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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 %
AM
851
AGF Management
Ontario, Canada
$10.9M -$1.03M -2,495 -9%
LFAS
852
Level Four Advisory Services
Texas
$10.8M +$366K +891 +4%
TCWA
853
Ten Capital Wealth Advisors
Washington
$10.7M -$62.9K -153 -0.6%
GHA
854
Granite Harbor Advisors
Texas
$10.7M +$77.7K +189 +0.7%
AWMG
855
Alliance Wealth Management Group
New Jersey
$10.6M +$1.15M +2,806 +12%
CHA
856
Cooper/Haims Advisors
New York
$10.6M -$27.1K -66 -0.3%
ETC
857
Exchange Traded Concepts
Oklahoma
$10.6M +$8.77M +21,323 +472%
PFG
858
Pacific Financial Group
Washington
$10.6M -$7.4K -18 -0.1%
AT
859
American Trust
Kentucky
$10.6M +$1.85M +4,502 +21%
CIC
860
Carnegie Investment Counsel
Ohio
$10.5M -$446K -1,084 -4%
MWP
861
Madison Wealth Partners
Wisconsin
$10.5M +$277K +675 +3%
AHC
862
Anderson Hoagland & Co
Missouri
$10.5M -$30.8K -75 -0.3%
WP
863
WealthSpring Partners
California
$10.5M -$11.5K -28 -0.1%
TCA
864
Trifecta Capital Advisors
Illinois
$10.4M +$933K +2,270 +10%
OCM
865
Orion Capital Management
California
$10.4M +$357K +869 +4%
Bank Julius Baer & Co
866
Bank Julius Baer & Co
Switzerland
$10.3M -$1M -2,438 -9%
KA
867
Kooman & Associates
Pennsylvania
$10.3M -$26.4M -64,178 -72%
GBT
868
Grove Bank & Trust
Florida
$10.3M -$111K -269 -1%
MWP
869
MYCIO Wealth Partners
Pennsylvania
$10.3M -$71.1K -173 -0.7%
PFA
870
Pure Financial Advisors
California
$10.2M -$150K -366 -1%
BMM
871
Buffington Mohr McNeal
Idaho
$10.2M +$83K +202 +0.8%
CIAS
872
CBIZ Investment Advisory Services
Ohio
$10.2M +$108K +284 +1%
CPA
873
Capital Performance Advisors
California
$10.2M -$51K -124 -0.5%
VFPW
874
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.1M -$324K -789 -3%
VAS
875
Vestmark Advisory Solutions
Massachusetts
$10.1M -$1.1M -2,665 -10%
33 34
35
36 37