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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 %
DWP
1451
Destiny Wealth Partners
Florida
$2.43M -$1.2M -2,927 -33%
GFPC
1452
Global Financial Private Client
Florida
$2.42M -$1.04M -2,510 -30%
RF
1453
RHS Financial
California
$2.41M -$188K -458 -7%
GIA
1454
Guyasuta Investment Advisors
Pennsylvania
$2.41M -$1.49M -3,622 -38%
CA
1455
CapWealth Advisors
Tennessee
$2.41M -$50.6K -123 -2%
MCA
1456
Magnolia Capital Advisors
Mississippi
$2.4M -$30.4K -74 -1%
CI
1457
Cavalier Investments
Georgia
$2.4M -$2.54M -6,183 -51%
ACI
1458
Alpha Cubed Investments
California
$2.39M -$13.2K -32 -0.5%
RDWM
1459
Red Door Wealth Management
Tennessee
$2.39M -$264K -642 -10%
TSS
1460
Two Sigma Securities
New York
$2.39M +$1.65M +4,018 +224%
LCM
1461
Liberty Capital Management
Michigan
$2.38M +$11.9K +29 +0.5%
WPA
1462
West Paces Advisors
Georgia
$2.38M -$20.1K -49 -0.8%
LWM
1463
Lyell Wealth Management
California
$2.38M +$191K +464 +9%
FBFS
1464
First Business Financial Services
Wisconsin
$2.38M – – –
SCM
1465
Schnieders Capital Management
California
$2.38M – – –
CPFP
1466
Clear Perspectives Financial Planning
Ohio
$2.38M -$1.23K -3 -0.1%
CWM
1467
Concentric Wealth Management
California
$2.37M +$15.6K +38 +0.7%
CL
1468
COWA LLC
Oklahoma
$2.36M +$1.3M +8,393 +123%
NRC
1469
New Republic Capital
North Carolina
$2.35M +$1.19M +2,902 +103%
CSPAM
1470
Cary Street Partners Asset Management
Virginia
$2.35M +$131K +319 +6%
FP
1471
Financial Perspectives
Minnesota
$2.35M +$31.2K +76 +1%
SC
1472
Sepio Capital
Utah
$2.35M -$57.1K -139 -2%
AFA
1473
Arlington Financial Advisors
California
$2.34M +$255K +621 +12%
CTFG
1474
Capstone Triton Financial Group
Oklahoma
$2.34M -$11.1K -27 -0.5%
CF
1475
Corrigan Financial
Rhode Island
$2.33M +$30K +73 +1%
57 58
59
60 61