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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 %
AP
1551
Appleton Partners
Massachusetts
$2.35M -$8.02K -18 -0.3%
OPWM
1552
Oxinas Partners Wealth Management
Indiana
$2.35M +$41.5K +93 +2%
RRC
1553
Relaxing Retirement Coach
Massachusetts
$2.34M +$891 +2 +0%
RMDI
1554
R.M. Davis Inc
Maine
$2.34M -$8.47K -19 -0.4%
GP
1555
Girard Partners
Pennsylvania
$2.34M -$483K -1,084 -17%
FAG
1556
Fortitude Advisory Group
Washington
$2.33M +$1.1M +2,463 +89%
CFB
1557
Cullen/Frost Bankers
Texas
$2.33M -$429K -962 -16%
ECM
1558
Exchange Capital Management
Michigan
$2.33M -$111K -250 -5%
CMP
1559
Courage Miller Partners
Virginia
$2.32M -$379K -850 -14%
WE
1560
Wealth Effects
Massachusetts
$2.32M +$40.1K +90 +2%
TCM
1561
Tufton Capital Management
Maryland
$2.3M +$54.8K +123 +2%
CCA
1562
Column Capital Advisors
Indiana
$2.3M +$1.34K +3 +0.1%
MFG
1563
MidWestOne Financial Group
Iowa
$2.29M +$800K +1,795 +54%
HCA
1564
Horan Capital Advisors
Ohio
$2.29M +$49.9K +112 +2%
PPP
1565
Private Portfolio Partners
New Jersey
$2.29M -$19.2K -43 -0.8%
MJRIC
1566
Mogy Joel R Investment Counsel
California
$2.29M – – –
SWM
1567
Segment Wealth Management
Texas
$2.28M +$1.34K +3 +0.1%
FCM
1568
Fortis Capital Management
Washington
$2.28M +$763K +1,711 +50%
HWM
1569
Howard Wealth Management
Connecticut
$2.28M +$67.3K +151 +3%
WI
1570
Wedgewood Investors
Pennsylvania
$2.28M -$245K -550 -10%
CWM
1571
Centric Wealth Management
Illinois
$2.27M +$37.1K +84 +2%
MWC
1572
MBM Wealth Consultants
Missouri
$2.27M -$211K -471 -9%
CCA
1573
Cobblestone Capital Advisors
New York
$2.27M -$149K -334 -6%
MA
1574
MBA Advisors
Pennsylvania
$2.26M – – –
HWM
1575
Hemington Wealth Management
Virginia
$2.26M +$398K +894 +21%
61 62
63
64 65