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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 %
SC
1751
Stephens Consulting
Michigan
$1.47M -$531K -1,192 -27%
RB
1752
Renasant Bank
Mississippi
$1.47M -$103K -230 -7%
SPA
1753
Sentinel Pension Advisors
Massachusetts
$1.46M +$3.12K +7 +0.2%
EDRH
1754
Edmond de Rothschild Holding
Switzerland
$1.46M +$22.3K +50 +2%
PGWM
1755
Pitti Group Wealth Management
New York
$1.45M -$1.34K -3 -0.1%
DACG
1756
Donor Advised Charitable Giving
California
$1.44M +$249K +558 +21%
GSIAS
1757
Garden State Investment Advisory Services
New Jersey
$1.43M +$283K +635 +25%
BC
1758
Burney Company
Virginia
$1.43M +$292K +656 +26%
VAG
1759
VisionPoint Advisory Group
Texas
$1.42M +$591K +1,325 +71%
NWM
1760
Northwest Wealth Management
Iowa
$1.42M -$83.8K -188 -6%
MFA
1761
McClarren Financial Advisors
Pennsylvania
$1.42M -$317K -712 -18%
CB
1762
CNB Bank
Pennsylvania
$1.41M +$19.2K +43 +1%
JCM
1763
J2 Capital Management
Michigan
$1.41M -$303K -681 -18%
LA
1764
Lane & Associates
New Jersey
$1.41M -$9.36K -21 -0.7%
EWM
1765
Executive Wealth Management
Michigan
$1.41M +$15.2K +34 +1%
FSC
1766
Full Sail Capital
Oklahoma
$1.41M -$57.9K -130 -4%
ICM
1767
Islay Capital Management
Texas
$1.41M +$473K +1,062 +50%
BCM
1768
Brookmont Capital Management
Texas
$1.41M -$15.2K -34 -1%
DP
1769
DDD Partners
Washington
$1.41M – – –
RRA
1770
Round Rock Advisors
Connecticut
$1.4M -$6.24K -14 -0.4%
PA
1771
Parkside Advisors
California
$1.39M -$10.3K -23 -0.7%
AC
1772
AlphaCore Capital
California
$1.39M -$7.13K -16 -0.5%
MPCL
1773
My Personal CFO LLC
Washington
$1.39M -$11.6K -26 -0.8%
RC
1774
Randolph Company
Ohio
$1.39M -$74.9K -168 -5%
TCBWMS
1775
Texas Capital Bank Wealth Management Services
Texas
$1.39M -$861K -1,931 -38%
69 70
71
72 73