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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1226
Forefront Analytics
Pennsylvania
$4.01M -$784K -1,908 -16%
FC
1227
Financial Council
Maryland
$3.98M -$158K -384 -4%
PCA
1228
Prosperity Capital Advisors
Ohio
$3.97M +$1.59M +3,867 +67%
NFP
1229
NorthLanding Financial Partners
New York
$3.95M +$148K +361 +4%
MSAM
1230
Moloney Securities Asset Management
Missouri
$3.95M +$166K +404 +4%
RFA
1231
Resurgent Financial Advisors
Georgia
$3.94M -$179K -435 -4%
FHC
1232
First Heartland Consultants
Missouri
$3.92M -$791K -1,925 -17%
MWP
1233
Meridian Wealth Partners
Pennsylvania
$3.88M +$112K +273 +3%
TI
1234
tru Independence
Oregon
$3.87M -$1.41M -3,438 -27%
WPC
1235
Waters Parkerson & Co
Louisiana
$3.86M -$40.3K -98 -1%
PAM
1236
Peak Asset Management
Colorado
$3.84M -$11.1K -27 -0.3%
UCMOK
1237
United Capital Management of KS
Kansas
$3.81M -$134K -326 -3%
RWPA
1238
Richard W. Paul & Associates
Michigan
$3.8M +$341K +829 +10%
SCM
1239
SOL Capital Management
Maryland
$3.79M +$814K +1,979 +27%
MFC
1240
Mechanics Financial Corp
Ohio
$3.78M -$62.1K -151 -2%
WF
1241
Welch & Forbes
Massachusetts
$3.78M – – –
SIC
1242
Salem Investment Counselors
North Carolina
$3.77M +$109K +264 +3%
JIC
1243
Joel Isaacson & Co
New York
$3.77M +$70.3K +171 +2%
RMAM
1244
Raab & Moskowitz Asset Management
New Jersey
$3.77M -$151K -367 -4%
MSAGDF
1245
Moneda SA Administradora General de Fondos
Chile
$3.75M -$1.53M -3,723 -29%
MIA
1246
Milestone Investment Advisors
Wisconsin
$3.75M +$224K +546 +6%
BFC
1247
Bedel Financial Consulting
Indiana
$3.74M +$138K +336 +4%
FG
1248
Fiduciary Group
Georgia
$3.74M -$14.8K -36 -0.4%
NFG
1249
Nations Financial Group
Iowa
$3.74M -$356K -867 -9%
GWS
1250
Glassman Wealth Services
Virginia
$3.73M -$362K -881 -9%
48 49
50
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