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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 %
Retirement Systems of Alabama
801
Retirement Systems of Alabama
Alabama
$13.8M -$550K -1,235 -4%
American Century Companies
802
American Century Companies
Missouri
$13.7M +$2.91M +6,521 +27%
TNB
803
Thomasville National Bank
Georgia
$13.7M -$324K -728 -2%
AMG
804
Asset Management Group
Connecticut
$13.7M -$7.13K -16 -0.1%
RWG
805
Regal Wealth Group
California
$13.7M -$647K -1,467 -5%
ETC
806
Exchange Traded Concepts
Oklahoma
$13.6M +$2.03M +4,562 +18%
AWM
807
Avaii Wealth Management
Wisconsin
$13.5M -$60.6K -136 -0.4%
KWM
808
Kingsview Wealth Management
Oregon
$13.5M +$1.18M +2,639 +10%
SFFS
809
Stonehage Fleming Financial Services
Jersey
$13.5M +$13.1M +29,378 +3,456%
CBFP
810
Cedar Brook Financial Partners
Ohio
$13.4M +$155K +347 +1%
LFAS
811
Level Four Advisory Services
Texas
$13.4M +$1.66M +3,729 +14%
JWM
812
Jackson Wealth Management
Florida
$13.4M +$13.4M +30,052 New
CWC
813
Carolinas Wealth Consulting
North Carolina
$13.4M -$446 -1 -0%
SSW
814
Smith Shellnut Wilson
Mississippi
$13.4M -$25K -56 -0.2%
MSAM
815
Moloney Securities Asset Management
Missouri
$13.3M +$9M +20,201 +210%
1832 Asset Management
816
1832 Asset Management
Ontario, Canada
$13.2M -$40M -89,725 -75%
BFM
817
Broadview Financial Management
Wisconsin
$13.1M -$391K -877 -3%
LSAG
818
Lake Street Advisors Group
New Hampshire
$13.1M +$14.3K +32 +0.1%
CFO
819
CVA Family Office
Colorado
$13.1M -$783K -1,757 -6%
RFG
820
RFP Financial Group
Georgia
$13M +$542K +1,216 +4%
IWMWV
821
Ironwood Wealth Management (West Virginia)
West Virginia
$12.9M -$36.7K -83 -0.3%
HCM
822
Highview Capital Management
Illinois
$12.9M -$8.47K -19 -0.1%
KDA
823
Kraft Davis & Associates
Missouri
$12.9M +$12.9M +28,647 New
HF
824
HRT Financial
New York
$12.9M +$3.71M +8,319 +40%
BMM
825
Buffington Mohr McNeal
Idaho
$12.9M +$1.84M +4,133 +17%
31 32
33
34 35