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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
726
Certified Advisory Corp
Florida
$15M -$23.8K -58 -0.2%
SS
727
Sunbelt Securities
Texas
$15M -$11.4K -28 -0.1%
CWG
728
Cornerstone Wealth Group
North Carolina
$14.9M -$1.51M -3,667 -9%
EWM
729
EPG Wealth Management
Georgia
$14.9M +$41.5K +101 +0.3%
BIP
730
Blueprint Investment Partners
North Carolina
$14.9M +$5.95M +14,464 +66%
SGCA
731
Steel Grove Capital Advisors
Tennessee
$14.9M -$243K -591 -2%
HR
732
Hardy Reed
Mississippi
$14.6M -$45.6K -111 -0.3%
BFS
733
Bradley Foster & Sargent
Connecticut
$14.5M +$1.48M +3,608 +11%
HSWM
734
Hubbell Strickland Wealth Management
Louisiana
$14.5M -$579K -1,408 -4%
LA
735
Lynch & Associates
Indiana
$14.5M -$213K -518 -1%
CWA
736
Centennial Wealth Advisory
Michigan
$14.5M +$8.11M +19,722 +127%
BPCE
737
Bank Pictet & Cie (Europe)
Germany
$14.4M – – –
IC
738
Iconiq Capital
California
$14.4M +$7.81K +19 +0.1%
GG
739
GenWealth Group
New Jersey
$14.4M +$95.8K +233 +0.7%
RIA
740
Richwood Investment Advisors
Ohio
$14.4M -$44.8K -109 -0.3%
NB
741
Northwest Bancshares
Pennsylvania
$14.3M -$287K -698 -2%
WFA
742
Wellspring Financial Advisors
Ohio
$14.3M +$2.7M +6,556 +23%
CC
743
Cadinha & Co
Hawaii
$14.2M -$259K -630 -2%
WJA
744
Willis Johnson & Associates
Texas
$14.2M -$26.3K -64 -0.2%
HC
745
Hoese & Co
Minnesota
$14.2M -$350K -880 -2%
SBLIC
746
Security Benefit Life Insurance Company
Kansas
$14.1M -$1.36M -3,300 -9%
C
747
Certuity
Florida
$14.1M +$88.8K +216 +0.6%
IDBONY
748
Israel Discount Bank of New York
New York
$14.1M +$1.76M +4,281 +14%
BRM
749
Boston Research & Management
Massachusetts
$14.1M -$894K -2,176 -6%
EFM
750
Eley Financial Management
Vermont
$14M +$2.47K +6 +0%
28 29
30
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