ohio
$463M -$48.7M -109,299 -10%
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