IVV icon

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 %
FC
1451
Forte Capital
New York
$2.83M -$6.69K -15 -0.2%
CWS
1452
Confluence Wealth Services
Pennsylvania
$2.82M -$78.9K -177 -3%
PAG
1453
Paladin Advisory Group
Iowa
$2.82M +$11.6K +26 +0.4%
TCPWM
1454
Traverso Chambers Private Wealth Management
California
$2.82M +$362K +812 +15%
PCS
1455
Personal CFO Solutions
New Jersey
$2.81M -$142K -318 -5%
APC
1456
Aspire Private Capital
North Carolina
$2.81M +$19.6K +44 +0.7%
CCA
1457
Clearwater Capital Advisors
Illinois
$2.8M -$309K -693 -10%
PFSC
1458
Peoples Financial Services Corp
Pennsylvania
$2.79M -$252K -565 -8%
AWM
1459
Arista Wealth Management
Nevada
$2.78M -$69.1K -155 -2%
JSL
1460
JT Stratford LLC
Georgia
$2.78M +$1.78K +4 +0.1%
MC
1461
Moors & Cabot
Massachusetts
$2.78M -$360K -807 -11%
KHC
1462
Koesten Hirschmann & Crabtree
Kansas
$2.77M -$119K -268 -4%
FBFS
1463
First Business Financial Services
Wisconsin
$2.77M +$189K +423 +7%
AIM
1464
Arcadia Investment Management
Michigan
$2.76M -$86.9K -195 -3%
LIA
1465
LifePlan Investment Advisors
North Carolina
$2.75M +$2.75M +6,174 New
PG
1466
Prostatis Group
Maryland
$2.75M +$2.73M +1,092,312 +18,019%
AIA
1467
Arcadia Investment Advisors
Idaho
$2.74M -$18.3K -41 -0.7%
IA
1468
Insight Advisors
Pennsylvania
$2.74M -$45.9K -103 -2%
RA
1469
Ruggaard & Associates
Ohio
$2.74M +$476K +1,068 +21%
SFWA
1470
Summit Financial Wealth Advisors
Louisiana
$2.73M +$18.7K +42 +0.7%
BA
1471
Bridge Advisory
California
$2.73M +$1.86M +4,182 +214%
IP
1472
Investment Partners
Ohio
$2.71M -$14.3K -32 -0.5%
MFG
1473
Magnus Financial Group
New York
$2.7M +$485K +1,087 +22%
LCM
1474
Liberty Capital Management
Michigan
$2.7M +$111K +250 +4%
CHA
1475
Carmichael Hill & Associates
Maryland
$2.69M +$324K +726 +14%
57 58
59
60 61