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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 %
RP
1851
Reinhart Partners
Wisconsin
$1.04M +$17.3K +42 +2%
AWMS
1852
Advocacy Wealth Management Services
Georgia
$1.04M -$61.3K -149 -6%
FVCM
1853
F&V Capital Management
Florida
$1.04M +$78.1K +190 +8%
EFG
1854
Everhart Financial Group
Ohio
$1.03M -$822 -2 -0.1%
WAS
1855
Wealth Advisory Solutions
Indiana
$1.03M -$169K -412 -14%
AP
1856
Arlington Partners
Alabama
$1.03M – – –
Vontobel Holding
1857
Vontobel Holding
Switzerland
$1.03M +$253K +615 +32%
WAOTB
1858
Wealth Advisors of Tampa Bay
Florida
$1.03M -$65.8K -160 -6%
NOI
1859
Newton One Investments
Delaware
$1.03M +$4.11K +10 +0.4%
TFGT
1860
TS Financial Group (TSFG)
Illinois
$1.02M -$7.81K -19 -0.8%
CAM
1861
Clark Asset Management
New Hampshire
$1.02M – – –
CCA
1862
Cadent Capital Advisors
Oklahoma
$1.02M +$4.11K +10 +0.4%
CWM
1863
Collaborative Wealth Management
Florida
$1.02M +$2.47K +6 +0.2%
SMA
1864
Sage Mountain Advisors
Georgia
$1.01M – – –
SEM
1865
Strategic Equity Management
Arizona
$1.01M -$27.1K -66 -3%
HT
1866
Headlands Technologies
Illinois
$1.01M +$1.01M +2,460 New
HH
1867
Hilltop Holdings
Texas
$1.01M -$3.66M -8,902 -78%
AFG
1868
Allegheny Financial Group
Pennsylvania
$1.01M +$215K +522 +27%
AP
1869
Adero Partners
California
$1.01M -$32.9K -80 -3%
ISB
1870
Iowa State Bank
Iowa
$1M +$187K +454 +23%
LRIA
1871
Leonard Rickey Investment Advisors
Washington
$1M -$157K -383 -14%
IWA
1872
Inspirion Wealth Advisors
Illinois
$1M -$1.23K -3 -0.1%
Commonwealth Equity Services
1873
Commonwealth Equity Services
Massachusetts
$1M +$49.7K +120,943 +5%
AIM
1874
Athena Investment Management
California
$1M – – –
HWA
1875
HHM Wealth Advisors
Tennessee
$1M +$257K +626 +35%
73 74
75
76 77