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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 %
WFA
1376
WestHill Financial Advisors
California
$2.78M -$195K -474 -7%
TP
1377
Tranquility Partners
Tennessee
$2.78M -$92.1K -224 -3%
Belvedere Trading
1378
Belvedere Trading
Illinois
$2.77M -$2.9M -7,050 -51%
HCM
1379
Harvey Capital Management
Florida
$2.77M -$28.8K -70 -1%
CWA
1380
Canvas Wealth Advisors
Kansas
$2.75M -$570K -1,376 -17%
IRC
1381
Investors Research Corp
Georgia
$2.74M +$2.06K +5 +0.1%
AC
1382
Abbrea Capital
California
$2.74M -$21K -51 -0.8%
OFS
1383
Oldfather Financial Services
Nebraska
$2.74M +$6.58K +16 +0.2%
CCM
1384
Condor Capital Management
New Jersey
$2.74M -$231K -562 -8%
PCS
1385
Personal CFO Solutions
New Jersey
$2.73M +$43.2K +105 +2%
VWA
1386
V Wealth Advisors
Kansas
$2.72M -$130K -316 -5%
GAM
1387
Gemmer Asset Management
California
$2.72M -$134K -325 -5%
Fisher Asset Management
1388
Fisher Asset Management
Washington
$2.72M +$918K +2,234 +51%
FUBT
1389
First United Bank & Trust
Maryland
$2.72M -$32.9K -80 -1%
RCWMU
1390
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.7M -$28.8K -70 -1%
HPC
1391
HM Payson & Co
Maine
$2.7M +$137K +333 +5%
CSWM
1392
Cassady Schiller Wealth Management
Ohio
$2.69M – – –
BHPW
1393
Beverly Hills Private Wealth
California
$2.68M +$1.15M +2,809 +76%
CWS
1394
Confluence Wealth Services
Pennsylvania
$2.67M +$84.7K +206 +3%
LC
1395
Lindbrook Capital
California
$2.67M -$1.82M -4,435 -41%
EAM
1396
Evanson Asset Management
California
$2.67M -$230K -560 -8%
KHC
1397
Koesten Hirschmann & Crabtree
Kansas
$2.67M +$25.9K +63 +1%
GA
1398
Geller Advisors
New York
$2.67M +$744K +1,810 +39%
SCG
1399
Sonata Capital Group
Washington
$2.65M – – –
RG
1400
Retirement Group
California
$2.64M -$6.99K -17 -0.3%
54 55
56
57 58