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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 %
CRC
1126
Curi RMB Capital
Illinois
$5.25M +$574K +1,397 +12%
AFS
1127
Annapolis Financial Services
Maryland
$5.24M -$56.3K -137 -1%
WCM
1128
Wealthcare Capital Management
Virginia
$5.22M -$264K -642 -5%
PMFA
1129
Plante Moran Financial Advisors
Michigan
$5.2M -$634K -1,542 -11%
SFP
1130
Sterling Financial Planning
New Jersey
$5.19M -$18.1K -44 -0.3%
WEG
1131
World Equity Group
Illinois
$5.17M +$3.53M +83,957 +214%
MLA
1132
My Legacy Advisors
Oregon
$5.15M +$288K +700 +6%
AAS
1133
Annex Advisory Services
Wisconsin
$5.15M +$682K +1,660 +15%
TPWA
1134
TRUE Private Wealth Advisors
Oregon
$5.15M -$136K -330 -3%
BW
1135
BIP Wealth
Georgia
$5.14M +$5.14M +12,499 New
MWM
1136
MY Wealth Management
Maryland
$5.13M +$1.23K +3 +0%
BP
1137
BBR Partners
New York
$5.12M -$31.2K -76 -0.6%
Barclays
1138
Barclays
United Kingdom
$5.03M -$28.4K -69 -0.6%
1IA
1139
1834 Investment Advisors
Wisconsin
$5.03M -$23.4K -57 -0.5%
LNWTC
1140
Laird Norton Wetherby Trust Company
Washington
$4.99M -$44K -107 -0.9%
IIC
1141
Ironwood Investment Counsel
Arizona
$4.99M -$465K -1,132 -9%
LC
1142
Lavaca Capital
Texas
$4.99M -$615K -1,496 -11%
ESB
1143
Essex Savings Bank
Connecticut
$4.96M -$89.2K -217 -2%
D
1144
Dentgroup
Louisiana
$4.95M +$764K +1,858 +18%
TC
1145
Trust Company
Kansas
$4.94M -$67.4K -164 -1%
TFS
1146
Thoroughbred Financial Services
Tennessee
$4.87M +$225K +547 +5%
CIR
1147
Clear Investment Research
Georgia
$4.86M -$3.29K -8 -0.1%
TGCMU
1148
Titan Global Capital Management USA
New York
$4.84M +$4.84M +11,783 New
RFP
1149
RCS Financial Planning
Maryland
$4.81M +$418K +1,018 +10%
AFM
1150
Andesa Financial Management
Pennsylvania
$4.81M +$2.62M +10,985 +120%
44 45
46
47 48