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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 %
BA
1676
Ballast Advisors
Minnesota
$1.48M -$2.47K -6 -0.2%
WAM
1677
Weatherly Asset Management
California
$1.48M +$46.9K +114 +3%
FNC
1678
First National Corp
Massachusetts
$1.48M +$28.4K +69 +2%
C1AG
1679
Client 1st Advisory Group
Florida
$1.47M +$72.3K +176 +5%
KFI
1680
Key Financial Inc
Pennsylvania
$1.46M -$88K -214 -6%
FWM
1681
Forza Wealth Management
Florida
$1.45M – – –
RB
1682
Renasant Bank
Mississippi
$1.45M +$160K +389 +12%
ACP
1683
Aviance Capital Partners
Florida
$1.45M +$92.1K +224 +7%
FTC
1684
Farmers Trust Company
Ohio
$1.44M -$9.04K -22 -0.6%
MA
1685
MKT Advisors
California
$1.44M +$819 +2 +0.1%
MSWM
1686
McGlone Suttner Wealth Management
Wisconsin
$1.44M -$85.5K -208 -6%
VCP
1687
Vista Capital Partners
Oregon
$1.44M -$12.7K -31 -0.9%
ACA
1688
Aspire Capital Advisors
Washington
$1.44M +$822 +2 +0.1%
TCOT
1689
Trust Company of Toledo
Ohio
$1.44M -$96.6K -235 -6%
FEM
1690
Fulcrum Equity Management
Texas
$1.44M +$1.44M +3,498 New
GFL
1691
Granite FO LLC
New Hampshire
$1.43M – – –
TF
1692
Tompkins Financial
New York
$1.42M +$37.4K +91 +3%
Susquehanna International Group
1693
Susquehanna International Group
Pennsylvania
$1.41M -$19M -46,160 -93%
ZIG
1694
Zullo Investment Group
Pennsylvania
$1.4M -$51K -124 -4%
FCM
1695
Fortis Capital Management
Washington
$1.4M +$916K +2,228 +189%
BWA
1696
Beam Wealth Advisors
Louisiana
$1.4M -$2.06K -5 -0.1%
CFS
1697
Cannon Financial Strategists
Georgia
$1.4M +$1.23K +3 +0.1%
RBC
1698
Roble Belko & Company
Pennsylvania
$1.39M -$55.1K -134 -4%
NWM
1699
Northwest Wealth Management
Iowa
$1.39M +$5.34K +13 +0.4%
AIP
1700
ARS Investment Partners
New York
$1.39M -$20.6K -50 -1%
66 67
68
69 70