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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 %
Belvedere Trading
851
Belvedere Trading
Illinois
$12M +$8.96M +20,113 +298%
PHAM
852
Palisades Hudson Asset Management
Florida
$11.9M -$1.36M -3,051 -10%
PCM
853
Parsons Capital Management
Rhode Island
$11.9M -$166K -373 -1%
PFG
854
Pacific Financial Group
Washington
$11.9M +$398K +893 +3%
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
$11.9M -$439K -984 -4%
HWA
856
HCR Wealth Advisors
California
$11.8M -$242K -544 -2%
TNBTD
857
Trustmark National Bank Trust Department
Mississippi
$11.8M +$9.31M +20,886 +372%
FNWM
858
Financial Network Wealth Management
Utah
$11.8M +$637K +1,387 +6%
GHA
859
Granite Harbor Advisors
Texas
$11.7M +$126K +283 +1%
RWA
860
Redhawk Wealth Advisors
Minnesota
$11.6M +$1.11M +2,489 +11%
TCA
861
Trifecta Capital Advisors
Illinois
$11.6M +$308K +690 +3%
TFF
862
The Family Firm
Maryland
$11.6M -$237K -532 -2%
AT
863
American Trust
Kentucky
$11.6M +$169K +379 +1%
AM
864
AGF Management
Ontario, Canada
$11.6M -$143K -320 -1%
PCA
865
Providence Capital Advisors
North Carolina
$11.6M -$766K -1,718 -6%
VAS
866
Vestmark Advisory Solutions
Massachusetts
$11.6M +$624K +1,399 +6%
FWM
867
FFT Wealth Management
Pennsylvania
$11.6M +$4M +8,979 +53%
FC
868
Fulcrum Capital
Washington
$11.6M -$702K -1,576 -6%
JHCP
869
Jackson Hole Capital Partners
Oklahoma
$11.5M -$1.62M -3,638 -12%
VWM
870
Venturi Wealth Management
Texas
$11.5M +$563K +1,264 +5%
CCM
871
Canal Capital Management
Virginia
$11.4M +$1.13M +2,536 +11%
CHA
872
Cooper/Haims Advisors
New York
$11.4M -$123K -275 -1%
BWA
873
Beam Wealth Advisors
Louisiana
$11.4M +$9.84M +22,079 +648%
VFPW
874
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.3M +$308K +690 +3%
CCG
875
Cypress Capital Group
Florida
$11.3M +$657K +1,473 +6%
33 34
35
36 37