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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.57B
2
Wolverine Trading
Wolverine Trading
Illinois
+$2.73B
3
Morgan Stanley
Morgan Stanley
New York
+$2.27B
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$673M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
2
SC
Soundwatch Capital
Connecticut
-$985M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$894M
4
Millennium Management
Millennium Management
New York
-$662M
5
PG
Prostatis Group
Maryland
-$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
801
Avaii Wealth Management
Wisconsin
$14M +$995K +2,317 +8%
GLA
802
Good Life Advisors
Pennsylvania
$14M +$181K +422 +1%
VHAM
803
Van Hulzen Asset Management
California
$13.9M -$712K -1,658 -5%
GWM
804
Gray Wealth Management
Maine
$13.9M +$414K +963 +3%
DWM
805
Drive Wealth Management
Utah
$13.8M +$4M +9,277 +41%
SEM
806
Strategic Equity Management
Arizona
$13.8M +$11.8M +27,478 +579%
AA
807
AlphaMark Advisors
Kentucky
$13.8M +$13.8M +32,101 +30,866%
PWMG
808
Provence Wealth Management Group
California
$13.8M -$461K -1,073 -3%
SAG
809
SageView Advisory Group
California
$13.8M -$2.08M -4,832 -13%
PBO
810
Peoples Bank (Ohio)
Ohio
$13.8M -$468K -1,090 -3%
SFG
811
StrategIQ Financial Group
Indiana
$13.7M +$186K +433 +1%
CTA
812
Chesley Taft & Associates
Illinois
$13.6M +$1.6M +3,730 +13%
American Century Companies
813
American Century Companies
Missouri
$13.6M +$357K +832 +3%
TCA
814
Transcend Capital Advisors
New Jersey
$13.6M +$1.23M +2,861 +10%
KWM
815
Kingsview Wealth Management
Oregon
$13.5M +$547K +1,274 +4%
JFG
816
JDM Financial Group
Texas
$13.5M -$21K -49 -0.2%
BMM
817
Buffington Mohr McNeal
Idaho
$13.5M +$1.07M +2,495 +9%
RFG
818
RFP Financial Group
Georgia
$13.5M +$925K +2,153 +7%
SFG
819
Sovereign Financial Group
Connecticut
$13.5M +$1.32M +3,068 +11%
SC
820
Sierra Capital
Florida
$13.4M -$2.88M -6,717 -18%
AMG
821
Asset Management Group
Connecticut
$13.4M +$178K +414 +1%
AIM
822
Acropolis Investment Management
Missouri
$13.4M -$208K -484 -2%
IDBONY
823
Israel Discount Bank of New York
New York
$13.3M -$72.6K -169 -0.5%
RWG
824
Regal Wealth Group
California
$13.3M +$8.59K +20 +0.1%
MMA
825
Mizuho Markets Americas
New York
$13.3M +$13.3M +30,984 New
31 32
33
34 35