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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 %
GIS
1251
Grayhawk Investment Strategies
Alberta, Canada
$4.43M -$6.69K -15 -0.2%
BB
1252
Berkshire Bank
Massachusetts
$4.43M -$195K -437 -4%
MAG
1253
MRA Advisory Group
New Jersey
$4.41M +$3.67M +8,241 +496%
WPC
1254
Waters Parkerson & Co
Louisiana
$4.41M +$223K +501 +5%
PWP
1255
Private Wealth Partners
California
$4.38M – – –
SCM
1256
SOL Capital Management
Maryland
$4.37M +$267K +598 +6%
MCC
1257
Money Concepts Capital
Florida
$4.37M -$38.9M -87,286 -90%
PA
1258
PSI Advisors
Florida
$4.37M -$439K -985 -9%
RW
1259
Rede Wealth
Virginia
$4.36M +$14.3K +32 +0.3%
P
1260
&Partners
Tennessee
$4.35M -$29.9K -67 -0.7%
SFM
1261
Signet Financial Management
New Jersey
$4.35M -$41K -92 -0.9%
MWPCG
1262
Measured Wealth Private Client Group
New Hampshire
$4.33M -$243K -545 -5%
FC
1263
Financial Council
Maryland
$4.3M -$12.5K -28 -0.3%
PWA
1264
Peterson Wealth Advisors
Utah
$4.27M -$209K -469 -5%
SIC
1265
Salem Investment Counselors
North Carolina
$4.25M +$167K +374 +4%
CWM
1266
Certus Wealth Management
California
$4.25M +$4.25M +9,533 New
MWP
1267
Meridian Wealth Partners
Pennsylvania
$4.25M +$46.8K +105 +1%
BFC
1268
Bedel Financial Consulting
Indiana
$4.24M +$180K +404 +4%
NCM
1269
Nelson Capital Management
California
$4.23M +$205K +460 +5%
SFI
1270
SPC Financial Inc
Maryland
$4.21M +$661K +1,482 +19%
TA
1271
TFB Advisors
Kansas
$4.19M +$3.93M +8,825 +1,529%
FHC
1272
First Heartland Consultants
Missouri
$4.18M -$70K -157 -2%
MWAM
1273
Manhattan West Asset Management
California
$4.16M -$652K -1,462 -14%
OSAM
1274
O'Shaughnessy Asset Management
Connecticut
$4.13M -$618K -1,387 -13%
M
1275
MOTCO
Texas
$4.11M +$706K +1,583 +21%
49 50
51
52 53