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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 %
FWM
1726
Fingerlakes Wealth Management
New York
$1.32M +$4.93K +12 +0.4%
EDRH
1727
Edmond de Rothschild Holding
Switzerland
$1.32M -$1.02M -2,473 -43%
BCM
1728
Brookmont Capital Management
Texas
$1.31M -$3.29K -8 -0.2%
LA
1729
Lane & Associates
New Jersey
$1.31M +$49.3K +120 +4%
API
1730
Advisor Partners II
California
$1.31M +$313K +760 +31%
VLC
1731
Van Leeuwen & Company
New Jersey
$1.31M -$259K -630 -17%
SWMP
1732
Signature Wealth Management Partners
New Jersey
$1.3M -$62.5K -152 -5%
MA
1733
MONECO Advisors
Connecticut
$1.3M -$74.4K -181 -5%
AWP
1734
Abacus Wealth Partners
California
$1.3M +$1.3M +3,135 New
RRA
1735
Round Rock Advisors
Connecticut
$1.3M -$166K -404 -11%
TCM
1736
True Capital Management
California
$1.3M +$9.86K +24 +0.8%
PA
1737
Parkside Advisors
California
$1.3M – – –
DP
1738
DDD Partners
Washington
$1.3M – – –
EGWAG
1739
Elwood & Goetz Wealth Advisory Group
Georgia
$1.3M +$425K +1,034 +49%
MPCL
1740
My Personal CFO LLC
Washington
$1.29M +$872K +2,122 +207%
AC
1741
AlphaCore Capital
California
$1.29M -$49.3K -120 -4%
NP
1742
NorthRock Partners
Minnesota
$1.29M -$308K -750 -19%
EWM
1743
Executive Wealth Management
Michigan
$1.29M -$691K -1,682 -35%
CB
1744
CNB Bank
Pennsylvania
$1.29M +$118K +288 +10%
WCM
1745
Weik Capital Management
Pennsylvania
$1.28M -$22.6K -55 -2%
AIP
1746
Almanack Investment Partners
Pennsylvania
$1.28M -$310K -754 -20%
HA
1747
Herold Advisors
New York
$1.28M +$1.28M +3,108 New
FA
1748
Faithward Advisors
Pennsylvania
$1.27M +$64.6K +156 +5%
KLI
1749
Kelman-Lazarov Inc
Tennessee
$1.27M -$179K -435 -12%
GWM
1750
Greenwich Wealth Management
Connecticut
$1.27M -$30K -73 -2%
68 69
70
71 72