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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.68B
2
Wolverine Trading
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
Morgan Stanley
New York
$7.55B
4
Marshall Wace
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14B
2
SC
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
Millennium Management
New York
$1.19B
5
PG
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPFA
126
Provida Pension Fund Administrator
Chile
$226M +$69.8M +162,585 +45%
BCI
127
Brinker Capital Investments
Pennsylvania
$223M -$79.7M -185,707 -26%
OPS
128
Orion Portfolio Solutions
Nebraska
$223M -$79.7M -185,707 -26%
KAS
129
Kestra Advisory Services
Texas
$223M +$9.36M +21,794 +4%
UB
130
UMB Bank
Missouri
$223M -$1.96M -4,563 -0.9%
FCH
131
Freestone Capital Holdings
Washington
$222M +$5.2M +12,100 +2%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$218M -$24.9M -57,883 -10%
HHGA
133
Halbert Hargrove Global Advisors
California
$216M -$2.55M -5,944 -1%
EH
134
Equitable Holdings
New York
$213M +$11.4M +26,635 +6%
COCM
135
Charter Oak Capital Management
New Hampshire
$211M -$8.01M -18,657 -4%
KA
136
Klingman & Associates
New York
$208M +$5.4M +12,573 +3%
AWS
137
Atria Wealth Solutions
New York
$205M +$16.1M +37,395 +9%
DWA
138
Divergent Wealth Advisors
Utah
$200M -$35M -81,546 -15%
CCMG
139
Clark Capital Management Group
Pennsylvania
$197M -$226M -526,310 -53%
LIA
140
LBMC Investment Advisors
Tennessee
$195M -$1.99M -4,690 -1%
AWE
141
Avidian Wealth Enterprises
Texas
$186M +$1.85M +4,316 +1%
JSW
142
Journey Strategic Wealth
New Jersey
$186M -$161K -376 -0.1%
FFA
143
Fragasso Financial Advisors
Pennsylvania
$186M +$41.8M +97,290 +29%
AA
144
Ashford Advisors
New York
$186M +$14.6M +34,004 +9%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$185M -$2.93M -6,825 -2%
SC
146
Soundwatch Capital
Connecticut
$185M -$985M -2,294,551 -84%
PA
147
Planning Alternatives
Michigan
$183M -$2.73M -6,355 -1%
Korea Investment Corp
148
Korea Investment Corp
South Korea
$183M – – –
WT
149
Whittier Trust
California
$180M +$2.6M +6,047 +1%
BC
150
Bricktown Capital
Michigan
$179M -$250M -581,793 -58%
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