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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 %
FUBT
1401
First United Bank & Trust
Maryland
$3.1M +$150K +337 +5%
AA
1402
Aufman Associates
Pennsylvania
$3.1M -$2.67K -6 -0.1%
AIC
1403
Ayalon Insurance Company
Israel
$3.09M +$376K +844 +14%
Fisher Asset Management
1404
Fisher Asset Management
Washington
$3.09M +$136K +305 +5%
RT
1405
Rockland Trust
Massachusetts
$3.06M -$397K -890 -11%
APWM
1406
Atlas Private Wealth Management
New York
$3.06M +$613K +1,376 +25%
WFMPM
1407
Woodley Farra Manion Portfolio Management
Indiana
$3.06M -$166K -373 -5%
CAS
1408
Coppell Advisory Solutions
Texas
$3.06M +$675K +1,532 +28%
BBPWM
1409
Blue Bell Private Wealth Management
Pennsylvania
$3.05M -$66.9K -150 -2%
CW
1410
CIC Wealth
Maryland
$3.05M +$7.13K +16 +0.2%
AWA
1411
Aaron Wealth Advisors
Illinois
$3.04M +$702K +1,574 +30%
AC
1412
Abbrea Capital
California
$3.03M +$62.8K +141 +2%
NCG
1413
Newport Capital Group
New Jersey
$3.02M +$3.02M +6,767 New
FWP
1414
FAS Wealth Partners
Kansas
$3.01M +$335K +752 +13%
VWA
1415
V Wealth Advisors
Kansas
$3.01M +$53.9K +121 +2%
HCM
1416
Harvey Capital Management
Florida
$3M – – –
TP
1417
Tranquility Partners
Tennessee
$3M -$16.5K -37 -0.5%
RG
1418
Retirement Group
California
$3M +$130K +291 +5%
WFA
1419
WestHill Financial Advisors
California
$2.99M -$22.7K -51 -0.8%
OLVIG
1420
Oliver Lagore Vanvalin Investment Group
Michigan
$2.99M +$924K +2,074 +45%
AWAU
1421
Alliance Wealth Advisors (Utah)
Utah
$2.99M +$305K +684 +11%
NIC
1422
Northwest Investment Counselors
Oregon
$2.99M -$138K -309 -4%
GAM
1423
Gemmer Asset Management
California
$2.98M +$28.5K +64 +1%
ARC
1424
Advisor Resource Council
Texas
$2.98M -$278K -623 -9%
AWA
1425
Alta Wealth Advisors
Massachusetts
$2.98M -$332K -745 -10%
55 56
57
58 59