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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 %
Wealthfront Advisers
1826
Wealthfront Advisers
California
$1.28M +$567K +1,273 +80%
MCM
1827
Mengis Capital Management
Oregon
$1.26M +$1.78K +4 +0.1%
MGI
1828
MayTech Global Investments
New York
$1.26M -$241K -541 -16%
CGL
1829
Clarius Group LLC
Washington
$1.26M +$103K +231 +9%
CCM
1830
Crew Capital Management
Ohio
$1.26M -$108K -242 -8%
1SB
1831
1ST Source Bank
Indiana
$1.26M -$10.7K -24 -0.8%
Nuveen Asset Management
1832
Nuveen Asset Management
Illinois
$1.25M – – –
ISB
1833
Iowa State Bank
Iowa
$1.23M +$143K +320 +13%
LCC
1834
Lincoln Capital Corp
Rhode Island
$1.23M -$94.9K -213 -7%
EGA
1835
E&G Advisors
Texas
$1.23M -$17.8K -40 -1%
PMG
1836
ProVise Management Group
Florida
$1.22M -$60.6K -136 -5%
FA
1837
Faithward Advisors
Pennsylvania
$1.22M -$160K -356 -12%
TL
1838
Tradewinds LLC
North Carolina
$1.22M -$56.2K -126 -4%
FF
1839
Francis Financial
$1.21M +$686K +1,539 +130%
BBA
1840
Braun-Bostich & Associates
Pennsylvania
$1.21M +$15.2K +34 +1%
GAM
1841
Griffin Asset Management
New York
$1.21M -$22.3K -50 -2%
KLCM
1842
KG&L Capital Management
Louisiana
$1.21M -$133K -298 -10%
PCI
1843
Planning Center Inc
Illinois
$1.21M -$5.35K -12 -0.4%
PCMC
1844
Private Capital Management (Colorado)
Colorado
$1.21M +$17.4K +39 +1%
SIA
1845
Schechter Investment Advisors
Michigan
$1.2M – – –
LAM
1846
Lakewood Asset Management
Illinois
$1.2M – – –
ACP
1847
Arcus Capital Partners
Georgia
$1.2M +$3.57K +8 +0.3%
FDCC
1848
Foster Dykema Cabot & Co
Massachusetts
$1.2M – – –
RFWA
1849
RPg Family Wealth Advisory
Massachusetts
$1.2M -$32.5K -73 -3%
FMI
1850
F/M Investments
District of Columbia
$1.2M -$102K -237 -8%
72 73
74
75 76