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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 %
PWM
1601
Paulson Wealth Management
Illinois
$2.13M +$75.8K +170 +4%
AWA
1602
Archvest Wealth Advisors
California
$2.12M +$141K +317 +7%
RMC
1603
Resources Management Corp
Connecticut
$2.12M +$2.11M +4,733 +18,932%
LFP
1604
Leeward Financial Partners
Washington
$2.12M +$249K +558 +13%
SEM
1605
Strategic Equity Management
Arizona
$2.12M +$1.02M +2,289 +93%
AB
1606
Atlas Brown
Kentucky
$2.11M -$242K -542 -10%
FWA
1607
FSM Wealth Advisors
Ohio
$2.11M -$552K -1,240 -21%
GCS
1608
Gordian Capital (Singapore)
Singapore
$2.09M – – –
GIA
1609
GHP Investment Advisors
Colorado
$2.08M -$86.5K -193 -4%
CIA
1610
Compass Ion Advisors
Pennsylvania
$2.08M +$4.46K +10 +0.2%
SAS
1611
Stelac Advisory Services
New York
$2.08M +$2.08M +4,666 New
TWM
1612
Tolleson Wealth Management
Texas
$2.08M – – –
ACA
1613
Ackerman Capital Advisors
Texas
$2.07M – – –
SRC
1614
Sage Rhino Capital
California
$2.07M – – –
MOACM
1615
Mutual of America Capital Management
New York
$2.07M -$7.58K -17 -0.4%
SWA
1616
SOA Wealth Advisors
New York
$2.07M +$68.6K +154 +3%
LC
1617
Lincoln Capital
Nebraska
$2.07M +$61.5K +138 +3%
PWM
1618
PBMares Wealth Management
Virginia
$2.05M – – –
EFMH
1619
E Fund Management (HK)
Hong Kong
$2.05M +$1.22M +2,741 +148%
EFM
1620
E Fund Management
China
$2.05M +$1.22M +2,741 +148%
LWANC
1621
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.05M -$8.91K -20 -0.4%
FEM
1622
Fulcrum Equity Management
Texas
$2.04M +$479K +1,075 +31%
AWM
1623
Angeles Wealth Management
California
$2.02M -$27.6K -62 -1%
BMWM
1624
Brown Miller Wealth Management
Virginia
$2.02M -$111K -248 -5%
GJIA
1625
Glass Jacobson Investment Advisors
Maryland
$2.01M +$2.01M +4,505 New
63 64
65
66 67