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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.68B
2
Wolverine Trading
2
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
3
Morgan Stanley
New York
$7.55B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14B
2
SC
2
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
4
Millennium Management
New York
$1.19B
5
PG
5
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
JRP
76
Jasper Ridge Partners
California
$470M +$71.4M +166,340 +18%
Comerica Bank
77
Comerica Bank
Texas
$468M +$468M +1,089,069 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$463M +$32.4M +75,517 +8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$442M +$15.5M +36,174 +4%
UCFA
80
United Capital Financial Advisors
Texas
$442M -$194M -451,756 -31%
FEG
81
Fund Evaluation Group
Ohio
$426M -$20M -46,526 -4%
Fidelity International
82
Fidelity International
Bermuda
$425M +$29.7M +69,156 +8%
JSTA
83
Japan Science & Technology Agency
Japan
$423M +$417M +970,503 +7,053%
Principal Financial Group
84
Principal Financial Group
Iowa
$409M +$9.39M +21,872 +2%
CWM
85
Circle Wealth Management
New Jersey
$403M +$403M +937,367 New
APF
86
Alaska Permanent Fund
Alaska
$393M +$383M +893,000 +4,059%
CM
87
Churchill Management
California
$371M -$9.03M -21,029 -2%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$359M +$9.6M +22,359 +3%
CAN
89
Cetera Advisor Networks
California
$349M +$54M +125,672 +18%
Franklin Resources
90
Franklin Resources
California
$342M -$2.95M -6,875 -0.9%
Stifel Financial
91
Stifel Financial
Missouri
$338M +$34M +79,162 +11%
LWIC
92
Leith Wheeler Investment Counsel
British Columbia, Canada
$333M +$6.91M +16,102 +2%
SGI
93
Swan Global Investments
Colorado
$333M +$333M +774,852 New
Allianz Asset Management
94
Allianz Asset Management
Germany
$323M +$295M +686,100 +1,025%
Charles Schwab
95
Charles Schwab
California
$318M -$16.9M -39,333 -5%
AssetMark Inc
96
AssetMark Inc
California
$309M +$81.7M +190,155 +36%
AWM
97
AE Wealth Management
Kansas
$308M -$3.55M -8,260 -1%
JFGIW
98
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$306M +$21.1M +48,985 +7%
NMIMC
99
Northwestern Mutual Investment Management Company
Wisconsin
$305M – – –
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304M +$39.1M +91,167 +15%
2 3
4
5 6