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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 %
EP
751
Edgestream Partners
New Jersey
$14M +$4.1M +9,971 +41%
FPCP
752
Fort Point Capital Partners
California
$14M +$1.99M +4,851 +17%
KFA
753
Kapstone Financial Advisors
Ohio
$13.9M +$393K +946 +3%
HI
754
Harbour Investments
Wisconsin
$13.8M +$989K +2,406 +8%
SFG
755
Snider Financial Group
Washington
$13.8M -$529K -1,286 -4%
MFG
756
Monumental Financial Group
Maryland
$13.8M +$52.2K +127 +0.4%
VHAM
757
Van Hulzen Asset Management
California
$13.8M +$5.29M +12,860 +62%
FAM
758
Frontier Asset Management
Wyoming
$13.8M -$2.29M -5,577 -14%
NFG
759
Nadler Financial Group
Illinois
$13.7M +$328K +797 +2%
AWM
760
Abound Wealth Management
Tennessee
$13.7M -$81.4K -198 -0.6%
ST
761
Sageworth Trust
Pennsylvania
$13.6M -$240K -583 -2%
PWMAG
762
Pinnacle Wealth Management Advisory Group
New Jersey
$13.6M +$1.01M +2,450 +8%
State Street
763
State Street
Massachusetts
$13.6M +$5.52M +13,440 +68%
CWM
764
Centurion Wealth Management
Virginia
$13.5M +$466K +1,133 +4%
FM
765
Freemont Management
Switzerland
$13.5M – – –
RWG
766
Regal Wealth Group
California
$13.5M -$111K -266 -0.8%
EW
767
Element Wealth
Mississippi
$13.4M +$537K +1,306 +4%
AL
768
ADE LLC
Maryland
$13.4M +$829K +2,016 +7%
SIM
769
Stratos Investment Management
Ohio
$13.4M +$232K +565 +2%
MFT
770
Moisand Fitzgerald Tamayo
Florida
$13.4M +$58.8K +143 +0.4%
IA
771
IFS Advisors
Kansas
$13.4M -$758K -1,844 -5%
EL
772
EQ LLC
Washington
$13.4M +$322K +783 +2%
WWM
773
Western Wealth Management
Colorado
$13.4M -$417K -1,015 -3%
T. Rowe Price Associates
774
T. Rowe Price Associates
Maryland
$13.3M +$3.42M +8,321 +34%
AIM
775
Acropolis Investment Management
Missouri
$13.3M -$302K -734 -2%
29 30
31
32 33