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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 %
CF
1001
Centaurus Financial
California
$8.4M -$1.24M -2,777 -13%
SL
1002
Salomon & Ludwin
Virginia
$8.37M -$46.4K -104 -0.6%
GWM
1003
Greenhouse Wealth Management
Connecticut
$8.36M +$22.7K +51 +0.3%
PO
1004
Private Ocean
California
$8.36M -$153K -344 -2%
ARG
1005
Advisory Resource Group
Oklahoma
$8.34M +$327K +733 +4%
FAIM
1006
Financial Advocates Investment Management
Washington
$8.3M -$7.89M -18,076 -49%
SDAM
1007
Shulman DeMeo Asset Management
New York
$8.24M -$179K -401 -2%
V
1008
VeraBank
Texas
$8.24M +$5.81M +13,031 +239%
MCA
1009
MSH Capital Advisors
Arizona
$8.23M -$75.3K -169 -0.9%
HNW
1010
High Note Wealth
Minnesota
$8.22M -$697K -1,564 -8%
PTC
1011
Private Trust Company
Ohio
$8.21M +$204K +458 +3%
AR
1012
Apeiron RIA
Texas
$8.21M -$5.33M -11,956 -39%
Nomura Asset Management
1013
Nomura Asset Management
Japan
$8.2M – – –
ZF
1014
Zhang Financial
Michigan
$8.2M +$52.6K +118 +0.6%
TCM
1015
Telos Capital Management
California
$8.19M +$115K +259 +1%
AWS
1016
AJ Wealth Strategies
New York
$8.18M -$101K -227 -1%
SL
1017
Sentry LLC
Tennessee
$8.17M -$267K -600 -3%
NAS
1018
Nicolet Advisory Services
Wisconsin
$8.16M +$201K +454 +3%
MSFS
1019
Main Street Financial Solutions
Pennsylvania
$8.14M -$4.46K -10 -0.1%
GKWIM
1020
Gerber Kawasaki Wealth & Investment Management
California
$8.1M +$1.18M +2,649 +17%
SS
1021
Sound Stewardship
Kansas
$8.07M +$25K +56 +0.3%
WG
1022
Welch Group
Alabama
$8.04M -$12.9K -29 -0.2%
MMRF
1023
Michelson Medical Research Foundation
California
$8.02M – – –
UCB
1024
United Community Bank
South Carolina
$7.99M – – –
APW
1025
Acima Private Wealth
Virginia
$7.99M -$164K -367 -2%
39 40
41
42 43