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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 %
MIA
1776
MMBG Investment Advisors
Florida
$1.2M – – –
GD
1777
Grandfield & Dodd
New York
$1.2M – – –
FI
1778
Financial Insights
Washington
$1.2M -$1.42M -3,448 -54%
BFP
1779
Briaud Financial Planning
Texas
$1.19M – – –
EIM
1780
Ervin Investment Management
Washington
$1.19M – – –
KM
1781
Kalos Management
Georgia
$1.19M +$155K +377 +15%
PMG
1782
ProVise Management Group
Florida
$1.18M +$261K +634 +28%
MRWM
1783
ML&R Wealth Management
Texas
$1.18M +$334K +812 +39%
TIAM2
1784
Tru Independence Asset Management 2
Oregon
$1.18M +$1.18M +2,867 New
TL
1785
Tradewinds LLC
North Carolina
$1.17M +$1.17M +2,856 New
1SB
1786
1ST Source Bank
Indiana
$1.17M -$71.5K -174 -6%
PFM
1787
Peak Financial Management
Massachusetts
$1.17M +$1.23K +3 +0.1%
PP
1788
Patron Partners
Texas
$1.17M -$58K -141 -5%
MCM
1789
Mengis Capital Management
Oregon
$1.16M -$16.9K -41 -1%
CDH
1790
Charles D. Hyman
$1.16M -$20.6K -50 -2%
Nuveen Asset Management
1791
Nuveen Asset Management
Illinois
$1.15M – – –
GHA
1792
GW Henssler & Associates
Georgia
$1.15M +$42.8K +104 +4%
CC
1793
Cypress Capital
Tennessee
$1.15M -$1.06M -2,580 -48%
EGA
1794
E&G Advisors
Texas
$1.15M -$14.4K -35 -1%
CNB
1795
Camden National Bank
Maine
$1.14M +$437K +1,063 +62%
CCA
1796
Cora Capital Advisors
New Jersey
$1.14M +$2.47K +6 +0.2%
FAG
1797
Fortitude Advisory Group
Washington
$1.14M +$7.81K +19 +0.7%
GAM
1798
Griffin Asset Management
New York
$1.14M +$77.7K +189 +7%
RFWA
1799
RPg Family Wealth Advisory
Massachusetts
$1.14M +$23.4K +57 +2%
PCI
1800
Planning Center Inc
Illinois
$1.13M -$49.8K -120 -4%
70 71
72
73 74