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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 %
KSWA
1626
Kathleen S. Wright Associates
Pennsylvania
$2.01M -$23.2K -52 -1%
IPW
1627
Intergy Private Wealth
Colorado
$2M +$134K +300 +7%
AP
1628
Arlington Partners
Alabama
$2M +$881K +1,976 +79%
OCG
1629
Opus Capital Group
Ohio
$1.99M -$115K -258 -5%
OWP
1630
Obermeyer Wealth Partners
Colorado
$1.99M -$172K -385 -8%
NAM
1631
NorthCrest Asset Manangement
Minnesota
$1.98M +$76.2K +171 +4%
MIIM
1632
Mesirow Institutional Investment Management
Illinois
$1.98M – – –
FM
1633
Family Management
New York
$1.97M -$66K -148 -3%
KBFS
1634
Kohmann Bosshard Financial Services
Ohio
$1.96M +$138K +310 +8%
CGPCS
1635
Capital Group Private Client Services
California
$1.96M +$168K +377 +9%
WAM
1636
WNY Asset Management
New York
$1.96M -$107K -239 -5%
PWA
1637
Pillar Wealth Advisors
Pennsylvania
$1.93M +$1.5M +3,358 +346%
TCWM
1638
Total Clarity Wealth Management
Illinois
$1.93M +$19.6K +44 +1%
SA
1639
SRH Advisors
Kansas
$1.92M – – –
MWM
1640
MinichMacGregor Wealth Management
New York
$1.92M +$1.92M +4,304 New
CSC
1641
Caldwell Sutter Capital
California
$1.91M +$1.87M +4,196 +4,196%
KAM
1642
Knightsbridge Asset Management
California
$1.91M -$1.94M -4,353 -50%
SMWM
1643
Silvia McColl Wealth Management
California
$1.91M – – –
FCA
1644
Fortis Capital Advisors
Kansas
$1.9M -$404K -906 -17%
RBFC
1645
Roman Butler Fullerton & Co
Missouri
$1.9M +$3.2K +7 +0.2%
PTP
1646
Platform Technology Partners
New York
$1.89M -$216K -486 -10%
BMO
1647
Beck Mack & Oliver
New York
$1.88M – – –
GFA
1648
Gallagher Fiduciary Advisors
Illinois
$1.84M -$126K -282 -6%
PFM
1649
Peak Financial Management
Massachusetts
$1.84M +$570K +1,278 +45%
IAA
1650
Ironsides Asset Advisors
North Carolina
$1.83M – – –
64 65
66
67 68