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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 %
PP
1851
Prosperity Planning
Missouri
$1.2M +$12.9K +29 +1%
HA
1852
HFG Advisors
Ohio
$1.2M +$11.6K +26 +1%
ZB
1853
Zions Bancorporation
Utah
$1.19M -$285K -639 -19%
HIP
1854
Harrell Investment Partners
Texas
$1.19M +$255K +573 +27%
3LCM
1855
3D/L Capital Management
Connecticut
$1.19M -$816K -1,830 -41%
GC
1856
Gratus Capital
Georgia
$1.19M -$11.1K -25 -0.9%
JMFC
1857
J.M. Forbes & Co
Massachusetts
$1.18M +$1.18M +2,650 New
SWM
1858
Sugarloaf Wealth Management
Georgia
$1.18M +$45.5K +102 +4%
FAM
1859
Forte Asset Management
New York
$1.18M -$23.6K -53 -2%
1WA
1860
180 Wealth Advisors
Washington
$1.18M -$893 -2 -0.1%
BO
1861
Bank OZK
Arkansas
$1.17M +$28.1K +63 +2%
BTW
1862
Boston Trust Walden
Massachusetts
$1.17M – – –
AO
1863
Advisor OS
Illinois
$1.17M +$635K +1,425 +118%
EHC
1864
Everett Harris & Co
California
$1.17M – – –
BMA
1865
Brooks Moore & Associates
Tennessee
$1.17M – – –
MMG
1866
Monetary Management Group
Missouri
$1.17M -$22.3K -50 -2%
GHA
1867
GW Henssler & Associates
Georgia
$1.17M -$77.6K -174 -6%
BFA
1868
Brown Financial Advisory
Alabama
$1.16M -$54.4K -122 -4%
CS
1869
Capital Square
Tennessee
$1.16M -$892 -2 -0.1%
SWM
1870
Soundmark Wealth Management
Washington
$1.16M – – –
SIMG
1871
Sonora Investment Management Group
Arizona
$1.15M -$48.1K -108 -4%
CWM
1872
Collaborative Wealth Management
Florida
$1.15M +$51.3K +115 +5%
EM
1873
Excalibur Management
Massachusetts
$1.15M -$22.3K -50 -2%
BWA
1874
Blodgett Wealth Advisors
California
$1.15M – – –
GIA
1875
Gateway Investment Advisers
Ohio
$1.14M -$459K -1,030 -29%
73 74
75
76 77