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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 %
GIA
1301
Goodwin Investment Advisory
Georgia
$3.9M +$11.6K +26 +0.3%
KL
1302
KWMG LLC
Kansas
$3.89M -$50.8K -114 -1%
PFWA
1303
Paces Ferry Wealth Advisors
Georgia
$3.87M -$138K -309 -3%
FPCG
1304
Forum Private Client Group
Indiana
$3.86M +$268K +602 +7%
CWA
1305
CM Wealth Advisors
Ohio
$3.86M +$3.86M +8,403 New
UCMOK
1306
United Capital Management of KS
Kansas
$3.85M -$282K -632 -7%
ACM
1307
Absolute Capital Management
Pennsylvania
$3.85M +$439K +985 +13%
RA
1308
Riversedge Advisors
Delaware
$3.85M -$499K -1,120 -11%
SPW
1309
Sonoma Private Wealth
California
$3.84M – – –
BFA
1310
Beacon Financial Advisory
Ohio
$3.83M +$201K +451 +6%
ITB
1311
Idaho Trust Bank
Idaho
$3.83M +$3.83M +8,583 New
SBH
1312
Segall Bryant & Hamill
Illinois
$3.81M +$214K +480 +6%
AFS
1313
Access Financial Services
Minnesota
$3.8M -$195K -438 -5%
MPCG
1314
Matrix Private Capital Group
New York
$3.8M -$203K -456 -5%
WMA
1315
Wealth Management Associates
New Jersey
$3.79M -$61.5K -138 -2%
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$3.78M +$201K +450 +6%
BFW
1317
Brady Family Wealth
Missouri
$3.78M -$9.36K -21 -0.2%
FNBOO
1318
First National Bank of Omaha
Nebraska
$3.77M – – –
FFM
1319
Forum Financial Management
Illinois
$3.77M -$115K -259 -3%
WBC
1320
West Branch Capital
Massachusetts
$3.75M -$8.91K -20 -0.2%
SFG
1321
Summit Financial Group
West Virginia
$3.75M -$22.3K -50 -0.6%
Financial Engines Advisors
1322
Financial Engines Advisors
California
$3.74M -$152K -342 -4%
AWG
1323
Altus Wealth Group
Colorado
$3.73M +$208K +466 +6%
FPTW
1324
Franklin, Parlapiano, Turner & Welch
Texas
$3.72M – – –
FB
1325
First Bancorp
Maine
$3.71M – – –
51 52
53
54 55