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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.68B
2
Wolverine Trading
2
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
3
Morgan Stanley
New York
$7.55B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14B
2
SC
2
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
4
Millennium Management
New York
$1.19B
5
PG
5
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$704M +$543K +1,200 +0.1%
FHB
52
First Hawaiian Bank
Hawaii
$695M -$3.29M -7,651 -0.5%
AAS
53
Avantax Advisory Services
Texas
$683M +$31.7M +73,889 +5%
Cerity Partners
54
Cerity Partners
New York
$634M -$46.6M -108,296 -7%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$609M -$8.23M -19,168 -1%
AA
56
Alesco Advisors
New York
$599M -$18.5M -43,125 -3%
CAM
57
Cresset Asset Management
Illinois
$598M +$24.8M +57,748 +4%
CS
58
Credit Suisse
Switzerland
$594M -$204M -474,292 -26%
FT
59
Fiduciary Trust
Massachusetts
$575M +$5.02M +11,697 +0.9%
M&T Bank
60
M&T Bank
New York
$569M -$23.3M -54,278 -4%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$567M -$71.4M -166,251 -11%
AG
62
AIA Group
Hong Kong
$558M -$21.8M -50,650 -4%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$554M -$65.2M -151,746 -11%
Corient Private Wealth
64
Corient Private Wealth
Florida
$550M +$165M +459,779 +43%
BOF
65
Bank of Finland
Finland
$548M +$2.54M +5,910 +0.5%
JIC
66
Johnson Investment Counsel
Ohio
$545M +$6.12M +14,240 +1%
NB
67
Norinchukin Bank
Japan
$544M – – –
RJA
68
Raymond James & Associates
Florida
$542M +$955K +2,223 +0.2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$528M +$39.8M +92,501 +8%
MCM
70
MAI Capital Management
Ohio
$526M +$14M +32,655 +3%
Brown Advisory
71
Brown Advisory
Maryland
$525M -$1.7M -3,965 -0.3%
RFC
72
Regions Financial Corp
Alabama
$515M -$26.3M -61,133 -5%
PCIG
73
Partners Capital Investment Group
Massachusetts
$498M +$52.5M +122,312 +12%
Bessemer Group
74
Bessemer Group
New Jersey
$487M -$19.5M -45,360 -4%
APTFM
75
AGUR Provident & Training Funds Management
Israel
$470M -$7.3M -1,700 -2%
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