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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 %
CIR
1176
Clear Investment Research
Georgia
$5.26M -$11.1K -25 -0.2%
MWM
1177
Mission Wealth Management
California
$5.17M +$50.4K +113 +1%
EA
1178
Emerald Advisors
Washington
$5.16M +$248K +556 +5%
HIM
1179
Hanlon Investment Management
New Jersey
$5.16M +$641K +1,438 +14%
PCA
1180
Prosperity Capital Advisors
Ohio
$5.16M +$859K +1,927 +20%
PIA
1181
Perennial Investment Advisors
California
$5.16M +$89.1K +200 +2%
BBP
1182
Banco BTG Pactual
Brazil
$5.16M +$5.16M +11,572 New
BC
1183
Barrett & Company
Rhode Island
$5.15M -$51.3K -115 -1%
CIC
1184
Cutler Investment Counsel
Oregon
$5.14M +$85.1K +191 +2%
BBWP
1185
Beacon Bridge Wealth Partners
Pennsylvania
$5.13M +$763K +1,711 +17%
BFO
1186
Boston Family Office
Massachusetts
$5.13M +$1.16M +2,602 +29%
RC
1187
Roundview Capital
New Jersey
$5.12M +$45K +101 +0.9%
SIC
1188
Shoker Investment Counsel
Ohio
$5.11M +$267K +598 +6%
FCA
1189
FLC Capital Advisors
California
$5.1M -$104K -234 -2%
WEG
1190
World Equity Group
Illinois
$5.09M -$49.8M -111,690 -91%
SFC
1191
Strategic Financial Concepts
Texas
$5.08M -$1.6M -3,596 -24%
CAM
1192
Campion Asset Management
Virginia
$5.08M -$98.9K -222 -2%
GLLW
1193
Graves Light Lenhart Wealth
Virginia
$5.02M – – –
RDIA
1194
RE Dickinson Investment Advisors
Iowa
$5.01M -$27.6K -62 -0.5%
IFA
1195
Index Fund Advisors
California
$4.99M -$53.9K -121 -1%
DBT
1196
Dubuque Bank & Trust
Iowa
$4.98M -$752K -1,688 -13%
CA
1197
Claro Advisors
Massachusetts
$4.98M -$54.4K -122 -1%
SAM
1198
Smithbridge Asset Management
Pennsylvania
$4.98M -$8.92K -20 -0.2%
GS
1199
GTS Securities
New York
$4.98M +$4.98M +11,163 New
JJBC
1200
James J. Burns & Company
New York
$4.97M -$54.8K -123 -1%
46 47
48
49 50