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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 %
SFP
1801
Sweet Financial Partners
Minnesota
$1.34M +$4.01K +9 +0.3%
TFA
1802
Teamwork Financial Advisors
Texas
$1.34M -$118K -265 -8%
HFS
1803
HBC Financial Services
Washington
$1.34M +$7.3K +16 +0.5%
AFO
1804
Arrowroot Family Office
California
$1.34M -$1.75M -3,925 -57%
RIM
1805
RW Investment Management
Idaho
$1.34M -$11.1K -25 -0.8%
RIM
1806
Rockbridge Investment Management
New York
$1.33M -$9.8K -22 -0.7%
BOPW
1807
Brandywine Oak Private Wealth
Pennsylvania
$1.33M +$3.12K +7 +0.2%
MHIC
1808
Marble Harbor Investment Counsel
Massachusetts
$1.33M – – –
WT
1809
Washington Trust
Rhode Island
$1.33M – – –
BFWA
1810
Benchmark Financial Wealth Advisors
Florida
$1.32M +$146K +327 +12%
EP
1811
Edgestream Partners
New Jersey
$1.32M -$13.8M -31,042 -91%
CCA
1812
Cadent Capital Advisors
Oklahoma
$1.32M +$216K +484 +20%
LSIA
1813
LaSalle St. Investment Advisors
Illinois
$1.32M +$281K +630 +27%
FMC
1814
First Merchants Corp
Indiana
$1.31M -$566K -1,269 -30%
SCA
1815
Scott Capital Advisors
Oregon
$1.31M +$3.57K +8 +0.3%
DLCIG
1816
D.L. Carlson Investment Group
New Hampshire
$1.31M – – –
AIA
1817
Arbor Investment Advisors
North Carolina
$1.31M -$67.8K -152 -5%
AFAS
1818
Acorn Financial Advisory Services
Virginia
$1.31M -$21.8K -49 -2%
EIM
1819
Ervin Investment Management
Washington
$1.31M -$4.46K -10 -0.3%
CCA
1820
Cora Capital Advisors
New Jersey
$1.3M +$60.6K +136 +5%
MRWM
1821
ML&R Wealth Management
Texas
$1.29M +$13.8K +31 +1%
BFP
1822
Briaud Financial Planning
Texas
$1.29M – – –
STB
1823
S&T Bank
Pennsylvania
$1.29M -$46.4K -104 -3%
SPL
1824
Smart Portfolios LLC
Washington
$1.29M -$193K -434 -13%
MIA
1825
MMBG Investment Advisors
Florida
$1.28M – – –
71 72
73
74 75