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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 %
VCP
1726
Vista Capital Partners
Oregon
$1.55M -$10.7K -24 -0.7%
CBT
1727
Central Bank & Trust
Kentucky
$1.55M -$124K -278 -7%
CFS
1728
Cannon Financial Strategists
Georgia
$1.54M +$22.3K +50 +1%
MPI
1729
Mairs & Power Inc
Minnesota
$1.53M -$138K -310 -8%
FANJ
1730
Financial Architects (New Jersey)
New Jersey
$1.53M +$166K +372 +12%
GFL
1731
Granite FO LLC
New Hampshire
$1.52M – – –
KFI
1732
Key Financial Inc
Pennsylvania
$1.52M -$61.1K -137 -4%
BA
1733
Ballast Advisors
Minnesota
$1.52M -$84.2K -189 -5%
RPWA
1734
Regent Peak Wealth Advisors
Georgia
$1.52M -$511K -1,146 -25%
PRWA
1735
Platte River Wealth Advisors
Colorado
$1.51M +$1.2M +2,693 +389%
ZIG
1736
Zullo Investment Group
Pennsylvania
$1.51M -$14.3K -32 -0.9%
TCOT
1737
Trust Company of Toledo
Ohio
$1.5M -$55.7K -125 -4%
AIP
1738
ARS Investment Partners
New York
$1.5M – – –
CFD
1739
Creative Financial Designs
Indiana
$1.5M +$66.4K +149 +5%
LFG
1740
Larson Financial Group
Missouri
$1.5M -$150K -336 -9%
PTC
1741
Philadelphia Trust Company
Pennsylvania
$1.5M – – –
TF
1742
Tompkins Financial
New York
$1.5M -$44.6K -100 -3%
IWA
1743
Inspirion Wealth Advisors
Illinois
$1.49M +$407K +912 +37%
CAM
1744
Clark Asset Management
New Hampshire
$1.49M +$387K +868 +35%
AWA
1745
ARQ Wealth Advisors
Arizona
$1.49M -$5.35K -12 -0.4%
KLI
1746
Kelman-Lazarov Inc
Tennessee
$1.48M +$100K +225 +7%
MI
1747
Moneywise Inc
Virginia
$1.47M -$195K -437 -12%
KCM
1748
Kornitzer Capital Management
Kansas
$1.47M – – –
First Manhattan
1749
First Manhattan
New York
$1.47M -$208K -467 -12%
DJSG
1750
D.J. St. Germain
Massachusetts
$1.47M +$1.47M +3,297 New
68 69
70
71 72