IVV icon

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 %
Connor, Clark & Lunn Investment Management (CC&L)
1576
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.26M – – –
HT
1577
Headlands Technologies
Illinois
$2.25M +$1.16M +2,593 +105%
WFAG
1578
Worth Financial Advisory Group
North Carolina
$2.25M +$32.5K +73 +1%
NWMG
1579
National Wealth Management Group
Ohio
$2.25M +$4.06K +9 +0.2%
CA
1580
Cornerstone Advisors
North Carolina
$2.23M -$25.4M -57,000 -92%
AI
1581
Axiom Investors
Connecticut
$2.23M -$89.1K -200 -4%
OC
1582
Oakworth Capital
Alabama
$2.23M -$432K -970 -16%
APW
1583
Austin Private Wealth
Texas
$2.21M +$179K +402 +9%
BFO
1584
Biltmore Family Office
North Carolina
$2.21M – – –
VC
1585
Veracity Capital
Georgia
$2.21M -$164K -368 -7%
NFP
1586
NorthLanding Financial Partners
New York
$2.2M -$2.09M -4,684 -49%
FGA
1587
Fortis Group Advisors
New Jersey
$2.19M -$20.9K -47 -0.9%
COI
1588
Connable Office Inc
Michigan
$2.19M -$56.6K -127 -3%
AC
1589
AWM Capital
Arizona
$2.18M +$11.6K +26 +0.5%
SWP
1590
Summit Wealth Partners
Florida
$2.18M -$24.5K -55 -1%
GSIS
1591
Global Strategic Investment Solutions
Arizona
$2.17M – – –
TCM
1592
Traynor Capital Management
Pennsylvania
$2.17M +$24.1K +54 +1%
EST
1593
EA Series Trust
Pennsylvania
$2.16M +$2.16M +4,848 New
EF
1594
Empowered Funds
Pennsylvania
$2.16M +$2.16M +4,848 New
IB
1595
Intrust Bank
Kansas
$2.15M -$38.8K -87 -2%
EWA
1596
Encompass Wealth Advisors
Oregon
$2.15M -$82.9K -186 -4%
CFO
1597
Colony Family Offices
North Carolina
$2.15M -$2.26M -5,081 -51%
TAM
1598
Titleist Asset Management
Texas
$2.15M -$26.3K -59 -1%
AF
1599
Alerus Financial
North Dakota
$2.14M +$22.7K +51 +1%
CB
1600
Centennial Bank
Arkansas
$2.14M +$40.1K +90 +2%
62 63
64
65 66