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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 %
IRC
1426
Investors Research Corp
Georgia
$2.98M – – –
ACI
1427
Alpha Cubed Investments
California
$2.97M +$379K +850 +15%
ACM
1428
AlphaStar Capital Management
North Carolina
$2.97M +$178K +399 +6%
CWA
1429
Canvas Wealth Advisors
Kansas
$2.97M -$58.4K -128 -2%
CCM
1430
Condor Capital Management
New Jersey
$2.97M -$2.23K -5 -0.1%
AA
1431
Auxano Advisors
Washington
$2.96M – – –
RCWMU
1432
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.95M +$14.3K +32 +0.5%
LWP
1433
Laurel Wealth Planning
Minnesota
$2.95M -$75.8K -170 -3%
New York State Common Retirement Fund
1434
New York State Common Retirement Fund
New York
$2.94M -$576K -1,293 -16%
OFS
1435
Oldfather Financial Services
Nebraska
$2.93M -$38.8K -87 -1%
CSWM
1436
Cassady Schiller Wealth Management
Ohio
$2.93M +$5.79K +13 +0.2%
GSEP
1437
Golden State Equity Partners
California
$2.91M +$76.7K +172 +3%
MWM
1438
Mattern Wealth Management
Kansas
$2.91M -$134K -301 -4%
HPC
1439
HM Payson & Co
Maine
$2.9M -$32.5K -73 -1%
LC
1440
Lindbrook Capital
California
$2.88M -$11.1K -25 -0.4%
MAM
1441
Madison Asset Management
Wisconsin
$2.88M +$29.4K +66 +1%
EAM
1442
Evanson Asset Management
California
$2.88M -$15.6K -35 -0.5%
SCG
1443
Sonata Capital Group
Washington
$2.87M +$4.9K +11 +0.2%
BCV
1444
Banque Cantonale Vaudoise
Switzerland
$2.87M +$60.2K +135 +2%
DTC
1445
Davidson Trust Company
Washington
$2.86M +$32.5K +73 +1%
FA
1446
Forefront Analytics
Pennsylvania
$2.86M -$1.49M -3,334 -34%
PI
1447
PFG Investments
New York
$2.86M +$2.12M +4,751 +286%
EL
1448
Essex LLC
Illinois
$2.85M -$530K -1,190 -16%
PAM
1449
PVG Asset Management
Colorado
$2.85M -$2.34M -5,248 -45%
IAS
1450
IMA Advisory Services
Colorado
$2.84M -$8.91K -20 -0.3%
56 57
58
59 60