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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 %
NAM
1676
NTV Asset Management
West Virginia
$1.73M -$32.5K -73 -2%
SCM
1677
Sebold Capital Management
Illinois
$1.72M -$74K -166 -4%
APW
1678
Atlantic Private Wealth
North Carolina
$1.72M -$140K -313 -7%
SPIO
1679
Seven Post Investment Office
California
$1.72M +$1.72M +3,860 New
AWM
1680
Accel Wealth Management
Iowa
$1.71M +$1.59M +3,557 +1,222%
HL
1681
HeadInvest LLC
Maine
$1.71M -$3.14K -7 -0.2%
WHCI
1682
W.H. Cornerstone Investments
Massachusetts
$1.71M +$1.34K +3 +0.1%
BPFA
1683
Barnes Pettey Financial Advisors
Mississippi
$1.71M +$1.3M +2,926 +324%
SB
1684
Sunflower Bank
Texas
$1.71M – – –
CWM
1685
Castle Wealth Management
Florida
$1.7M -$455K -1,021 -21%
FAM
1686
Formidable Asset Management
Ohio
$1.7M +$80.2K +180 +5%
LNWWM
1687
Laird Norton Wetherby Wealth Management
California
$1.69M -$13.8K -31 -0.8%
B
1688
Bridgeworth
Alabama
$1.69M -$12K -27 -0.7%
TA
1689
TrueWealth Advisors
Alabama
$1.68M +$9.81K +22 +0.6%
KIG
1690
Kowal Investment Group
Wisconsin
$1.68M -$533K -1,195 -24%
DP
1691
Denver PWM
Colorado
$1.67M +$22.3K +50 +1%
TC
1692
Truvestments Capital
Florida
$1.67M -$41.9K -94 -2%
CPSC
1693
Carl P. Sherr & Co
Massachusetts
$1.66M -$200K -449 -11%
WCWM
1694
Willow Creek Wealth Management
California
$1.66M -$19.2K -43 -1%
P
1695
Pitcairn
Pennsylvania
$1.66M – – –
HWA
1696
HHM Wealth Advisors
Tennessee
$1.65M +$569K +1,276 +52%
BIG
1697
Builder Investment Group
Georgia
$1.65M – – –
NFP
1698
Narus Financial Partners
Utah
$1.64M +$7.58K +17 +0.5%
IFWM
1699
Institute for Wealth Management
Colorado
$1.64M +$1.78K +4 +0.1%
PMA
1700
Prudent Man Advisors
Illinois
$1.64M – – –
66 67
68
69 70