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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 %
WAL
1201
W Advisors LLC
Tennessee
$4.96M -$891 -2 -0%
CRC
1202
Curi RMB Capital
Illinois
$4.96M -$735K -1,650 -13%
PP
1203
PFS Partners
New Jersey
$4.96M -$162K -364 -3%
Betterment LLC
1204
Betterment LLC
New York
$4.94M +$574K +1,289 +13%
GFG
1205
Goldstone Financial Group
Illinois
$4.94M +$1.2M +2,693 +32%
Calamos Advisors
1206
Calamos Advisors
Illinois
$4.93M -$1.88M -4,221 -28%
SWA
1207
Strategies Wealth Advisors
Michigan
$4.93M +$1.39M +3,119 +39%
SWP
1208
Semus Wealth Partners
Florida
$4.93M +$274K +614 +6%
AF
1209
Affiance Financial
Minnesota
$4.89M +$977K +2,193 +25%
BPWM
1210
Badgley Phelps Wealth Managers
Washington
$4.88M +$1.27M +2,851 +35%
BB
1211
Busey Bank
Illinois
$4.88M +$96.3K +216 +2%
MFA
1212
Morling Financial Advisors
California
$4.88M -$74.4K -167 -2%
HT
1213
Heritage Trust
Oklahoma
$4.86M -$1.82M -4,085 -27%
TCOV
1214
Trust Company of Vermont
Vermont
$4.86M +$1.07M +2,408 +28%
CSPIA
1215
Cary Street Partners Investment Advisory
Virginia
$4.85M +$2.69M +6,026 +124%
BI
1216
Berkeley Inc
Idaho
$4.84M +$22.7K +51 +0.5%
EP
1217
Essential Planning
New Hampshire
$4.83M +$142K +319 +3%
EWM
1218
Endurance Wealth Management
Rhode Island
$4.82M -$18.3K -41 -0.4%
BCA
1219
Bray Capital Advisors
Florida
$4.81M -$20.5K -46 -0.4%
SFO
1220
Stokes Family Office
Louisiana
$4.81M -$10.7K -24 -0.2%
PAI
1221
Pittenger & Anderson Inc
Nebraska
$4.81M +$29.9K +67 +0.6%
MFP
1222
Meridian Financial Partners
Virginia
$4.77M +$4.77M +10,492 New
SFPG
1223
Stonebridge Financial Planning Group
Florida
$4.75M -$162K -364 -3%
WB
1224
West Bancorporation
Iowa
$4.75M +$194K +435 +4%
LFA
1225
Legacy Financial Advisors
Kentucky
$4.74M +$259K +581 +6%
47 48
49
50 51