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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 %
TFCP
1226
Twin Focus Capital Partners
Massachusetts
$4.74M – – –
WPC
1227
White Pine Capital
Minnesota
$4.73M -$121K -271 -2%
AWA
1228
Authentikos Wealth Advisory
California
$4.71M -$263K -589 -5%
SAM
1229
S.A. Mason
Michigan
$4.69M – – –
AIA
1230
Armor Investment Advisors
North Carolina
$4.68M +$266K +596 +6%
IIC
1231
Ironwood Investment Counsel
Arizona
$4.67M -$735K -1,649 -14%
BAM
1232
Belpointe Asset Management
Nevada
$4.67M -$9.66M -21,674 -67%
FTWA
1233
Fifth Third Wealth Advisors
Ohio
$4.66M +$3M +6,727 +180%
CIS
1234
Continental Investors Services
Washington
$4.66M +$2.24M +4,942 +93%
MFS
1235
Madrona Financial Services
Washington
$4.65M +$2.99M +6,703 +179%
BAMG
1236
Brand Asset Management Group
Missouri
$4.65M -$252K -566 -5%
FCP
1237
Fidelis Capital Partners
Florida
$4.64M +$1.03M +2,321 +29%
SFG
1238
Sage Financial Group
Pennsylvania
$4.64M -$99.8K -224 -2%
JFA
1239
JNBA Financial Advisors
Minnesota
$4.63M -$62K -139 -1%
MCI
1240
MRP Capital Investments
Georgia
$4.63M +$4.63M +10,392 New
FNBOSM
1241
First National Bank of South Miami
Florida
$4.63M -$39.2K -88 -0.8%
WP
1242
Westmount Partners
California
$4.61M +$8.91K +20 +0.2%
SC
1243
Steph & Co
Wisconsin
$4.59M -$7.58K -17 -0.2%
NP
1244
Nilsine Partners
Colorado
$4.58M -$341K -766 -7%
ASW
1245
Astoria Strategic Wealth
Texas
$4.56M +$446 +1 +0%
OWA
1246
Outlook Wealth Advisors
Texas
$4.53M +$4.07M +9,141 +894%
WPP
1247
Whalerock Point Partners
Rhode Island
$4.5M +$68.2K +153 +2%
JIC
1248
Joel Isaacson & Co
New York
$4.49M +$404K +906 +10%
WCM
1249
Windham Capital Management
Massachusetts
$4.46M – – –
CPC
1250
Congress Park Capital
New York
$4.45M +$510K +1,144 +13%
48 49
50
51 52