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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 %
FB
901
Fulton Bank
Pennsylvania
$10.6M +$340K +763 +3%
S2L
902
Sparta 24 Ltd
Israel
$10.6M +$10.6M +23,768 New
WB
903
Webster Bank
Connecticut
$10.5M – – –
AWA
904
Arete Wealth Advisors
Illinois
$10.5M +$273K +612 +3%
FPFS
905
First Personal Financial Services
North Carolina
$10.5M -$109K -245 -1%
CIC
906
Carnegie Investment Counsel
Ohio
$10.5M -$954K -2,140 -8%
WB
907
WesBanco Bank
West Virginia
$10.4M -$94.9K -213 -0.9%
WP
908
WealthSpring Partners
California
$10.4M -$956K -2,146 -8%
Axa
909
Axa
France
$10.4M +$2.49M +5,597 +32%
AC
910
Asio Capital
Kentucky
$10.4M +$1.04M +2,325 +11%
BIA
911
Bigelow Investment Advisors
Maine
$10.4M +$512K +1,149 +5%
GBT
912
Grove Bank & Trust
Florida
$10.4M -$792K -1,776 -7%
FC
913
Fusion Capital
South Carolina
$10.3M -$112K -252 -1%
Janus Henderson Group
914
Janus Henderson Group
United Kingdom
$10.3M -$12.9M -29,044 -56%
SFP
915
Shepherd Financial Partners
Massachusetts
$10.3M -$51.3K -115 -0.5%
CTC
916
Central Trust Company
Missouri
$10.3M -$246K -551 -2%
DC
917
Destiny Capital
Colorado
$10.2M +$813K +1,824 +9%
DWM
918
Drive Wealth Management
Utah
$10.2M +$7.52M +16,876 +284%
HG
919
Harbor Group
New Hampshire
$10.1M +$411K +922 +4%
WA
920
WBH Advisory
Maryland
$10.1M +$490K +1,099 +5%
GWMIA
921
Global Wealth Management Investment Advisory
Florida
$10M +$81.1K +182 +0.8%
FWP
922
Firethorn Wealth Partners
Georgia
$10M +$342K +768 +4%
AFG
923
AFS Financial Group
Maryland
$10M +$282K +632 +3%
SCP
924
Silverleafe Capital Partners
Tennessee
$10M -$76.7K -172 -0.8%
PNC
925
Park National Corp
Ohio
$10M -$5.35K -12 -0.1%
35 36
37
38 39