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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 %
TCA
826
Transcend Capital Advisors
New Jersey
$11.4M -$98.2K -239 -0.9%
PM
827
Pembroke Management
Quebec, Canada
$11.4M – – –
KWM
828
Kingsview Wealth Management
Oregon
$11.4M -$851K -2,071 -7%
Koshinski Asset Management
829
Koshinski Asset Management
Illinois
$11.4M +$288K +701 +3%
Jane Street
830
Jane Street
New York
$11.3M +$6.02M +14,642 +113%
FC
831
Fulcrum Capital
Washington
$11.3M -$87.2K -212 -0.8%
BCM
832
BTC Capital Management
Iowa
$11.3M -$304K -739 -3%
USCWA
833
U.S. Capital Wealth Advisors
Texas
$11.3M -$150K -366 -1%
PCA
834
Peddock Capital Advisors
Massachusetts
$11.3M +$1.32M +3,204 +13%
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$11.3M -$4.5M -10,943 -29%
WCFA
836
Walkner Condon Financial Advisors
Wisconsin
$11.2M +$127K +309 +1%
SFG
837
Sovereign Financial Group
Connecticut
$11.2M +$166K +403 +2%
LFS
838
Lutz Financial Services
Nebraska
$11.2M -$86.3K -210 -0.8%
PA
839
PFG Advisors
Arizona
$11.2M +$3.12M +7,589 +39%
FA
840
Fermata Advisors
California
$11.2M -$1.52M -3,697 -12%
FFW
841
Fusion Family Wealth
New York
$11.2M -$3.7K -9 -0%
HWA
842
HCR Wealth Advisors
California
$11.1M -$74.4K -181 -0.7%
PCM
843
Parsons Capital Management
Rhode Island
$11.1M +$111K +270 +1%
GWM
844
GSB Wealth Management
Connecticut
$11M +$8.24M +20,045 +299%
WIA
845
World Investment Advisors
California
$11M +$1.33M +3,232 +14%
RIM
846
Rakuten Investment Management
Japan
$11M -$81.1K -200 -0.7%
OCM
847
Objective Capital Management
Ohio
$10.9M +$197K +480 +2%
TFF
848
The Family Firm
Maryland
$10.9M -$30.8K -75 -0.3%
ICG
849
InterOcean Capital Group
Tennessee
$10.9M -$6.58M -16,013 -38%
TMWM
850
Taylor & Morgan Wealth Management
Michigan
$10.9M +$43.6K +106 +0.4%
32 33
34
35 36