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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 %
GGS
1501
Galvin Gaustad & Stein
Arizona
$2.62M -$129K -289 -5%
GFPC
1502
Global Financial Private Client
Florida
$2.6M -$14.7K -33 -0.6%
MCA
1503
Magnolia Capital Advisors
Mississippi
$2.6M -$2.67K -6 -0.1%
VWM
1504
Vigilare Wealth Management
Arizona
$2.6M -$96.3K -216 -4%
ATWA
1505
Arbor Trust Wealth Advisors
Michigan
$2.59M -$99.8K -224 -4%
SWM
1506
Stockman Wealth Management
Montana
$2.59M -$206K -463 -7%
GIA
1507
Guyasuta Investment Advisors
Pennsylvania
$2.58M -$35.2K -79 -1%
SCM
1508
Schnieders Capital Management
California
$2.58M – – –
SDWMA
1509
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.57M -$91.4K -205 -3%
MIFH
1510
Migdal Insurance & Financial Holdings
Israel
$2.56M -$877K -1,995 -26%
CL
1511
COWA LLC
Oklahoma
$2.55M -$4.23M -9,486 -62%
SC
1512
Sepio Capital
Utah
$2.55M – – –
CWM
1513
Concentric Wealth Management
California
$2.54M -$33.9K -76 -1%
SP
1514
Successful Portfolios
Florida
$2.54M -$1.04M -2,324 -29%
AIM
1515
Aspen Investment Management
Michigan
$2.53M +$891 +2 +0%
CFA
1516
Cahill Financial Advisors
Minnesota
$2.53M -$1.26M -2,825 -33%
FC
1517
Financial Consulate
Maryland
$2.53M -$175K -392 -6%
LSA
1518
Lion Street Advisors
Texas
$2.52M -$362K -786 -13%
ADL
1519
Asset Dedication LLC
California
$2.52M +$467K +1,051 +23%
TDWM
1520
Topel & Distasi Wealth Management
California
$2.51M – – –
DI
1521
Disciplined Investments
Oklahoma
$2.51M -$758K -1,701 -23%
CA
1522
CapWealth Advisors
Tennessee
$2.5M -$104K -233 -4%
IF
1523
Intrua Financial
Texas
$2.5M +$62.8K +141 +3%
HKIMG
1524
Hutchens & Kramer Investment Management Group
Indiana
$2.5M +$628K +1,409 +34%
CF
1525
Corrigan Financial
Rhode Island
$2.49M -$38.3K -86 -2%
59 60
61
62 63