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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 %
USAA
776
United Services Automobile Association
Texas
$14.8M -$3.39M -7,616 -19%
PBO
777
Peoples Bank (Ohio)
Ohio
$14.8M +$1.11M +2,499 +8%
CWM
778
Centurion Wealth Management
Virginia
$14.7M +$29.9K +67 +0.2%
WQ
779
Wealth Quarterback
New Jersey
$14.7M +$2M +4,492 +16%
TC
780
TAGStone Capital
North Carolina
$14.7M +$410K +920 +3%
PCA
781
Pallas Capital Advisors
Massachusetts
$14.7M -$8.36M -18,443 -36%
ST
782
Sageworth Trust
Pennsylvania
$14.7M -$78K -175 -0.5%
Jane Street
783
Jane Street
New York
$14.6M +$2.27M +5,095 +18%
4FG
784
4Thought Financial Group
New York
$14.4M +$1.34M +3,015 +10%
FAM
785
Frontier Asset Management
Wyoming
$14.4M -$550K -1,233 -4%
GLA
786
Good Life Advisors
Pennsylvania
$14.3M +$1.06M +2,376 +8%
AA
787
ACT Advisors
North Carolina
$14.3M +$1.22M +2,733 +9%
MFT
788
Moisand Fitzgerald Tamayo
Florida
$14.3M -$291K -652 -2%
Treasurer of the State of North Carolina
789
Treasurer of the State of North Carolina
North Carolina
$14.3M +$3.98M +8,927 +39%
DPI
790
Diversified Portfolios Inc
Michigan
$14.3M +$126K +282 +0.9%
PGFC
791
Peapack-Gladstone Financial Corp
New Jersey
$14.2M +$426K +955 +3%
SCA
792
Southern Capital Advisors
Tennessee
$14.2M -$103K -231 -0.7%
WWM
793
Western Wealth Management
Colorado
$14.1M -$345K -773 -2%
AL
794
ADE LLC
Maryland
$14.1M -$468K -1,049 -3%
AIM
795
Acropolis Investment Management
Missouri
$14.1M -$326K -731 -2%
JFG
796
JDM Financial Group
Texas
$14M +$30.8K +69 +0.2%
SFG
797
StrategIQ Financial Group
Indiana
$14M +$86.5K +194 +0.6%
CIAS
798
CFS Investment Advisory Services
New Jersey
$14M +$398K +892 +3%
GWM
799
Gray Wealth Management
Maine
$14M +$888K +1,992 +7%
IDBONY
800
Israel Discount Bank of New York
New York
$13.9M -$1.35M -3,036 -9%
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