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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 %
CCWM
1376
Cassaday & Co Wealth Management
Virginia
$3.23M +$146K +328 +5%
LB
1377
Leo Brokerage
Texas
$3.23M -$217K -487 -6%
NC
1378
NovaPoint Capital
Georgia
$3.22M +$19.6K +44 +0.6%
AWM
1379
Alterna Wealth Management
Texas
$3.22M +$550K +1,233 +21%
JEST
1380
JTC Employer Solutions Trustee
Jersey
$3.22M -$120K -269 -4%
ODIJL
1381
One Day In July LLC
Vermont
$3.21M +$1.73M +3,889 +117%
SCA
1382
Sage Capital Advisors
South Dakota
$3.2M +$178K +400 +6%
TFP
1383
Triune Financial Partners
Kansas
$3.19M -$11.1K -25 -0.3%
IUHSA
1384
Itau Unibanco Holding S.A.
Brazil
$3.19M -$1.37M -2,970 -30%
GA
1385
Geller Advisors
New York
$3.18M +$291K +654 +10%
DWP
1386
Daymark Wealth Partners
Ohio
$3.17M +$1.7M +3,821 +116%
PB
1387
Pinnacle Bancorp
Nebraska
$3.16M +$109K +245 +4%
WCG
1388
Weaver Consulting Group
California
$3.16M -$109K -244 -3%
EBT
1389
Enterprise Bank & Trust
Massachusetts
$3.16M +$1M +2,253 +47%
NCM
1390
Northwest Capital Management
Oregon
$3.15M -$55.3K -124 -2%
CB
1391
Cadence Bank
Mississippi
$3.14M -$53.9K -121 -2%
TWM
1392
Thrive Wealth Management
Pennsylvania
$3.14M +$988K +2,217 +46%
NEPWA
1393
New England Private Wealth Advisors
Massachusetts
$3.14M +$3.12K +7 +0.1%
SF
1394
Symphony Financial
Texas
$3.14M -$232K -526 -7%
RBC
1395
Romano Brothers & Co
Illinois
$3.13M +$4.46K +10 +0.1%
SPWM
1396
Straight Path Wealth Management
Michigan
$3.12M +$449K +1,007 +17%
YDMI
1397
Y.D. More Investments
Israel
$3.12M +$891K +2,000 +40%
EWA
1398
EverSource Wealth Advisors
Alabama
$3.12M +$47.2K +106 +2%
CPG
1399
Cornerstone Planning Group
New Jersey
$3.12M +$3.12M +6,994 New
OPWM
1400
Oakwell Private Wealth Management
Texas
$3.11M – – –
54 55
56
57 58