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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 %
AWA
1401
Arkadios Wealth Advisors
Georgia
$2.64M +$54.3K +132 +2%
Invesco
1402
Invesco
Georgia
$2.63M +$123K +298 +5%
CAM
1403
Carret Asset Management
New York
$2.63M +$67K +163 +3%
AWM
1404
Arista Wealth Management
Nevada
$2.63M -$177K -430 -6%
AIM
1405
Arcadia Investment Management
Michigan
$2.63M – – –
MAM
1406
Madison Asset Management
Wisconsin
$2.63M -$7.14M -17,380 -73%
IAS
1407
IMA Advisory Services
Colorado
$2.62M – – –
FC
1408
Forte Capital
New York
$2.62M -$981K -2,387 -27%
DTC
1409
Davidson Trust Company
Washington
$2.61M +$155K +378 +6%
GSEP
1410
Golden State Equity Partners
California
$2.61M +$2.61M +6,353 New
GP
1411
Girard Partners
Pennsylvania
$2.6M +$962K +2,340 +59%
BCV
1412
Banque Cantonale Vaudoise
Switzerland
$2.59M – – –
PAG
1413
Paladin Advisory Group
Iowa
$2.59M +$2.59M +6,293 New
SWM
1414
Stockman Wealth Management
Montana
$2.58M +$350K +851 +16%
ACM
1415
AlphaStar Capital Management
North Carolina
$2.58M -$230K -560 -8%
LSA
1416
Lion Street Advisors
Texas
$2.57M +$1.33M +3,234 +107%
APC
1417
Aspire Private Capital
North Carolina
$2.57M -$163K -397 -6%
IA
1418
Insight Advisors
Pennsylvania
$2.57M -$2.06K -5 -0.1%
JSL
1419
JT Stratford LLC
Georgia
$2.56M -$7.13M -17,352 -74%
AIA
1420
Arcadia Investment Advisors
Idaho
$2.55M -$11.5K -28 -0.4%
CFB
1421
Cullen/Frost Bankers
Texas
$2.54M -$191K -464 -7%
MAM
1422
MMA Asset Management
Pennsylvania
$2.54M +$990K +2,407 +64%
GGS
1423
Galvin Gaustad & Stein
Arizona
$2.53M -$408K -992 -14%
ME
1424
McIlrath & Eck
Washington
$2.52M +$202K +491 +9%
IP
1425
Investment Partners
Ohio
$2.51M +$2.88K +7 +0.1%
55 56
57
58 59