IVV icon

iShares Core S&P 500 ETF

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.

Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.62%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.53%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Market Value Shares Shares
Change
Shares
Change %
PFO
76
Pathstone Family Office
New Jersey
$446M 1,086,472 -1,069,440 -50%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$439M 1,074,264 +888,753 +479%
MYLI
78
Meiji Yasuda Life Insurance
Japan
$436M 1,061,712 +78,950 +8%
Corient Private Wealth
79
Corient Private Wealth
Florida
$411M 998,675 +54,336 +6%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$406M 986,922 +5,589 +0.6%
AHSSHC
81
Adventist Health System Sunbelt Healthcare Corp
Florida
$403M 979,163 -214,121 -18%
CCMG
82
Clark Capital Management Group
Pennsylvania
$396M 962,521 +785,855 +445%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388M 942,656 +126,037 +15%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$382M 929,235 +243,340 +35%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$377M 918,149 -72,159 -7%
Charles Schwab
86
Charles Schwab
California
$370M 899,197 -6,080 -0.7%
CM
87
Churchill Management
California
$367M 893,632 +5,699 +0.6%
Fidelity International
88
Fidelity International
Bermuda
$362M 880,977 +58,132 +7%
Allspring Global Investments
89
Allspring Global Investments
North Carolina
$347M 844,897 -1,412 -0.2%
Principal Financial Group
90
Principal Financial Group
Iowa
$337M 818,881 +383,664 +88%
AWM
91
AE Wealth Management
Kansas
$330M 802,499 +72,176 +10%
SW
92
SVB Wealth
Massachusetts
$328M 798,419 -109,917 -12%
SAM
93
Simplify Asset Management
Nevada
$327M 795,915 -381,311 -32%
Franklin Resources
94
Franklin Resources
California
$319M 777,469 +48,434 +7%
LWIC
95
Leith Wheeler Investment Counsel
British Columbia, Canada
$310M 754,834 -56,471 -7%
HWA
96
Heritage Wealth Advisors
Virginia
$299M 726,709 -47,678 -6%
CFG
97
CKW Financial Group
Hawaii
$298M 724,550 -12,581 -2%
CAN
98
Cetera Advisor Networks
California
$296M 719,699 -25,020 -3%
CCM
99
Coldstream Capital Management
Washington
$292M 709,545 +45,772 +7%
OPS
100
Orion Portfolio Solutions
Nebraska
$291M 707,112 +459,658 +186%