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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 %
MMRF
1001
Michelson Medical Research Foundation
California
$7.39M -$6.46M -15,710 -47%
CIAS
1002
Capital Investment Advisory Services
North Carolina
$7.39M +$608K +1,479 +9%
ARG
1003
Advisory Resource Group
Oklahoma
$7.39M +$118K +287 +2%
CAM
1004
Concorde Asset Management
Michigan
$7.39M -$905K -2,202 -11%
DT
1005
Daniels + Tansey
Delaware
$7.39M +$380K +924 +5%
PTC
1006
Private Trust Company
Ohio
$7.39M -$208K -506 -3%
UCB
1007
United Community Bank
South Carolina
$7.37M -$131K -318 -2%
EAM
1008
Erste Asset Management
Austria
$7.35M -$1.69M -4,100 -19%
Axa
1009
Axa
France
$7.29M -$846K -2,057 -10%
DAS
1010
Dynamic Advisor Solutions
Arizona
$7.29M +$2.83M +6,888 +63%
LIM
1011
Leavell Investment Management
Alabama
$7.27M +$115K +279 +2%
STA
1012
Summit Trail Advisors
New York
$7.26M -$46K -112 -0.6%
KW
1013
KWB Wealth
California
$7.25M -$60.3K -157 -0.8%
RWIA
1014
Roger Wittlin Investment Advisory
California
$7.21M +$29.2K +71 +0.4%
WWM
1015
Windsor Wealth Management
Indiana
$7.21M +$76.9K +187 +1%
MPM
1016
Meritage Portfolio Management
Kansas
$7.14M -$765K -1,861 -10%
IA
1017
IFG Advisory
Georgia
$7.1M -$661K -1,607 -9%
RCM
1018
Raleigh Capital Management
North Carolina
$7.04M -$52.2K -127 -0.7%
FWM
1019
FFT Wealth Management
Pennsylvania
$7.01M -$2.51M -6,117 -26%
BWM
1020
Boyd Wealth Management
California
$7M +$321K +782 +5%
4WM
1021
4J Wealth Management
Virginia
$7M -$17.3K -42 -0.2%
YIA
1022
YHB Investment Advisors
Connecticut
$6.98M -$726K -1,767 -9%
KIA
1023
KCM Investment Advisors
California
$6.97M +$1.31M +3,195 +23%
CC
1024
Chicago Capital
Illinois
$6.94M +$102K +248 +1%
BONH
1025
Bank of New Hampshire
New Hampshire
$6.93M +$270K +656 +4%
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