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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 %
AAS
1101
Ameritas Advisory Services
Nebraska
$6.57M -$2.48M -5,630 -27%
NFC
1102
Northeast Financial Consultants
Connecticut
$6.56M +$683K +1,532 +12%
JIP
1103
Jaffetilchin Investment Partners
Florida
$6.46M -$704K -1,579 -10%
DT
1104
Daniels + Tansey
Delaware
$6.46M -$1.56M -3,492 -19%
IMRF
1105
Illinois Municipal Retirement Fund
Illinois
$6.43M -$2.17M -4,863 -25%
LG
1106
Leuthold Group
Minnesota
$6.42M – – –
FPAS
1107
Focus Partners Advisor Solutions
Missouri
$6.42M +$1.95M +4,377 +44%
VCM
1108
Vivaldi Capital Management
Illinois
$6.4M -$428K -961 -6%
CWM
1109
C2C Wealth Management
Arizona
$6.37M +$236K +519 +4%
CA
1110
Continuum Advisory
Idaho
$6.37M -$474K -1,064 -7%
KC
1111
Kingfisher Capital
North Carolina
$6.35M -$660K -1,481 -9%
JA
1112
JVL Associates
Michigan
$6.34M +$307K +689 +5%
KOC
1113
Koss-Olinger Consulting
Florida
$6.32M -$58.8K -132 -0.9%
MSAGDF
1114
Moneda SA Administradora General de Fondos
Chile
$6.29M +$2.22M +4,981 +55%
CA
1115
CGN Advisors
Kansas
$6.26M -$93.2K -209 -1%
SIC
1116
Sterling Investment Counsel
New York
$6.25M +$139K +311 +2%
NG
1117
NatWest Group
United Kingdom
$6.24M – – –
EWM
1118
Empirical Wealth Management
Washington
$6.22M -$262K -587 -4%
SWA
1119
Sax Wealth Advisors
New Jersey
$6.21M -$345K -774 -5%
EAM
1120
Erste Asset Management
Austria
$6.21M -$1.76M -3,950 -22%
NPP
1121
New Potomac Partners
Maryland
$6.2M -$119K -267 -2%
GP
1122
Geneva Partners
Wisconsin
$6.19M +$31.2K +70 +0.5%
RFP
1123
RCS Financial Planning
Maryland
$6.18M +$959K +2,152 +18%
APG
1124
Abacus Planning Group
South Carolina
$6.15M +$16.5K +37 +0.3%
TWA
1125
TCI Wealth Advisors
Arizona
$6.15M +$212K +475 +4%
43 44
45
46 47