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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 %
NB
1351
Nicolet Bankshares
Wisconsin
$3.47M -$15.6K -35 -0.4%
WWP
1352
WR Wealth Planners
Missouri
$3.46M +$62.8K +141 +2%
NIM
1353
Northeast Investment Management
Massachusetts
$3.46M -$58.8K -132 -2%
FIM
1354
Freedom Investment Management
Connecticut
$3.45M +$2.1M +4,710 +155%
HBWM
1355
Hollow Brook Wealth Management
New York
$3.43M +$1.34K +3 +0%
IAA
1356
Independent Advisor Alliance
North Carolina
$3.41M -$48.6K -109 -1%
FWI
1357
Facet Wealth Inc
Maryland
$3.4M +$1.13M +2,501 +50%
BCM
1358
Birmingham Capital Management
Alabama
$3.37M -$22.3K -50 -0.7%
KFS
1359
Kurt F. Somerville
$3.37M – – –
FHA
1360
Flagship Harbor Advisors
Massachusetts
$3.36M -$164K -368 -5%
BHIC
1361
Bassett Hargrove Investment Counsel
Delaware
$3.36M – – –
EFG
1362
Ethos Financial Group
Pennsylvania
$3.34M – – –
JGIA
1363
Jackson Grant Investment Advisers
Connecticut
$3.32M +$4.01K +9 +0.1%
FWTB
1364
First Western Trust Bank
Colorado
$3.31M -$53.5K -120 -2%
GA
1365
GFS Advisors
Texas
$3.3M – – –
WAG
1366
Wallace Advisory Group
California
$3.3M – – –
CL
1367
CIM LLC
New York
$3.3M -$270K -606 -8%
VWM
1368
Valley Wealth Managers
New Jersey
$3.3M -$128K -287 -4%
BBNA
1369
Bremer Bank National Association
Minnesota
$3.29M +$266K +597 +9%
NHC
1370
Nicholas Hoffman & Company
Georgia
$3.29M -$20.9K -47 -0.6%
MAM
1371
MMA Asset Management
Pennsylvania
$3.27M +$509K +1,143 +18%
IDA
1372
Intelligence Driven Advisers
California
$3.27M -$757K -1,713 -19%
TH
1373
TCTC Holdings
Texas
$3.26M -$134K -300 -4%
MWM
1374
Marietta Wealth Management
Georgia
$3.24M +$5.35K +12 +0.2%
BWM
1375
BerganKDV Wealth Management
Minnesota
$3.24M -$186K -418 -5%
53 54
55
56 57