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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
+$1.68B
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 %
BSWA
1476
Bromfield Sneider Wealth Advisors
Massachusetts
$2.68M +$14.7K +33 +0.6%
CCM
1477
Cohen Capital Management
California
$2.68M +$4.01K +9 +0.1%
OCBCO
1478
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.68M +$2.68M +6,020 New
ME
1479
McIlrath & Eck
Washington
$2.68M -$53.5K -120 -2%
EAMA
1480
EFG Asset Management (Americas)
Florida
$2.68M +$191K +429 +8%
ECI
1481
EFG Capital International
Florida
$2.68M +$2.68M +6,009 New
CCM
1482
Chilton Capital Management
Texas
$2.67M -$32.5K -73 -1%
AUB
1483
Atlantic Union Bankshares
Virginia
$2.66M +$446 +1 +0%
AWA
1484
Arkadios Wealth Advisors
Georgia
$2.66M -$197K -442 -7%
CAM
1485
Carret Asset Management
New York
$2.66M -$192K -430 -7%
RWMG
1486
Redwood Wealth Management Group
New Jersey
$2.66M +$374K +838 +16%
SEI Investments
1487
SEI Investments
Pennsylvania
$2.66M -$157M -351,944 -98%
CCP
1488
Clarkston Capital Partners
Michigan
$2.66M – – –
FP
1489
Financial Perspectives
Minnesota
$2.66M +$109K +245 +4%
RF
1490
RHS Financial
California
$2.65M +$33K +74 +1%
AFA
1491
Arlington Financial Advisors
California
$2.65M +$109K +244 +4%
WPA
1492
West Paces Advisors
Georgia
$2.65M +$69.1K +155 +3%
WF
1493
Warner Financial
Maryland
$2.65M +$3.12K +7 +0.1%
LWM
1494
Lyell Wealth Management
California
$2.65M +$66.9K +150 +3%
SNB
1495
Security National Bank
Nebraska
$2.64M +$190K +426 +8%
CSIC
1496
Clifford Swan Investment Counsel
California
$2.63M – – –
ECA
1497
Elevated Capital Advisors
Utah
$2.63M +$173K +389 +7%
SBLIC
1498
Security Benefit Life Insurance Company
Kansas
$2.63M -$12.7M -28,500 -83%
DWP
1499
Destiny Wealth Partners
Florida
$2.62M -$59.1K -130 -2%
MIM
1500
Macroview Investment Management
Maryland
$2.62M +$161K +361 +7%
58 59
60
61 62