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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 %
PL
1876
Parthenon LLC
Kentucky
$1.14M – – –
VF
1877
Vista Finance
Missouri
$1.14M – – –
ACA
1878
Atlas Capital Advisors
Wyoming
$1.14M +$1.08M +2,418 +1,778%
MA
1879
MONECO Advisors
Connecticut
$1.14M -$275K -616 -19%
OWA
1880
Octavia Wealth Advisors
Ohio
$1.13M +$782K +1,755 +225%
FVCM
1881
F&V Capital Management
Florida
$1.12M – – –
AAP
1882
Arax Advisory Partners
Colorado
$1.12M +$102K +229 +10%
W
1883
WealthOne
New York
$1.12M +$283K +634 +34%
PA
1884
Prossimo Advisors
California
$1.12M +$1.12M +2,516 New
GA
1885
Greenspring Advisors
Maryland
$1.12M -$254K -570 -18%
Parallax Volatility Advisers
1886
Parallax Volatility Advisers
California
$1.12M -$2.24M -5,023 -67%
NOI
1887
Newton One Investments
Delaware
$1.12M +$3.57K +8 +0.3%
WAOTB
1888
Wealth Advisors of Tampa Bay
Florida
$1.12M – – –
PIP
1889
Peachtree Investment Partners
Florida
$1.11M +$1.11M +2,500 New
TFGT
1890
TS Financial Group (TSFG)
Illinois
$1.11M +$446 +1 +0%
SPWM
1891
Schrum Private Wealth Management
Florida
$1.1M +$27.6K +62 +3%
FCM
1892
Firestone Capital Management
Florida
$1.1M -$57.1K -126 -5%
GA
1893
Goldstein Advisors
Wisconsin
$1.1M -$59.3K -133 -5%
SCP
1894
Sandhill Capital Partners
New York
$1.1M +$37.9K +85 +4%
LFA
1895
LGT Financial Advisors
Texas
$1.09M +$1.09M +2,456 New
BMC
1896
Benin Management Corp
Connecticut
$1.09M +$25.4K +57 +2%
ACS
1897
Archford Capital Strategies
Illinois
$1.09M -$3.65K -8 -0.3%
BFC
1898
Blue Fin Capital
Rhode Island
$1.09M – – –
AIM
1899
Athena Investment Management
California
$1.08M – – –
FFM
1900
Fullerton Fund Management
Singapore
$1.08M +$1.08M +2,424 New
74 75
76
77 78