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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 %
HCA
1501
Harbour Capital Advisors
Virginia
$2.21M -$16.9K -41 -0.8%
CAS
1502
Coppell Advisory Solutions
Texas
$2.2M +$253K +623 +13%
CASC
1503
Coppell Advisory Solutions Corp
Texas
$2.2M +$253K +623 +13%
HPC
1504
Hobart Private Capital
North Carolina
$2.2M -$28.5M -69,399 -93%
CIS
1505
Continental Investors Services
Washington
$2.19M -$65.8K -160 -3%
VST
1506
Van Strum & Towne
California
$2.19M +$1.23K +3 +0.1%
VC
1507
Veracity Capital
Georgia
$2.19M -$222K -541 -9%
CHA
1508
Carmichael Hill & Associates
Maryland
$2.18M +$248K +604 +13%
CWG
1509
Crown Wealth Group
North Carolina
$2.18M -$220K -534 -9%
CFA
1510
CWS Financial Advisors
Michigan
$2.18M +$1M +2,440 +85%
AP
1511
Appleton Partners
Massachusetts
$2.18M +$85.1K +207 +4%
SSW
1512
Stone Summit Wealth
Florida
$2.17M +$24.3K +59 +1%
AB
1513
Atlas Brown
Kentucky
$2.17M -$4.93K -12 -0.2%
RMDI
1514
R.M. Davis Inc
Maine
$2.16M -$152K -371 -7%
AWA
1515
Aaron Wealth Advisors
Illinois
$2.16M +$6.58K +16 +0.3%
RRC
1516
Relaxing Retirement Coach
Massachusetts
$2.15M -$10.3K -25 -0.5%
AI
1517
Axiom Investors
Connecticut
$2.14M +$370K +900 +21%
OPWM
1518
Oxinas Partners Wealth Management
Indiana
$2.13M -$6.17K -15 -0.3%
FCA
1519
Fortis Capital Advisors
Kansas
$2.13M +$1.06M +2,573 +99%
PPP
1520
Private Portfolio Partners
New Jersey
$2.13M -$106K -259 -5%
CCA
1521
Column Capital Advisors
Indiana
$2.12M -$28K -68 -1%
RWMG
1522
Redwood Wealth Management Group
New Jersey
$2.11M -$14K -34 -0.7%
MJRIC
1523
Mogy Joel R Investment Counsel
California
$2.11M -$103K -250 -5%
CWP
1524
Curated Wealth Partners
California
$2.11M +$134K +325 +7%
SWM
1525
Segment Wealth Management
Texas
$2.1M +$1.64K +4 +0.1%
59 60
61
62 63