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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 %
AA
926
Argent Advisors
Louisiana
$8.88M +$850K +2,068 +11%
Vanguard Group
927
Vanguard Group
Pennsylvania
$8.85M +$8.85M +21,536 New
WA
928
WBH Advisory
Maryland
$8.83M +$8.83M +21,483 New
KWA
929
KCS Wealth Advisory
California
$8.81M -$587K -1,429 -6%
CT
930
Clearstead Trust
Maine
$8.81M +$920K +2,238 +12%
HIA
931
Harbor Investment Advisory
Maryland
$8.77M -$590K -1,435 -6%
AAM
932
Aureus Asset Management
Massachusetts
$8.65M +$823K +2,001 +11%
DC
933
Destiny Capital
Colorado
$8.64M +$389K +947 +5%
AC
934
Asio Capital
Kentucky
$8.63M -$164K -399 -2%
SB
935
Strategic Blueprint
Georgia
$8.6M +$992K +2,414 +13%
CFS
936
CRA Financial Services
New Jersey
$8.54M +$103K +251 +1%
HAC
937
Harbor Advisory Corp
New Hampshire
$8.52M +$124K +302 +1%
PAMG
938
Patton Albertson Miller Group
Tennessee
$8.52M -$6.84M -16,636 -45%
BCA
939
Bay Colony Advisors
Massachusetts
$8.5M -$219K -540 -3%
BHWM
940
Beaird Harris Wealth Management
Texas
$8.48M -$1.69M -4,117 -17%
AAS
941
Ameritas Advisory Services
Nebraska
$8.47M -$18.7M -45,387 -69%
HF
942
HRT Financial
New York
$8.47M -$2.25M -5,473 -21%
OFG
943
Omega Financial Group
California
$8.46M +$921K +2,240 +12%
ACM
944
Armbruster Capital Management
New York
$8.46M -$8.22K -20 -0.1%
CT
945
Colonial Trust
South Carolina
$8.44M -$70.3K -171 -0.8%
XF
946
XML Financial
Maryland
$8.42M +$227K +551 +3%
LWP
947
Lumature Wealth Partners
Georgia
$8.4M -$229K -558 -3%
LP
948
LGL Partners
Pennsylvania
$8.35M -$422K -1,026 -5%
WCP
949
Wick Capital Partners
Pennsylvania
$8.34M -$682K -1,660 -8%
LT
950
Legacy Trust
Michigan
$8.34M -$516K -1,255 -6%
36 37
38
39 40