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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 %
IIC
1051
Integrated Investment Consultants
Michigan
$7.36M -$12M -26,842 -62%
NWA
1052
New World Advisors
Massachusetts
$7.34M +$781K +1,753 +12%
KW
1053
KWB Wealth
California
$7.32M -$1.09M -2,441 -13%
GM
1054
GeoWealth Management
Illinois
$7.32M +$1.25M +2,805 +21%
LIA
1055
Luken Investment Analytics
Tennessee
$7.3M -$12.1M -27,242 -62%
T
1056
TrueFG
Texas
$7.29M -$2.23K -5 -0%
CWM
1057
Congress Wealth Management
Massachusetts
$7.27M -$127K -284 -2%
NL
1058
NEPC LLC
Massachusetts
$7.23M +$5.79K +13 +0.1%
CCT
1059
Chemung Canal Trust
New York
$7.22M +$666K +1,494 +10%
EI
1060
Ellevest Inc
New York
$7.22M +$209K +468 +3%
RCM
1061
Raleigh Capital Management
North Carolina
$7.19M -$445K -999 -6%
RTL
1062
Red Tortoise LLC
Georgia
$7.18M -$8.02K -18 -0.1%
SW
1063
Simplicity Wealth
New Jersey
$7.17M +$708K +1,589 +11%
ES
1064
Eagle Strategies
New York
$7.16M +$824K +1,849 +13%
BCM
1065
Becker Capital Management
Oregon
$7.16M -$71.3K -160 -1%
CRI
1066
Commonwealth Retirement Investments
Virginia
$7.15M -$36.5K -82 -0.5%
CFG
1067
Cooper Financial Group
California
$7.13M +$246K +552 +4%
WP
1068
WMS Partners
Maryland
$7.08M -$32.1K -72 -0.5%
MOS
1069
MGO One Seven
Ohio
$7.04M -$85.1K -191 -1%
IW
1070
Instrumental Wealth
Florida
$7M +$2.69K +6 +0%
9WM
1071
9258 Wealth Management
Ohio
$7M -$1.11M -2,491 -14%
WCWM
1072
Wooster Corthell Wealth Management
Connecticut
$6.98M -$138K -310 -2%
SFG
1073
Sunburst Financial Group
Alabama
$6.98M -$17.4K -39 -0.2%
BHPW
1074
Beverly Hills Private Wealth
California
$6.96M +$4.04M +8,992 +138%
KCM
1075
Kennicott Capital Management
California
$6.96M +$4.64M +31,237 +200%
41 42
43
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