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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 %
EFH
726
Eaton Financial Holdings
Florida
$16.9M -$11.2M -25,055 -40%
SC
727
Sierra Capital
Florida
$16.9M -$3.02M -6,784 -15%
ML
728
McAdam LLC
Pennsylvania
$16.9M +$134K +300 +0.8%
BIP
729
Blueprint Investment Partners
North Carolina
$16.9M +$713K +1,599 +4%
BFG
730
Bleakley Financial Group
New Jersey
$16.4M -$870K -1,952 -5%
SAG
731
SageView Advisory Group
California
$16.4M +$2.38M +5,346 +17%
BFA
732
BMS Financial Advisors
South Dakota
$16.4M -$14.6M -32,760 -47%
CWG
733
Cornerstone Wealth Group
North Carolina
$16.3M +$89.1K +200 +0.6%
LCOV
734
London Company of Virginia
Virginia
$16.1M -$14.1M -31,664 -47%
SWM
735
Sanctuary Wealth Management
Idaho
$16.1M +$16.1M +36,045 New
EWM
736
EPG Wealth Management
Georgia
$16M -$135K -302 -0.8%
SGCA
737
Steel Grove Capital Advisors
Tennessee
$16M -$186K -418 -1%
HC
738
Hoese & Co
Minnesota
$15.9M +$17.8K +40 +0.1%
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$15.9M +$1.19M +2,662 +8%
NVCHI
740
New Vernon Capital Holdings II
New Jersey
$15.9M -$788K -1,767 -5%
GG
741
GenWealth Group
New Jersey
$15.8M +$254K +569 +2%
HR
742
Hardy Reed
Mississippi
$15.8M +$11.6K +26 +0.1%
FNT
743
First National Trust
Pennsylvania
$15.8M -$1.89M -4,250 -11%
HSWM
744
Hubbell Strickland Wealth Management
Louisiana
$15.8M +$71.8K +161 +0.5%
WFA
745
Wellspring Financial Advisors
Ohio
$15.8M +$282K +632 +2%
CAC
746
Certified Advisory Corp
Florida
$15.7M -$546K -1,226 -3%
BPCE
747
Bank Pictet & Cie (Europe)
Germany
$15.6M – – –
BFS
748
Bradley Foster & Sargent
Connecticut
$15.6M -$104K -233 -0.7%
LA
749
Lynch & Associates
Indiana
$15.6M -$117K -263 -0.7%
C
750
Certuity
Florida
$15.6M +$303K +679 +2%
28 29
30
31 32