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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 %
IAG
1051
Investment Advisory Group
Massachusetts
$6.44M -$24.3K -59 -0.4%
KCM
1052
Kennicott Capital Management
California
$6.42M -$452K -1,099 -7%
EPM
1053
Elm Partners Management
Pennsylvania
$6.4M -$4.98M -12,118 -44%
IW
1054
Instrumental Wealth
Florida
$6.4M +$6.4M +15,616 New
GKWIM
1055
Gerber Kawasaki Wealth & Investment Management
California
$6.38M +$71.1K +173 +1%
PGWM
1056
Parisi Gray Wealth Management
New Jersey
$6.38M -$5.28M -12,841 -45%
CFG
1057
Cooper Financial Group
California
$6.35M -$674K -1,639 -10%
DC
1058
Davenport & Co
Virginia
$6.34M +$13.6K +33 +0.2%
CG
1059
Caprock Group
Idaho
$6.34M +$6.34M +15,414 New
SCM
1060
Spreng Capital Management
Ohio
$6.33M -$154K -374 -2%
CFC
1061
Client First Capital
California
$6.32M -$2.62M -6,376 -29%
LCWP
1062
Legacy Capital Wealth Partners
Arkansas
$6.31M +$6.31M +15,350 New
CA
1063
Continuum Advisory
Idaho
$6.31M +$1.3M +3,168 +26%
GWP
1064
Gateway Wealth Partners
Wisconsin
$6.3M +$487K +1,184 +8%
VCM
1065
Vivaldi Capital Management
Illinois
$6.3M -$2.19M -5,320 -26%
CPA
1066
Cardiff Park Advisors
California
$6.29M -$162K -393 -3%
Calamos Advisors
1067
Calamos Advisors
Illinois
$6.28M -$962K -2,339 -13%
SAM
1068
Silvercrest Asset Management
New York
$6.28M -$206K -500 -3%
FCC
1069
Flower City Capital
New York
$6.28M -$36.2K -88 -0.6%
SMG
1070
Smart Money Group
Texas
$6.25M -$10.7M -25,539 -63%
GEA
1071
Glen Eagle Advisors
New Jersey
$6.21M -$64.1K -156 -1%
SFC
1072
Strategic Financial Concepts
Texas
$6.16M +$6.16M +14,995 New
HT
1073
Heritage Trust
Oklahoma
$6.16M -$178K -433 -3%
MF
1074
Meridian Financial
Massachusetts
$6.16M +$3.29K +8 +0.1%
WAOI
1075
Wealth Advisors of Iowa
Iowa
$6.13M -$592K -1,440 -9%
41 42
43
44 45