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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 %
AIA
1751
Arbor Investment Advisors
North Carolina
$1.27M +$170K +414 +15%
GA
1752
Greenspring Advisors
Maryland
$1.27M -$42.3K -103 -3%
BOM
1753
Bank of Marin
California
$1.26M -$536K -1,304 -30%
CCM
1754
Crew Capital Management
Ohio
$1.26M -$92.9K -226 -7%
FANJ
1755
Financial Architects (New Jersey)
New Jersey
$1.26M +$172K +418 +16%
EWA
1756
Etesian Wealth Advisors
Oregon
$1.26M -$6.17K -15 -0.5%
FAM
1757
Family Asset Management
South Carolina
$1.25M -$46.4K -113 -4%
FIM
1758
Freedom Investment Management
Connecticut
$1.25M +$364K +886 +41%
RIM
1759
RW Investment Management
Idaho
$1.24M -$6.99K -17 -0.6%
KLCM
1760
KG&L Capital Management
Louisiana
$1.24M +$1.64K +4 +0.1%
BWA
1761
Bordeaux Wealth Advisors
California
$1.24M +$48.1K +117 +4%
RIM
1762
Rockbridge Investment Management
New York
$1.24M +$2.06K +5 +0.2%
SFP
1763
Sweet Financial Partners
Minnesota
$1.23M +$4.52K +11 +0.4%
STB
1764
S&T Bank
Pennsylvania
$1.23M -$4.44M -10,809 -78%
TTWM
1765
TCV Trust & Wealth Management
Virginia
$1.23M -$48.1K -117 -4%
AFAS
1766
Acorn Financial Advisory Services
Virginia
$1.23M -$23K -56 -2%
MHIC
1767
Marble Harbor Investment Counsel
Massachusetts
$1.23M -$4.11K -10 -0.3%
WT
1768
Washington Trust
Rhode Island
$1.23M -$17.3K -42 -1%
FMI
1769
F/M Investments
District of Columbia
$1.23M +$285K +703 +30%
BOPW
1770
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$2.88K -7 -0.2%
LPIC
1771
LeJeune Puetz Investment Counsel
Michigan
$1.22M – – –
LCC
1772
Lincoln Capital Corp
Rhode Island
$1.22M +$178K +432 +17%
HFS
1773
HBC Financial Services
Washington
$1.21M -$11.6K -28 -0.9%
DLCIG
1774
D.L. Carlson Investment Group
New Hampshire
$1.21M -$98.3K -239 -8%
SCA
1775
Scott Capital Advisors
Oregon
$1.21M +$5.34K +13 +0.4%
69 70
71
72 73