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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 %
PCA
826
Peddock Capital Advisors
Massachusetts
$12.9M +$661K +1,482 +5%
TCA
827
Transcend Capital Advisors
New Jersey
$12.8M +$422K +947 +3%
SCM
828
Spreng Capital Management
Ohio
$12.8M +$5.92M +13,283 +86%
MPW
829
MA Private Wealth
California
$12.8M -$97.6K -219 -0.8%
WCFA
830
Walkner Condon Financial Advisors
Wisconsin
$12.6M +$444K +996 +4%
SFG
831
Sovereign Financial Group
Connecticut
$12.6M +$451K +1,011 +4%
TMWM
832
Taylor & Morgan Wealth Management
Michigan
$12.5M +$720K +1,616 +6%
BOSSRA
833
B.O.S.S. Retirement Advisors
Utah
$12.5M +$78.4K +176 +0.6%
CIP
834
Capital Insight Partners
Arizona
$12.5M -$387K -868 -3%
CTA
835
Chesley Taft & Associates
Illinois
$12.5M +$7.13K +16 +0.1%
MWP
836
Madison Wealth Partners
Wisconsin
$12.5M +$1.05M +2,366 +9%
PIMG
837
Patriot Investment Management Group
Tennessee
$12.4M -$534K -1,197 -4%
GAM
838
Gould Asset Management
California
$12.4M -$411K -922 -3%
DI
839
DFPG Investments
Utah
$12.4M +$3.47M +7,577 +39%
ICG
840
InterOcean Capital Group
Tennessee
$12.3M +$511K +1,147 +4%
BCM
841
BTC Capital Management
Iowa
$12.2M – – –
PM
842
Pembroke Management
Quebec, Canada
$12.2M -$100K -225 -0.8%
NGA
843
Naples Global Advisors
Florida
$12.2M +$1.68M +3,775 +16%
WHG
844
Westwood Holdings Group
Texas
$12.2M -$733K -1,644 -6%
WIA
845
World Investment Advisors
California
$12.1M +$176K +394 +1%
DC
846
DeDora Capital
California
$12.1M -$924K -2,074 -7%
AWMG
847
Alliance Wealth Management Group
New Jersey
$12.1M +$540K +1,211 +5%
LFS
848
Lutz Financial Services
Nebraska
$12M -$108K -243 -0.9%
FFW
849
Fusion Family Wealth
New York
$12M -$107K -240 -0.9%
WF
850
Wayfinding Financial
Washington
$12M -$792K -1,724 -6%
32 33
34
35 36