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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 %
FIM
926
Fernwood Investment Management
Massachusetts
$9.97M +$47.7K +107 +0.5%
FPW
927
Flagship Private Wealth
Massachusetts
$9.97M -$571K -1,281 -5%
LA
928
Latitude Advisors
Florida
$9.93M +$2.48M +5,554 +33%
TRIA
929
Trail Ridge Investment Advisors
Colorado
$9.9M -$1.03M -2,304 -9%
NSIM
930
North Star Investment Management
Illinois
$9.87M -$700K -1,571 -7%
HAC
931
Harbor Advisory Corp
New Hampshire
$9.81M +$570K +1,278 +6%
APF
932
Alaska Permanent Fund
Alaska
$9.81M +$9.81M +22,000 New
OP
933
ORG Partners
Indiana
$9.77M +$1.11M +2,478 +13%
CC
934
Copperleaf Capital
North Carolina
$9.76M -$207K -464 -2%
AA
935
Argent Advisors
Louisiana
$9.75M +$122K +273 +1%
HCM
936
Hengehold Capital Management
Ohio
$9.72M +$31.6K +71 +0.3%
CFS
937
CRA Financial Services
New Jersey
$9.72M +$456K +1,023 +5%
IAIM
938
International Assets Investment Management
Florida
$9.72M -$855K -1,918 -8%
ABC
939
Associated Banc-Corp
Wisconsin
$9.64M +$714K +1,601 +8%
HI
940
Horizon Investments
North Carolina
$9.59M -$953K -2,138 -9%
FFP
941
Forbes Financial Planning
Rhode Island
$9.59M -$33.9K -76 -0.4%
TGCMU
942
Titan Global Capital Management USA
New York
$9.59M +$4.34M +9,730 +83%
DWM
943
Darwin Wealth Management
Florida
$9.55M -$1.05M -2,353 -10%
CM
944
Columbus Macro
Pennsylvania
$9.55M +$3.06M +6,764 +47%
DAS
945
Dynamic Advisor Solutions
Arizona
$9.54M +$1.64M +3,671 +21%
KA
946
Kooman & Associates
Pennsylvania
$9.47M -$1.71M -3,838 -15%
WP
947
WealthPLAN Partners
Nebraska
$9.45M -$392K -879 -4%
HIA
948
Harbor Investment Advisory
Maryland
$9.44M -$70.4K -158 -0.7%
MBT
949
Montecito Bank & Trust
California
$9.44M +$534K +1,198 +6%
HWP
950
Heritage Wealth Partners
Ohio
$9.4M +$8.26M +18,538 +728%
36 37
38
39 40