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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 %
AF
1151
Advisornet Financial
Minnesota
$5.73M +$693K +1,554 +14%
LI
1152
LVZ Inc
Michigan
$5.71M -$9.81K -22 -0.2%
WCM
1153
Wealthcare Capital Management
Virginia
$5.67M +$5.35K +12 +0.1%
AFS
1154
Annapolis Financial Services
Maryland
$5.64M -$39.2K -88 -0.7%
1IA
1155
1834 Investment Advisors
Wisconsin
$5.64M +$187K +420 +3%
AI
1156
Atom Investors
Texas
$5.63M +$5.63M +12,630 New
BFG
1157
Beacon Financial Group
Texas
$5.62M -$27.3K -62 -0.5%
TSWM
1158
Tyler-Stone Wealth Management
Ohio
$5.62M +$5.62M +12,601 New
BP
1159
BBR Partners
New York
$5.56M – – –
WCG
1160
Wall Capital Group
Arizona
$5.55M -$249K -556 -4%
SMG
1161
Smart Money Group
Texas
$5.54M -$1.13M -2,536 -17%
WPC
1162
Wedmont Private Capital
Pennsylvania
$5.53M +$402K +891 +8%
LC
1163
Lavaca Capital
Texas
$5.48M +$79.3K +178 +1%
PI
1164
PineBridge Investments
New York
$5.47M -$936K -2,100 -15%
LNWTC
1165
Laird Norton Wetherby Trust Company
Washington
$5.38M -$37.4K -84 -0.7%
AFG
1166
Albion Financial Group
Utah
$5.37M +$5.37M +12,047 +301,175%
DA
1167
Doliver Advisors
Texas
$5.35M +$713K +1,600 +15%
TFS
1168
Thoroughbred Financial Services
Tennessee
$5.34M +$64.6K +145 +1%
TC
1169
Trust Company
Kansas
$5.34M -$22.7K -51 -0.4%
VCM
1170
Virtue Capital Management
Tennessee
$5.32M +$5.32M +11,941 New
ESB
1171
Essex Savings Bank
Connecticut
$5.3M -$74.9K -168 -1%
PG
1172
Patten Group
Tennessee
$5.28M -$486K -1,090 -8%
BW
1173
BIP Wealth
Georgia
$5.28M -$288K -646 -5%
I2I
1174
Insight 2811 Inc
Illinois
$5.26M +$4.27M +9,573 +428%
SHFP
1175
Second Half Financial Partners
Florida
$5.26M +$5.26M +11,807 New
45 46
47
48 49