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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 %
PWA
1701
PCG Wealth Advisors
Kansas
$1.63M -$149K -335 -8%
HBCM
1702
Heron Bay Capital Management
Michigan
$1.62M +$1.62M +3,636 New
SSWM
1703
Smith Salley Wealth Management
North Carolina
$1.62M +$816K +1,831 +102%
MA
1704
MKT Advisors
California
$1.62M -$1.84K -4 -0.1%
SMA
1705
Sage Mountain Advisors
Georgia
$1.61M +$515K +1,155 +47%
RA
1706
Rodgers & Associates
Pennsylvania
$1.61M +$441K +990 +38%
FNC
1707
First National Corp
Massachusetts
$1.6M +$4.01K +9 +0.3%
WAM
1708
Weatherly Asset Management
California
$1.6M – – –
PL
1709
Plancorp LLC
Missouri
$1.59M +$131K +295 +9%
JWM
1710
JGP Wealth Management
Oregon
$1.59M -$21.4K -48 -1%
TI
1711
Trexquant Investment
Connecticut
$1.59M +$1.59M +3,564 New
LWCFA
1712
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M -$82K -184 -5%
SA
1713
Shilanski & Associates
Alaska
$1.58M -$50.4K -113 -3%
AIP
1714
Almanack Investment Partners
Pennsylvania
$1.58M +$195K +438 +14%
LOPW
1715
Live Oak Private Wealth
North Carolina
$1.58M -$167K -374 -10%
ACP
1716
Aviance Capital Partners
Florida
$1.57M +$4.01K +9 +0.3%
EGWAG
1717
Elwood & Goetz Wealth Advisory Group
Georgia
$1.57M +$167K +374 +12%
C1AG
1718
Client 1st Advisory Group
Florida
$1.57M -$22.3K -50 -1%
W
1719
Wealthquest
Ohio
$1.57M -$41K -92 -3%
FTC
1720
Farmers Trust Company
Ohio
$1.57M – – –
FWM
1721
Forza Wealth Management
Florida
$1.56M -$4.46K -10 -0.3%
GLR
1722
Great Lakes Retirement
Ohio
$1.56M -$128K -288 -8%
IWA
1723
Intercontinental Wealth Advisors
Texas
$1.56M -$80.7K -181 -5%
MSWM
1724
McGlone Suttner Wealth Management
Wisconsin
$1.56M -$8.03K -18 -0.5%
ACA
1725
Aspire Capital Advisors
Washington
$1.55M -$10.3K -23 -0.7%
67 68
69
70 71