IVV icon

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 %
PAG
1076
Private Advisory Group
Washington
$6.94M -$1.75M -3,926 -20%
CFG
1077
Cosner Financial Group
Colorado
$6.92M +$6.92M +15,534 New
MLA
1078
My Legacy Advisors
Oregon
$6.92M +$1.26M +2,796 +22%
MD
1079
Money Design
Japan
$6.92M -$331K -743 -5%
SWP
1080
Strategic Wealth Partners
Ohio
$6.92M +$450K +1,010 +7%
GWP
1081
Gateway Wealth Partners
Wisconsin
$6.91M +$78K +175 +1%
SB
1082
Simmons Bank
Arkansas
$6.85M -$164K -368 -2%
CG
1083
Caprock Group
Idaho
$6.83M -$39.7K -89 -0.6%
SC
1084
Sykon Capital
New York
$6.83M +$6.83M +15,322 New
D
1085
Dentgroup
Louisiana
$6.83M +$1.46M +3,267 +27%
CT
1086
Coastline Trust
Rhode Island
$6.83M +$458K +1,028 +7%
EWMCB
1087
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.82M +$3.13M +7,027 +85%
SMI
1088
Shelter Mutual Insurance
Missouri
$6.82M +$6.51M +14,595 +2,085%
DC
1089
Davenport & Co
Virginia
$6.8M -$78K -175 -1%
PWG
1090
Portside Wealth Group
Utah
$6.8M +$6.8M +15,247 New
CFC
1091
Client First Capital
California
$6.79M -$59.7K -134 -0.9%
LIM
1092
Leavell Investment Management
Alabama
$6.79M -$1.09M -2,440 -14%
CPA
1093
Cardiff Park Advisors
California
$6.79M -$27.6K -62 -0.4%
BCG
1094
Breakwater Capital Group
New Jersey
$6.73M +$154K +345 +2%
GEA
1095
Glen Eagle Advisors
New Jersey
$6.72M -$16.9K -38 -0.3%
VCA
1096
Verdence Capital Advisors
Maryland
$6.7M +$149K +334 +2%
MF
1097
Meridian Financial
Massachusetts
$6.69M +$5.79K +13 +0.1%
FCC
1098
Flower City Capital
New York
$6.64M -$165K -371 -2%
WAOI
1099
Wealth Advisors of Iowa
Iowa
$6.63M -$11.6K -26 -0.2%
MWM
1100
Meridian Wealth Management
Kentucky
$6.61M +$81.6K +183 +1%
42 43
44
45 46