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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.68B
2
Wolverine Trading
2
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
3
Morgan Stanley
New York
$7.55B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14B
2
SC
2
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
4
Millennium Management
New York
$1.19B
5
PG
5
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
101
CKW Financial Group
Hawaii
$304M +$8.44M +19,645 +3%
HWA
102
Heritage Wealth Advisors
Virginia
$295M -$8.43M -19,624 -3%
CCM
103
Coldstream Capital Management
Washington
$290M -$4.81M -11,193 -2%
JC
104
JB Capital
Connecticut
$289M +$57.1M +133,011 +25%
AHSSHC
105
Adventist Health System Sunbelt Healthcare Corp
Florida
$287M -$236M -549,100 -45%
AHSW
106
Adventist Health System West
California
$281M -$15.9M -37,000 -5%
SIC
107
Sigma Investment Counselors
Michigan
$280M +$2.35M +5,474 +0.8%
SAM
108
Simplify Asset Management
Nevada
$278M -$23.2M -53,952 -8%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$277M – – –
State Street
110
State Street
Massachusetts
$271M -$16.7M -38,703 -6%
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$267M -$87.2M -202,973 -25%
RIG
112
RiverFront Investment Group
Virginia
$267M -$9.73M -22,662 -4%
IMCOOI
113
Investment Management Corp of Ontario (IMCO)
Canada
$264M -$341M -794,100 -56%
TI
114
Truepoint Inc
Ohio
$263M +$4.11M +9,579 +2%
NA
115
NewEdge Advisors
Louisiana
$262M +$40.1M +93,319 +18%
TIAA Trust, National Association
116
TIAA Trust, National Association
North Carolina
$261M +$261M +606,761 New
MMI
117
Matson Money Inc
Ohio
$258M -$20.2M -46,975 -7%
GF
118
Genworth Financial
Virginia
$258M – – –
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$257M +$8.11M +18,892 +3%
EW
120
Evoke Wealth
California
$257M +$12M +27,766 +5%
MSA
121
Mason Street Advisors
Wisconsin
$256M – – –
Baird Financial Group
122
Baird Financial Group
Wisconsin
$251M -$23.2M -54,018 -8%
CWM
123
Cahaba Wealth Management
Georgia
$246M +$5.97M +13,908 +2%
PIMJS
124
PKO Investment Management Joint-Stock
Poland
$234M -$9.53M -22,193 -4%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$233M +$39.9M +92,835 +21%
3 4
5
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