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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 %
SPWM
1876
Schrum Private Wealth Management
Florida
$993K +$3.29K +8 +0.3%
BFC
1877
Blue Fin Capital
Rhode Island
$991K – – –
OIS
1878
Okabena Investment Services
Minnesota
$990K – – –
TLA
1879
Tanglewood Legacy Advisors
Texas
$988K +$8.63K +21 +0.9%
HPCM
1880
Hunter Perkins Capital Management
Illinois
$988K – – –
AIP
1881
Ahrens Investment Partners
Louisiana
$985K -$55.5K -135 -5%
CWA
1882
Clarity Wealth Advisors
California
$985K +$14.4K +35 +1%
MA
1883
MJP Associates
Connecticut
$982K -$11.5K -28 -1%
BMC
1884
Benin Management Corp
Connecticut
$981K -$2.06K -5 -0.2%
CWM
1885
ClientFirst Wealth Management
Arkansas
$980K – – –
ACS
1886
Archford Capital Strategies
Illinois
$977K -$2.42M -5,917 -71%
SCP
1887
Sandhill Capital Partners
New York
$975K -$489K -1,190 -33%
FA
1888
Financial Advisors
Massachusetts
$972K – – –
SFA
1889
Seneca Financial Advisors
New York
$972K +$1.64K +4 +0.2%
FPWM
1890
FSB Premier Wealth Management
Iowa
$970K -$10.7K -26 -1%
GAM
1891
GEM Asset Management
Michigan
$966K +$159K +387 +20%
Qube Research & Technologies (QRT)
1892
Qube Research & Technologies (QRT)
United Kingdom
$966K +$921K +2,241 +2,056%
PSC
1893
Prentiss Smith & Co
Vermont
$960K +$18.5K +45 +2%
LWM
1894
LJI Wealth Management
Indiana
$960K +$16.4K +40 +2%
LHWM
1895
Lake Hills Wealth Management
Texas
$956K – – –
KTC
1896
Kistler-Tiffany Companies
Pennsylvania
$955K +$411 +1 +0%
LSIA
1897
LaSalle St. Investment Advisors
Illinois
$954K +$7.4K +18 +0.8%
KAM
1898
KEB Asset Management
Illinois
$954K – – –
SWA
1899
Sightline Wealth Advisors
Connecticut
$951K -$547K -1,331 -37%
CCM
1900
Colorado Capital Management
Colorado
$951K -$4.52K -11 -0.5%
74 75
76
77 78