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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 %
WFMPM
1351
Woodley Farra Manion Portfolio Management
Indiana
$2.97M +$68.7K +167 +2%
AA
1352
Auxano Advisors
Washington
$2.96M – – –
NCM
1353
Northwest Capital Management
Oregon
$2.96M -$2.5M -6,079 -46%
NC
1354
NovaPoint Capital
Georgia
$2.96M -$132K -321 -4%
TFP
1355
Triune Financial Partners
Kansas
$2.95M -$19.3K -47 -0.6%
CB
1356
Cadence Bank
Mississippi
$2.95M -$414K -1,007 -12%
EL
1357
Essex LLC
Illinois
$2.91M – – –
NEPWA
1358
New England Private Wealth Advisors
Massachusetts
$2.89M +$6.58K +16 +0.2%
MC
1359
Moors & Cabot
Massachusetts
$2.89M +$88K +214 +3%
RBC
1360
Romano Brothers & Co
Illinois
$2.88M -$69.5K -169 -2%
NIC
1361
Northwest Investment Counselors
Oregon
$2.88M +$626K +1,524 +28%
BBPWM
1362
Blue Bell Private Wealth Management
Pennsylvania
$2.88M -$318K -773 -10%
OPWM
1363
Oakwell Private Wealth Management
Texas
$2.87M – – –
CCA
1364
Clearwater Capital Advisors
Illinois
$2.87M -$164K -398 -5%
AA
1365
Aufman Associates
Pennsylvania
$2.86M +$4.93K +12 +0.2%
CCWM
1366
Cassaday & Co Wealth Management
Virginia
$2.85M +$26.7K +65 +0.9%
AFO
1367
Arrowroot Family Office
California
$2.85M +$2.85M +6,923 New
EWA
1368
EverSource Wealth Advisors
Alabama
$2.83M -$258K -628 -8%
PB
1369
Pinnacle Bancorp
Nebraska
$2.81M +$477K +1,161 +20%
PFSC
1370
Peoples Financial Services Corp
Pennsylvania
$2.81M – – –
MWM
1371
Mattern Wealth Management
Kansas
$2.81M -$81.8K -199 -3%
CW
1372
CIC Wealth
Maryland
$2.81M +$10.3K +25 +0.4%
BBNA
1373
Bremer Bank National Association
Minnesota
$2.79M – – –
LWP
1374
Laurel Wealth Planning
Minnesota
$2.79M -$539K -1,310 -16%
SCA
1375
Sage Capital Advisors
South Dakota
$2.78M -$4.11K -10 -0.1%
53 54
55
56 57