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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 %
PO
976
Private Ocean
California
$7.85M +$9.87K +24 +0.1%
SL
977
Sentry LLC
Tennessee
$7.78M +$7.78M +18,935 New
SDAM
978
Shulman DeMeo Asset Management
New York
$7.77M +$158K +384 +2%
SL
979
Salomon & Ludwin
Virginia
$7.76M -$411 -1 -0%
BCWM
980
Bartlett & Co Wealth Management
Ohio
$7.69M -$40.7K -99 -0.5%
BC
981
Bartlett & Co
Ohio
$7.69M -$40.7K -99 -0.5%
GWM
982
Greenhouse Wealth Management
Connecticut
$7.69M +$28K +68 +0.4%
MCA
983
MSH Capital Advisors
Arizona
$7.66M -$273K -665 -3%
SHFA
984
SC&H Financial Advisors
Maryland
$7.65M +$333K +811 +5%
AWS
985
AJ Wealth Strategies
New York
$7.63M +$111K +270 +1%
MWM
986
Merriman Wealth Management
Washington
$7.62M -$725K -1,764 -9%
X
987
Xponance
Pennsylvania
$7.61M +$161K +391 +2%
Nomura Asset Management
988
Nomura Asset Management
Japan
$7.57M -$849K -2,065 -10%
APW
989
Acima Private Wealth
Virginia
$7.52M +$171K +416 +2%
ZF
990
Zhang Financial
Michigan
$7.52M +$1.22M +2,976 +19%
MSFS
991
Main Street Financial Solutions
Pennsylvania
$7.51M +$25.5K +62 +0.3%
SAG
992
Spotlight Asset Group
Illinois
$7.5M +$7.5M +19,947 New
BWP
993
Baldwin Wealth Partners
Massachusetts
$7.49M +$182K +442 +2%
9WM
994
9258 Wealth Management
Ohio
$7.48M -$275K -668 -4%
TCM
995
Telos Capital Management
California
$7.45M -$4.93K -12 -0.1%
WG
996
Welch Group
Alabama
$7.43M -$4.36M -10,595 -37%
DW
997
Domani Wealth
Pennsylvania
$7.42M +$103K +251 +1%
SS
998
Sound Stewardship
Kansas
$7.42M +$925K +2,251 +14%
AWA
999
Aletheian Wealth Advisors
Washington
$7.42M -$78.9K -192 -1%
NAS
1000
Nicolet Advisory Services
Wisconsin
$7.4M +$1.33M +3,232 +22%
38 39
40
41 42