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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 %
ACG
1326
Allen Capital Group
Nebraska
$3.71M -$139K -311 -4%
ZIC
1327
ZWJ Investment Counsel
Georgia
$3.71M +$195K +437 +6%
SFG
1328
SNS Financial Group
Minnesota
$3.7M +$115K +257 +3%
NW
1329
NewEdge Wealth
Pennsylvania
$3.7M +$1.86M +4,168 +101%
VP
1330
Verum Partners
North Carolina
$3.7M -$1.39M -3,129 -27%
SJIM
1331
St. Johns Investment Management
Florida
$3.68M -$23.2K -52 -0.6%
SI
1332
Stephens Inc
Arkansas
$3.67M -$20.5K -46 -0.6%
APC
1333
Asset Planning Corporation
Tennessee
$3.66M +$4.9K +11 +0.1%
RFA
1334
Resurgent Financial Advisors
Georgia
$3.66M -$611K -1,370 -14%
MWA
1335
Motive Wealth Advisors
Michigan
$3.64M – – –
EIP
1336
Ellis Investment Partners
Pennsylvania
$3.63M +$243K +545 +7%
CASB
1337
Cape Ann Savings Bank
Massachusetts
$3.63M -$43.2K -97 -1%
GWS
1338
Glassman Wealth Services
Virginia
$3.61M -$433K -972 -11%
IFS
1339
Intelligent Financial Strategies
Minnesota
$3.61M +$891 +2 +0%
API
1340
Advisor Partners II
California
$3.6M +$2.18M +4,882 +153%
SIA
1341
Stegner Investment Associates
Kentucky
$3.59M +$55.7K +125 +2%
GWM
1342
Gitterman Wealth Management
New Jersey
$3.58M -$415K -931 -10%
FCB
1343
First County Bank
Connecticut
$3.58M -$446K -1,000 -11%
CLOS
1344
Compagnie Lombard Odier SCmA
Switzerland
$3.53M -$136K -306 -4%
QPWM
1345
Quadrant Private Wealth Management
Pennsylvania
$3.52M -$202K -453 -5%
PJSIMP
1346
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.52M -$504K -1,101 -13%
BAM
1347
BOS Asset Management
Illinois
$3.51M -$41K -92 -1%
WWM
1348
WJ Wealth Management
Arizona
$3.49M +$1.76M +3,938 +101%
VAM
1349
Verity Asset Management
North Carolina
$3.47M -$3.09M -6,942 -47%
MWM
1350
Madison Wealth Management
Ohio
$3.47M +$4.9K +11 +0.1%
52 53
54
55 56