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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 %
AFG
1126
Atomi Financial Group
New York
$6.15M -$1.35M -3,031 -18%
JSTA
1127
Japan Science & Technology Agency
Japan
$6.13M -$961M -2,157,100 -99%
ICP
1128
Interchange Capital Partners
Pennsylvania
$6.12M +$1.41M +3,155 +30%
AFS
1129
Axiom Financial Strategies
Indiana
$6.11M +$6.11M +13,716 New
TW
1130
Transform Wealth
Colorado
$6.08M +$82.9K +186 +1%
AFP
1131
Ausdal Financial Partners
Iowa
$6.07M -$479K -1,075 -7%
WP
1132
WealthSource Partners
California
$6.05M -$518K -1,162 -8%
CD
1133
Chapin Davis
Maryland
$6.04M +$45.9K +103 +0.8%
MAWAG
1134
Mid-American Wealth Advisory Group
Missouri
$6.02M +$6.02M +13,434 New
EFS
1135
Essex Financial Services
Connecticut
$5.99M -$480K -1,076 -7%
KIA
1136
KCM Investment Advisors
California
$5.97M -$1.59M -3,559 -21%
AAS
1137
Annex Advisory Services
Wisconsin
$5.92M +$336K +754 +6%
WWC
1138
Waypoint Wealth Counsel
Georgia
$5.92M -$3.57K -8 -0.1%
TWP
1139
Tempus Wealth Planning
California
$5.89M +$140K +315 +2%
QC
1140
Quent Capital
New York
$5.88M -$4.01K -9 -0.1%
SGK
1141
Steigerwald Gordon & Koch
Virginia
$5.87M -$46.8K -105 -0.8%
SFP
1142
Sterling Financial Planning
New Jersey
$5.86M +$237K +531 +4%
LSPW
1143
Lake Street Private Wealth
Illinois
$5.86M -$75.3K -169 -1%
SWM
1144
Selective Wealth Management
Virginia
$5.84M +$5.84M +13,223 New
MWM
1145
MY Wealth Management
Maryland
$5.83M +$264K +593 +5%
PAMG
1146
Patton Albertson Miller Group
Tennessee
$5.82M -$3.42M -7,667 -37%
EA
1147
Efficient Advisors
Ohio
$5.78M -$774K -1,737 -12%
PMFA
1148
Plante Moran Financial Advisors
Michigan
$5.75M +$103K +232 +2%
RWP
1149
Ridgecrest Wealth Partners
California
$5.74M -$158K -354 -3%
GAG
1150
GM Advisory Group
New York
$5.74M +$865K +1,940 +18%
44 45
46
47 48