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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 %
ASFA
1826
All Season Financial Advisors
Colorado
$1.08M +$104K +253 +11%
JWWM
1827
Johnson & White Wealth Management
Pennsylvania
$1.08M -$21.9M -53,179 -95%
BTW
1828
Boston Trust Walden
Massachusetts
$1.08M – – –
EHC
1829
Everett Harris & Co
California
$1.08M – – –
BMA
1830
Brooks Moore & Associates
Tennessee
$1.08M +$452K +1,100 +72%
RA
1831
Rodgers & Associates
Pennsylvania
$1.08M +$39.1K +95 +4%
LFG
1832
Lazard Frères Gestion
France
$1.08M +$1.08M +3,138 New
NEWAS
1833
N.E.W. Advisory Services
Wisconsin
$1.07M – – –
AM
1834
Atwater Malick
Pennsylvania
$1.07M +$147K +357 +16%
GA
1835
Goldstein Advisors
Wisconsin
$1.07M -$174K -423 -14%
CS
1836
Capital Square
Tennessee
$1.07M +$411 +1 +0%
ECM
1837
Elgethun Capital Management
South Dakota
$1.07M +$27.7K +68 +3%
CGL
1838
Clarius Group LLC
Washington
$1.07M -$27.1K -66 -2%
SWM
1839
Soundmark Wealth Management
Washington
$1.07M – – –
GSIAS
1840
Garden State Investment Advisory Services
New Jersey
$1.06M -$3.7K -9 -0.3%
BWA
1841
Blodgett Wealth Advisors
California
$1.06M +$411 +1 +0%
BO
1842
Bank OZK
Arkansas
$1.06M +$48.1K +117 +5%
TVAMP
1843
Tennessee Valley Asset Management Partners
Tennessee
$1.05M -$5.35K -13 -0.5%
PL
1844
Parthenon LLC
Kentucky
$1.05M -$61.7K -150 -6%
VF
1845
Vista Finance
Missouri
$1.05M – – –
FCM
1846
Firestone Capital Management
Florida
$1.05M -$21K -51 -2%
BC
1847
Burney Company
Virginia
$1.05M +$96.2K +234 +10%
HWP
1848
Heritage Wealth Partners
Ohio
$1.05M -$7.26M -17,653 -87%
SWM
1849
Sugarloaf Wealth Management
Georgia
$1.05M +$2.88K +7 +0.3%
AFO
1850
Allie Family Office
Florida
$1.04M +$518K +1,223 +98%
72 73
74
75 76