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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.57B
2
Wolverine Trading
Wolverine Trading
Illinois
+$2.73B
3
Morgan Stanley
Morgan Stanley
New York
+$2.27B
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$673M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
2
SC
Soundwatch Capital
Connecticut
-$985M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$894M
4
Millennium Management
Millennium Management
New York
-$662M
5
PG
Prostatis Group
Maryland
-$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDWM
1526
Topel & Distasi Wealth Management
California
$2.42M – – –
PFBT
1527
Parkside Financial Bank & Trust
Missouri
$2.42M +$679K +1,580 +39%
FA
1528
Forefront Analytics
Pennsylvania
$2.41M -$340K -793 -12%
NRI
1529
NFP Retirement Inc
California
$2.4M +$2.15K +5 +0.1%
TWP
1530
TFO Wealth Partners
Ohio
$2.4M – – –
TCM
1531
Traynor Capital Management
Pennsylvania
$2.4M +$307K +714 +15%
BDF
1532
Black Diamond Financial
Maryland
$2.4M +$10.3K +24 +0.4%
NL
1533
Navalign LLC
California
$2.39M +$2.14M +4,975 +828%
IF
1534
Intrua Financial
Texas
$2.39M -$20.2K -47 -0.8%
IIM
1535
Ipswich Investment Management
Massachusetts
$2.39M +$66.1K +154 +3%
ATWA
1536
Arbor Trust Wealth Advisors
Michigan
$2.38M -$132K -305 -5%
CCA
1537
Column Capital Advisors
Indiana
$2.37M +$160K +373 +7%
SSW
1538
Stone Summit Wealth
Florida
$2.37M +$86.8K +202 +4%
CGPCS
1539
Capital Group Private Client Services
California
$2.37M +$482K +1,122 +26%
FCM
1540
Fortis Capital Management
Washington
$2.36M +$164K +381 +7%
AP
1541
Arlington Partners
Alabama
$2.36M +$435K +1,012 +23%
AT
1542
Arlington Trust
Alabama
$2.36M +$2.36M +5,498 New
GFPC
1543
Global Financial Private Client
Florida
$2.34M -$160K -372 -6%
FRA
1544
Frank Rimerman Advisors
California
$2.34M – – –
JIR
1545
James Investment Research
Ohio
$2.31M -$3.87K -9 -0.2%
OCFG
1546
O'Connor Financial Group
Illinois
$2.31M -$26.2K -61 -1%
PA
1547
Procyon Advisors
Connecticut
$2.3M -$17.2K -40 -0.7%
DFC
1548
DBK Financial Counsel
Ohio
$2.29M -$6.44K -15 -0.3%
CC
1549
Cypress Capital
Tennessee
$2.29M -$109K -254 -5%
CTFG
1550
Capstone Triton Financial Group
Oklahoma
$2.28M -$98.3K -229 -4%
60 61
62
63 64