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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 %
BTWM
976
Baker Tilly Wealth Management
Wisconsin
$8.9M +$337K +757 +4%
RWP
977
Revolve Wealth Partners
New Jersey
$8.89M -$1.19M -2,665 -12%
PI
978
Pachira Investments
California
$8.88M +$8.88M +19,923 New
BHWM
979
Beaird Harris Wealth Management
Texas
$8.88M -$324K -726 -4%
SHFA
980
SC&H Financial Advisors
Maryland
$8.85M +$555K +1,246 +7%
RWI
981
Red Wave Investments
Pennsylvania
$8.85M -$168K -377 -2%
CA
982
Cambridge Associates
Massachusetts
$8.81M – – –
SOS
983
Silver Oak Securities
Tennessee
$8.75M -$1.3M -2,927 -13%
VVP
984
Venture Visionary Partners
Ohio
$8.7M -$42.3K -95 -0.5%
DFA
985
DHK Financial Advisors
New Hampshire
$8.69M – – –
WJWM
986
Williams Jones Wealth Management
New York
$8.64M -$44.1K -99 -0.5%
AG
987
Ascent Group
Virginia
$8.64M +$2.7M +5,995 +46%
Natixis Advisors
988
Natixis Advisors
Massachusetts
$8.6M -$1.64M -3,682 -16%
AAMC
989
Asset Allocation & Management Company
Illinois
$8.59M -$332K -746 -4%
BFA
990
BBJS Financial Advisors
Washington
$8.57M -$258K -579 -3%
IGWM
991
ICA Group Wealth Management
Colorado
$8.55M +$1.1M +2,467 +15%
PPC
992
Park Place Capital
Alabama
$8.53M -$59.7K -134 -0.7%
X
993
Xponance
Pennsylvania
$8.52M +$273K +613 +3%
OFG
994
Omega Financial Group
California
$8.52M -$653K -1,466 -7%
MPM
995
Meritage Portfolio Management
Kansas
$8.52M +$779K +1,748 +10%
SB
996
Strategic Blueprint
Georgia
$8.51M -$818K -1,836 -9%
SAM
997
Silvercrest Asset Management
New York
$8.49M +$1.68M +3,772 +25%
CAM
998
Concorde Asset Management
Michigan
$8.49M +$480K +1,076 +6%
BC
999
Bartlett & Co
Ohio
$8.45M +$113K +253 +1%
BCWM
1000
Bartlett & Co Wealth Management
Ohio
$8.45M +$113K +253 +1%
38 39
40
41 42