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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 %
SAM
1276
Strategy Asset Managers
California
$3.54M +$5.76K +14 +0.2%
JAG
1277
Journey Advisory Group
Kentucky
$3.53M +$407K +989 +13%
GPA
1278
Garrison Point Advisors
California
$3.52M +$455K +1,108 +15%
CFA
1279
Cahill Financial Advisors
Minnesota
$3.49M -$206K -501 -6%
BFW
1280
Brady Family Wealth
Missouri
$3.49M +$166K +405 +5%
TCOV
1281
Trust Company of Vermont
Vermont
$3.49M +$27.1K +66 +0.8%
FNBOO
1282
First National Bank of Omaha
Nebraska
$3.48M -$18.1K -44 -0.5%
SFG
1283
Summit Financial Group
West Virginia
$3.48M -$51.4K -125 -1%
WBC
1284
West Branch Capital
Massachusetts
$3.47M -$4.93K -12 -0.1%
DIM
1285
Delta Investment Management
California
$3.46M -$15.5M -37,667 -82%
QCIG
1286
Quad-Cities Investment Group
Iowa
$3.45M -$93.7K -228 -3%
GFG
1287
Goldstone Financial Group
Illinois
$3.45M +$3.45M +8,381 New
QPWM
1288
Quadrant Private Wealth Management
Pennsylvania
$3.44M -$776K -1,888 -18%
FPTW
1289
Franklin, Parlapiano, Turner & Welch
Texas
$3.43M -$47.7K -116 -1%
FB
1290
First Bancorp
Maine
$3.42M -$32.9K -80 -1%
OPA
1291
Old Port Advisors
Maine
$3.42M +$1.07M +2,598 +45%
SJIM
1292
St. Johns Investment Management
Florida
$3.41M -$260K -633 -7%
SI
1293
Stephens Inc
Arkansas
$3.41M +$439K +1,067 +15%
EWMCB
1294
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.4M +$512K +1,246 +18%
CASB
1295
Cape Ann Savings Bank
Massachusetts
$3.39M -$39.5K -96 -1%
CLOS
1296
Compagnie Lombard Odier SCmA
Switzerland
$3.39M +$143K +347 +4%
APC
1297
Asset Planning Corporation
Tennessee
$3.38M -$26.7K -65 -0.8%
MWA
1298
Motive Wealth Advisors
Michigan
$3.36M -$6.64M -16,155 -66%
FCP
1299
Fidelis Capital Partners
Florida
$3.35M +$2.49M +6,016 +290%
BFA
1300
Beacon Financial Advisory
Ohio
$3.35M +$210K +511 +7%
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