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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 %
CCM
901
Canal Capital Management
Virginia
$9.48M +$1.12M +2,729 +13%
FB
902
Fulton Bank
Pennsylvania
$9.48M +$2.83M +6,895 +43%
Treasurer of the State of North Carolina
903
Treasurer of the State of North Carolina
North Carolina
$9.48M -$1.61M -3,915 -15%
Natixis Advisors
904
Natixis Advisors
Massachusetts
$9.44M +$2.76M +6,726 +41%
AWA
905
Arete Wealth Advisors
Illinois
$9.43M -$521K -1,267 -5%
PWM
906
Praetorian Wealth Management
California
$9.39M +$350K +852 +4%
SCP
907
Silverleafe Capital Partners
Tennessee
$9.3M -$297K -722 -3%
RWP
908
Revolve Wealth Partners
New Jersey
$9.29M -$1.32M -3,206 -12%
SOS
909
Silver Oak Securities
Tennessee
$9.27M -$922K -2,243 -9%
PNC
910
Park National Corp
Ohio
$9.23M -$44.8K -109 -0.5%
CC
911
Copperleaf Capital
North Carolina
$9.2M -$694K -1,689 -7%
GWMIA
912
Global Wealth Management Investment Advisory
Florida
$9.19M +$811K +1,974 +10%
FIM
913
Fernwood Investment Management
Massachusetts
$9.15M +$175K +426 +2%
IFAM
914
Institutional & Family Asset Management
Colorado
$9.11M -$3.77M -9,162 -29%
BIA
915
Bigelow Investment Advisors
Maine
$9.09M +$8.22K +20 +0.1%
FWP
916
Firethorn Wealth Partners
Georgia
$9.08M +$351K +840 +4%
WP
917
WealthPLAN Partners
Nebraska
$9.08M -$2.44M -5,935 -21%
Empower Advisory Group
918
Empower Advisory Group
Colorado
$9M +$9M +21,825 New
AFG
919
AFS Financial Group
Maryland
$9M -$42.3K -103 -0.5%
HG
920
Harbor Group
New Hampshire
$8.95M +$583K +1,418 +7%
PFS
921
Prospera Financial Services
Texas
$8.94M +$272K +661 +3%
HCM
922
Hengehold Capital Management
Ohio
$8.94M +$494K +1,202 +6%
CF
923
Centaurus Financial
California
$8.89M +$2.65M +6,458 +43%
EK
924
Evensky & Katz
Florida
$8.89M -$55.9K -136 -0.6%
FFP
925
Forbes Financial Planning
Rhode Island
$8.88M +$261K +634 +3%
35 36
37
38 39