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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 %
NRI
1526
NFP Retirement Inc
California
$2.49M -$5.01M -11,238 -67%
CC
1527
Cypress Capital
Tennessee
$2.49M +$1.24M +2,787 +100%
BDF
1528
Black Diamond Financial
Maryland
$2.48M – – –
CTFG
1529
Capstone Triton Financial Group
Oklahoma
$2.47M -$61.1K -137 -2%
NRC
1530
New Republic Capital
North Carolina
$2.47M -$80.2K -180 -3%
CSPAM
1531
Cary Street Partners Asset Management
Virginia
$2.44M -$104K -233 -4%
FRA
1532
Frank Rimerman Advisors
California
$2.43M -$70.9K -159 -3%
OCFG
1533
O'Connor Financial Group
Illinois
$2.42M +$8.91K +20 +0.4%
PA
1534
Procyon Advisors
Connecticut
$2.41M -$1.14M -2,549 -32%
IIM
1535
Ipswich Investment Management
Massachusetts
$2.41M +$209K +469 +10%
JIR
1536
James Investment Research
Ohio
$2.41M -$3.57K -8 -0.1%
DC
1537
Darrow Company
Massachusetts
$2.4M -$4.9K -11 -0.2%
TWP
1538
TFO Wealth Partners
Ohio
$2.4M – – –
FAAM
1539
First Ascent Asset Management
Colorado
$2.4M -$50.4K -113 -2%
CWP
1540
Curated Wealth Partners
California
$2.39M +$103K +231 +5%
DFC
1541
DBK Financial Counsel
Ohio
$2.38M -$22.3K -50 -0.9%
CTC
1542
Corundum Trust Company
South Dakota
$2.38M +$2.38M +5,337 New
AWM
1543
Aprio Wealth Management
Georgia
$2.38M +$284K +637 +14%
SSW
1544
Stone Summit Wealth
Florida
$2.37M +$17.8K +40 +0.8%
VST
1545
Van Strum & Towne
California
$2.37M -$9.81K -22 -0.4%
HWM
1546
Hohimer Wealth Management
Washington
$2.37M +$111K +250 +5%
CFA
1547
CWS Financial Advisors
Michigan
$2.37M +$4.01K +9 +0.2%
CWG
1548
Crown Wealth Group
North Carolina
$2.36M -$1.34K -3 -0.1%
HCA
1549
Harbour Capital Advisors
Virginia
$2.36M -$37.5K -84 -2%
HPC
1550
Hobart Private Capital
North Carolina
$2.35M -$28.1K -63 -1%
60 61
62
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