IVV icon

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 %
PCIA
1476
Prime Capital Investment Advisors
Kansas
$2.33M -$19.8M -48,245 -89%
AIM
1477
Aspen Investment Management
Michigan
$2.33M -$8.22K -20 -0.4%
WI
1478
Wedgewood Investors
Pennsylvania
$2.33M – – –
TDWM
1479
Topel & Distasi Wealth Management
California
$2.31M +$2.31M +5,630 New
TNBTD
1480
Trustmark National Bank Trust Department
Mississippi
$2.31M -$481K -1,171 -17%
FRA
1481
Frank Rimerman Advisors
California
$2.31M +$65.4K +159 +3%
EAMA
1482
EFG Asset Management (Americas)
Florida
$2.29M +$20.6K +50 +0.9%
BDF
1483
Black Diamond Financial
Maryland
$2.29M +$25.5K +62 +1%
MIM
1484
Macroview Investment Management
Maryland
$2.27M +$468K +1,139 +26%
ECA
1485
Elevated Capital Advisors
Utah
$2.27M +$105K +255 +5%
CC
1486
Callan Capital
California
$2.26M -$237K -577 -9%
TCPWM
1487
Traverso Chambers Private Wealth Management
California
$2.26M -$12.3K -30 -0.5%
SNB
1488
Security National Bank
Nebraska
$2.26M +$282K +687 +14%
FAAM
1489
First Ascent Asset Management
Colorado
$2.26M +$41.5K +101 +2%
IF
1490
Intrua Financial
Texas
$2.26M -$137K -332 -6%
APWM
1491
Atlas Private Wealth Management
New York
$2.26M +$122K +296 +6%
ECM
1492
Exchange Capital Management
Michigan
$2.25M +$209K +509 +10%
V
1493
VeraBank
Texas
$2.24M +$2.24M +5,454 New
OCFG
1494
O'Connor Financial Group
Illinois
$2.23M +$2.23M +5,417 New
CCA
1495
Cobblestone Capital Advisors
New York
$2.23M -$231K -561 -9%
RP
1496
Riverbridge Partners
Minnesota
$2.22M -$8.1M -19,715 -78%
JIR
1497
James Investment Research
Ohio
$2.22M -$444K -1,079 -17%
DC
1498
Darrow Company
Massachusetts
$2.22M -$123K -298 -5%
DFC
1499
DBK Financial Counsel
Ohio
$2.22M – – –
TWP
1500
TFO Wealth Partners
Ohio
$2.21M +$2.2M +5,359 +19,139%
58 59
60
61 62