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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 %
EFL
1776
ERn Financial LLC
Wisconsin
$1.39M -$49K -110 -3%
FWM
1777
Fingerlakes Wealth Management
New York
$1.39M -$48.6K -109 -3%
CNB
1778
Camden National Bank
Maine
$1.39M +$149K +335 +12%
WCM
1779
Weik Capital Management
Pennsylvania
$1.39M – – –
HA
1780
Herold Advisors
New York
$1.39M – – –
SWMP
1781
Signature Wealth Management Partners
New Jersey
$1.38M -$29.4K -66 -2%
PP
1782
Patron Partners
Texas
$1.38M +$115K +258 +9%
CCA
1783
Checchi Capital Advisers
California
$1.38M -$410K -921 -23%
SVWAG
1784
Sound View Wealth Advisors Group
Georgia
$1.37M -$279K -627 -17%
VLC
1785
Van Leeuwen & Company
New Jersey
$1.37M -$44.6K -100 -3%
DIA
1786
Dana Investment Advisors
Wisconsin
$1.37M +$753K +1,690 +121%
EP
1787
Eudaimonia Partners
Tennessee
$1.37M -$108K -242 -7%
RBC
1788
Roble Belko & Company
Pennsylvania
$1.37M -$138K -310 -9%
BOM
1789
Bank of Marin
California
$1.37M – – –
GD
1790
Grandfield & Dodd
New York
$1.37M +$66.9K +150 +5%
KAM
1791
KEB Asset Management
Illinois
$1.36M +$331K +742 +32%
TTWM
1792
TCV Trust & Wealth Management
Virginia
$1.36M +$24.5K +55 +2%
KM
1793
Kalos Management
Georgia
$1.35M +$66.4K +149 +5%
APWA
1794
Atlas Private Wealth Advisors
New Jersey
$1.35M +$643K +1,442 +91%
MCM
1795
McRae Capital Management
New Jersey
$1.35M -$132K -297 -9%
EWA
1796
Etesian Wealth Advisors
Oregon
$1.35M -$14.3K -32 -1%
CDH
1797
Charles D. Hyman
$1.35M +$89.6K +201 +7%
BWA
1798
Bordeaux Wealth Advisors
California
$1.34M – – –
PP
1799
Pacifica Partners
Canada
$1.34M -$448K -1,006 -25%
FAM
1800
Family Asset Management
South Carolina
$1.34M -$7.58K -17 -0.6%
70 71
72
73 74