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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 %
GSIS
1551
Global Strategic Investment Solutions
Arizona
$2M – – –
TAM
1552
Titleist Asset Management
Texas
$2M +$2M +4,872 New
AC
1553
AWM Capital
Arizona
$2M +$1.07M +2,600 +114%
CSPIA
1554
Cary Street Partners Investment Advisory
Virginia
$2M -$125K -304 -6%
OWP
1555
Obermeyer Wealth Partners
Colorado
$1.99M -$354K -860 -15%
GIA
1556
GHP Investment Advisors
Colorado
$1.99M +$19.3K +47 +1%
TWM
1557
Thrive Wealth Management
Pennsylvania
$1.99M -$4.75M -11,548 -70%
CWM
1558
Castle Wealth Management
Florida
$1.99M -$7.82M -19,024 -80%
EBT
1559
Enterprise Bank & Trust
Massachusetts
$1.98M – – –
TCM
1560
Traynor Capital Management
Pennsylvania
$1.98M +$36.6K +89 +2%
Impax Asset Management Group
1561
Impax Asset Management Group
United Kingdom
$1.97M +$1.97M +4,804 New
BMWM
1562
Brown Miller Wealth Management
Virginia
$1.96M -$364K -886 -16%
AF
1563
Alerus Financial
North Dakota
$1.96M – – –
ECM
1564
Evergreen Capital Management
Washington
$1.95M +$41.9K +102 +2%
CG
1565
Cutler Group
California
$1.94M -$5.37M -13,074 -73%
OCG
1566
Opus Capital Group
Ohio
$1.94M +$1.64K +4 +0.1%
PTP
1567
Platform Technology Partners
New York
$1.94M +$34.1K +83 +2%
CB
1568
Centennial Bank
Arkansas
$1.94M -$53.4K -130 -3%
AWM
1569
Aprio Wealth Management
Georgia
$1.93M -$56.3K -137 -3%
FPCG
1570
Fort Pitt Capital Group
Pennsylvania
$1.93M -$3.2M -7,790 -62%
CG
1571
Cynosure Group
Utah
$1.93M -$704K -1,713 -27%
GCS
1572
Gordian Capital (Singapore)
Singapore
$1.92M -$1.01M -2,460 -34%
SA
1573
SRH Advisors
Kansas
$1.92M – – –
CIA
1574
Compass Ion Advisors
Pennsylvania
$1.92M -$44.4K -108 -2%
MOACM
1575
Mutual of America Capital Management
New York
$1.91M +$227K +551 +13%
61 62
63
64 65