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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 %
WCAMG
1651
Woodard & Company Asset Management Group
North Carolina
$1.82M +$4.01K +9 +0.2%
GWM
1652
Greenwich Wealth Management
Connecticut
$1.82M +$442K +992 +32%
WSWA
1653
Warren Street Wealth Advisors
California
$1.82M -$29K -65 -2%
BCMLT
1654
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81M +$88.2K +198 +5%
VIA
1655
Vident Investment Advisory
Georgia
$1.81M +$33.9K +76 +2%
WLPWM
1656
Walled Lake Planning & Wealth Management
Illinois
$1.81M +$152K +342 +9%
AFO
1657
Allie Family Office
Florida
$1.81M +$684K +1,502 +61%
CT
1658
Columbia Trust
Oregon
$1.81M +$198K +444 +12%
RPGK
1659
Retirement Planning Group (Kansas)
Kansas
$1.81M +$891 +2 +0%
PFBT
1660
Parkside Financial Bank & Trust
Missouri
$1.8M -$25K -56 -1%
PCMF
1661
Private Capital Management (Florida)
Florida
$1.8M +$129K +289 +8%
LC
1662
LTG Capital
Massachusetts
$1.8M -$446 -1 -0%
WFA
1663
Wells Financial Advisors
Massachusetts
$1.8M +$26.7K +60 +2%
PP
1664
Patten & Patten
Tennessee
$1.8M -$12.9K -29 -0.7%
MMHP
1665
Murphy Middleton Hinkle & Parker
Georgia
$1.78M -$129K -289 -7%
GCM
1666
Gallacher Capital Management
Colorado
$1.77M -$42.8K -96 -2%
FPCG
1667
Fort Pitt Capital Group
Pennsylvania
$1.77M -$324K -727 -15%
AFA
1668
American Financial Advisors
Georgia
$1.76M +$18.7K +42 +1%
MIM
1669
Montgomery Investment Management
Maryland
$1.76M +$891 +2 +0.1%
SAM
1670
Summit Asset Management
Tennessee
$1.76M +$262K +588 +18%
PWW
1671
Pettyjohn Wood & White
Virginia
$1.75M – – –
ASFA
1672
All Season Financial Advisors
Colorado
$1.74M +$568K +1,274 +48%
BHBT
1673
Burke & Herbert Bank & Trust
Virginia
$1.74M +$6.24K +14 +0.4%
WRPWM
1674
Werba Rubin Papier Wealth Management
California
$1.74M – – –
FFA
1675
Founders Financial Alliance
North Carolina
$1.73M +$748K +1,677 +76%
65 66
67
68 69