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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 %
WE
1526
Wealth Effects
Massachusetts
$2.1M -$32.1K -78 -2%
BPC
1527
Banque Pictet & Cie
Switzerland
$2.1M -$6.17K -15 -0.3%
MWC
1528
MBM Wealth Consultants
Missouri
$2.1M – – –
MA
1529
MBA Advisors
Pennsylvania
$2.09M -$6.99K -17 -0.3%
RA
1530
Ruggaard & Associates
Ohio
$2.08M +$2.08M +5,069 New
Connor, Clark & Lunn Investment Management (CC&L)
1531
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.08M – – –
HWM
1532
Hohimer Wealth Management
Washington
$2.08M -$44K -107 -2%
CWM
1533
Centric Wealth Management
Illinois
$2.08M -$87.6K -213 -4%
FGA
1534
Fortis Group Advisors
New Jersey
$2.08M +$2.08M +4,971 New
TCBWMS
1535
Texas Capital Bank Wealth Management Services
Texas
$2.08M -$279K -679 -12%
COI
1536
Connable Office Inc
Michigan
$2.07M -$55.9K -136 -3%
TCM
1537
Tufton Capital Management
Maryland
$2.07M +$208K +507 +11%
HCA
1538
Horan Capital Advisors
Ohio
$2.07M +$246K +599 +14%
EWA
1539
Encompass Wealth Advisors
Oregon
$2.06M +$3.29K +8 +0.2%
FWI
1540
Facet Wealth Inc
Maryland
$2.06M -$86.3K -210 -4%
YDMI
1541
Y.D. More Investments
Israel
$2.06M – – –
NWMG
1542
National Wealth Management Group
Ohio
$2.05M +$1.17M +2,820 +131%
WFAG
1543
Worth Financial Advisory Group
North Carolina
$2.05M -$142K -346 -7%
MFG
1544
Magnus Financial Group
New York
$2.04M +$120K +292 +6%
HWM
1545
Howard Wealth Management
Connecticut
$2.04M +$40.7K +99 +2%
KIG
1546
Kowal Investment Group
Wisconsin
$2.04M -$220K -536 -10%
BFO
1547
Biltmore Family Office
North Carolina
$2.04M – – –
SWP
1548
Summit Wealth Partners
Florida
$2.03M +$59.2K +144 +3%
IIM
1549
Ipswich Investment Management
Massachusetts
$2.03M +$236K +574 +13%
IB
1550
Intrust Bank
Kansas
$2.02M +$4.11K +10 +0.2%
60 61
62
63 64