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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 %
NAM
1601
NorthCrest Asset Manangement
Minnesota
$1.75M +$783K +1,904 +81%
FMC
1602
First Merchants Corp
Indiana
$1.73M -$107K -260 -6%
BMO
1603
Beck Mack & Oliver
New York
$1.73M – – –
IPW
1604
Intergy Private Wealth
Colorado
$1.73M +$707K +1,721 +69%
LFP
1605
Leeward Financial Partners
Washington
$1.72M +$25.5K +62 +1%
HKIMG
1606
Hutchens & Kramer Investment Management Group
Indiana
$1.72M +$636K +1,547 +58%
HWM
1607
Hemington Wealth Management
Virginia
$1.72M -$9.45K -23 -0.5%
CPSC
1608
Carl P. Sherr & Co
Massachusetts
$1.72M -$23.8K -58 -1%
APW
1609
Atlantic Private Wealth
North Carolina
$1.72M -$491K -1,195 -22%
MCC
1610
Money Concepts Capital
Florida
$1.71M +$1.32M +74,753 +335%
WSWA
1611
Warren Street Wealth Advisors
California
$1.7M -$8.22K -20 -0.5%
NW
1612
NewEdge Wealth
Pennsylvania
$1.7M -$2.11M -5,123 -55%
HT
1613
HighTower Trust
Texas
$1.69M – – –
RBFC
1614
Roman Butler Fullerton & Co
Missouri
$1.69M +$1.22K +3 +0.1%
PFBT
1615
Parkside Financial Bank & Trust
Missouri
$1.69M +$767K +1,865 +83%
IAA
1616
Ironsides Asset Advisors
North Carolina
$1.69M – – –
KBFS
1617
Kohmann Bosshard Financial Services
Ohio
$1.68M – – –
WCAMG
1618
Woodard & Company Asset Management Group
North Carolina
$1.68M +$240K +584 +17%
GCM
1619
Gallacher Capital Management
Colorado
$1.68M -$353K -859 -17%
PP
1620
Patten & Patten
Tennessee
$1.67M +$35.8K +87 +2%
LC
1621
LTG Capital
Massachusetts
$1.66M +$4.52K +11 +0.3%
RPGK
1622
Retirement Planning Group (Kansas)
Kansas
$1.66M -$18.9K -46 -1%
SCM
1623
Sebold Capital Management
Illinois
$1.66M -$87.6K -213 -5%
CGPCS
1624
Capital Group Private Client Services
California
$1.65M +$186K +453 +13%
CCA
1625
Checchi Capital Advisers
California
$1.65M +$818K +1,991 +98%
63 64
65
66 67