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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 %
TI
1276
tru Independence
Oregon
$4.11M -$85.1K -191 -2%
JAG
1277
Journey Advisory Group
Kentucky
$4.11M +$283K +634 +7%
CC
1278
Callan Capital
California
$4.1M +$1.64M +3,690 +67%
NFG
1279
Nations Financial Group
Iowa
$4.1M +$45K +101 +1%
QCIG
1280
Quad-Cities Investment Group
Iowa
$4.08M +$346K +776 +9%
BPC
1281
Banque Pictet & Cie
Switzerland
$4.07M +$1.8M +4,033 +79%
VF
1282
Vawter Financial
Ohio
$4.07M +$4.07M +9,127 New
GPA
1283
Garrison Point Advisors
California
$4.07M +$247K +554 +6%
MIA
1284
Milestone Investment Advisors
Wisconsin
$4.06M -$446 -1 -0%
RWPA
1285
Richard W. Paul & Associates
Michigan
$4.06M -$53.9K -121 -1%
FG
1286
Fiduciary Group
Georgia
$4.05M -$7.58K -17 -0.2%
DWM
1287
Defined Wealth Management
Oregon
$4.04M +$18.7K +42 +0.5%
WF
1288
Welch & Forbes
Massachusetts
$4.04M -$59.7K -134 -1%
PAM
1289
Peak Asset Management
Colorado
$4.03M -$132K -297 -3%
MFC
1290
Mechanics Financial Corp
Ohio
$4.02M -$77.6K -174 -2%
KFGK
1291
Keystone Financial Group (Kentucky)
Kentucky
$4M +$4M +8,968 New
Kovitz Investment Group Partners
1292
Kovitz Investment Group Partners
Illinois
$3.99M -$712K -1,597 -15%
SSWG
1293
Seven Springs Wealth Group
Tennessee
$3.98M -$45.5K -102 -1%
CCC
1294
Chelsea Counsel Company
California
$3.97M -$535K -1,200 -12%
RMAM
1295
Raab & Moskowitz Asset Management
New Jersey
$3.96M -$119K -267 -3%
MCM
1296
Mitchell Capital Management
Kansas
$3.94M +$80.2K +180 +2%
CPIA
1297
Cornell Pochily Investment Advisors
New York
$3.91M -$115K -258 -3%
LSA
1298
Lansing Street Advisors
Pennsylvania
$3.91M -$1.23M -2,761 -24%
SAM
1299
Strategy Asset Managers
California
$3.91M +$71.8K +161 +2%
BWA
1300
BlueSky Wealth Advisors
North Carolina
$3.9M -$11.6K -26 -0.3%
50 51
52
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