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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
$1.92B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.8B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.14B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.6B

Top Sellers

1
BlackRock
BlackRock
New York
$30.1B
2
Bank of America
Bank of America
North Carolina
$7.34B
3
JSTA
Japan Science & Technology Agency
Japan
$6.13M
4
Citigroup
Citigroup
New York
$418M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$230M +$5.55M +12,441 +2%
MCM
127
MKP Capital Management
New York
$228M +$228M +511,000 New
HHGA
128
Halbert Hargrove Global Advisors
California
$227M -$647K -1,452 -0.3%
COCM
129
Charter Oak Capital Management
New Hampshire
$227M -$2.42M -5,438 -1%
FCH
130
Freestone Capital Holdings
Washington
$225M +$13.5M +30,241 +6%
KAS
131
Kestra Advisory Services
Texas
$222M -$6.57M -14,732 -3%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$212M +$211M +473,400 +17,215%
KA
133
Klingman & Associates
New York
$210M +$3.95M +8,865 +2%
EH
134
Equitable Holdings
New York
$209M +$6.72M +15,070 +3%
LIA
135
LBMC Investment Advisors
Tennessee
$207M -$2.83M -6,339 -1%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$201M +$25.8M +57,795 +15%
AWS
137
Atria Wealth Solutions
New York
$196M +$16.7M +37,409 +9%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$195M -$3.69M -8,284 -2%
JSW
139
Journey Strategic Wealth
New Jersey
$193M +$1.97M +4,415 +1%
PA
140
Planning Alternatives
Michigan
$193M +$541K +1,214 +0.3%
OIA
141
OneDigital Investment Advisors
Kansas
$192M -$422K -947 -0.2%
AWE
142
Avidian Wealth Enterprises
Texas
$191M -$27.9M -62,523 -13%
Wellington Management Group
143
Wellington Management Group
Massachusetts
$191M -$6.42M -14,414 -3%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$190M -$25.5M -57,293 -12%
AIA
145
Ally Invest Advisors
North Carolina
$187M -$4.97M -11,154 -3%
WT
146
Whittier Trust
California
$184M -$722K -1,621 -0.4%
BP
147
Ballentine Partners
Massachusetts
$182M +$135K +304 +0.1%
AA
148
Ashford Advisors
New York
$178M +$5.22M +11,721 +3%
TLIC
149
Taiyo Life Insurance Company
Japan
$172M -$20.9M -47,000 -11%
TFO
150
Tarbox Family Office
California
$172M -$252K -565 -0.1%
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