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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 %
PTC
1701
Philadelphia Trust Company
Pennsylvania
$1.39M – – –
MGI
1702
MayTech Global Investments
New York
$1.38M -$79.3K -193 -5%
KF
1703
Krilogy Financial
Missouri
$1.38M -$47.7K -116 -3%
SAM
1704
Summit Asset Management
Tennessee
$1.38M +$86.7K +211 +7%
AWA
1705
ARQ Wealth Advisors
Arizona
$1.38M -$11.1K -27 -0.8%
MFG
1706
MidWestOne Financial Group
Iowa
$1.38M +$435K +1,058 +46%
MCM
1707
McRae Capital Management
New Jersey
$1.37M -$1.64K -4 -0.1%
SPL
1708
Smart Portfolios LLC
Washington
$1.37M -$9.46K -23 -0.7%
ODIJL
1709
One Day In July LLC
Vermont
$1.37M +$2.47K +6 +0.2%
EP
1710
Eudaimonia Partners
Tennessee
$1.37M -$19.3K -47 -1%
ZB
1711
Zions Bancorporation
Utah
$1.36M -$7.67M -18,666 -85%
CA
1712
Corrado Advisors
New Jersey
$1.36M -$36.2K -88 -3%
KCM
1713
Kornitzer Capital Management
Kansas
$1.36M – – –
FSC
1714
Full Sail Capital
Oklahoma
$1.36M +$13.6K +33 +1%
DWP
1715
Daymark Wealth Partners
Ohio
$1.35M +$543K +1,321 +67%
RC
1716
Randolph Company
Ohio
$1.35M -$39.9K -97 -3%
BWM
1717
Birchcreek Wealth Management
Ohio
$1.35M +$351K +853 +35%
PL
1718
Plancorp LLC
Missouri
$1.35M -$349K -848 -21%
TFA
1719
Teamwork Financial Advisors
Texas
$1.35M -$63.7K -155 -5%
Luther King Capital Management (LKCM)
1720
Luther King Capital Management (LKCM)
Texas
$1.35M -$1.6M – –
MFG
1721
Mendota Financial Group
Wisconsin
$1.34M +$531K +1,170 +66%
PGWM
1722
Pitti Group Wealth Management
New York
$1.34M +$4.93K +12 +0.4%
SPA
1723
Sentinel Pension Advisors
Massachusetts
$1.33M +$1.08M +2,636 +424%
EFL
1724
ERn Financial LLC
Wisconsin
$1.33M -$974K -2,369 -42%
CFD
1725
Creative Financial Designs
Indiana
$1.33M -$46.5K -113 -3%
67 68
69
70 71