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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 %
CWA
751
Centennial Wealth Advisory
Michigan
$15.6M -$170K -381 -1%
KFA
752
Kapstone Financial Advisors
Ohio
$15.4M +$94.1K +205 +0.6%
BJL
753
Brighton Jones LLC
Washington
$15.4M -$871K -1,954 -5%
SFG
754
Snider Financial Group
Washington
$15.4M +$340K +762 +2%
CG
755
Cynosure Group
Utah
$15.3M +$13.2M +29,703 +634%
MTWSIF
756
Mivtachim The Workers Social Insurance Fund
Israel
$15.3M +$15.3M +34,325 New
OWA
757
One Wealth Advisors
California
$15.2M +$1.6M +3,580 +12%
AWM
758
Abound Wealth Management
Tennessee
$15.2M +$315K +707 +2%
RIA
759
Richwood Investment Advisors
Ohio
$15.2M -$377K -846 -2%
IC
760
Iconiq Capital
California
$15.2M -$427K -957 -3%
VHAM
761
Van Hulzen Asset Management
California
$15.2M +$243K +545 +2%
BRM
762
Boston Research & Management
Massachusetts
$15.2M -$91.8K -206 -0.6%
FPCP
763
Fort Point Capital Partners
California
$15.1M +$10.3K +23 +0.1%
BWCS
764
Beirne Wealth Consulting Services
Connecticut
$15.1M +$822K +1,844 +6%
WJA
765
Willis Johnson & Associates
Texas
$15.1M -$278K -624 -2%
NB
766
Northwest Bancshares
Pennsylvania
$15.1M -$414K -929 -3%
GWM
767
GSB Wealth Management
Connecticut
$15.1M +$3.19M +7,166 +27%
SIM
768
Stratos Investment Management
Ohio
$15.1M +$534K +1,199 +4%
PA
769
PFG Advisors
Arizona
$15M +$2.92M +6,552 +24%
NFG
770
Nadler Financial Group
Illinois
$15M +$132K +297 +0.9%
MFG
771
Monumental Financial Group
Maryland
$15M +$25K +56 +0.2%
GVAG
772
Great Valley Advisor Group
Delaware
$14.9M +$791K +1,774 +6%
PCM
773
Pennsylvania Capital Management
Pennsylvania
$14.9M +$1.5M +3,373 +11%
PWMG
774
Provence Wealth Management Group
California
$14.8M -$1.66M -3,715 -10%
EW
775
Element Wealth
Mississippi
$14.8M +$238K +535 +2%
29 30
31
32 33