IVV icon

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 %
CWM
1901
ClientFirst Wealth Management
Arkansas
$1.08M – – –
RW
1902
REDW Wealth
New Mexico
$1.07M +$210K +471 +24%
AA
1903
Advisory Alpha
Michigan
$1.07M +$450K +1,009 +72%
OIS
1904
Okabena Investment Services
Minnesota
$1.07M – – –
AFG
1905
ABLE Financial Group
Arizona
$1.07M -$561K -1,259 -34%
HPCM
1906
Hunter Perkins Capital Management
Illinois
$1.07M – – –
BI
1907
Ballast Inc
Kentucky
$1.07M +$49K +110 +5%
ACA
1908
Aptus Capital Advisors
Alabama
$1.07M -$115K -257 -10%
KTC
1909
Kistler-Tiffany Companies
Pennsylvania
$1.07M +$34.3K +77 +3%
MA
1910
MJP Associates
Connecticut
$1.07M +$4.01K +9 +0.4%
FPWM
1911
FSB Premier Wealth Management
Iowa
$1.07M +$15.2K +34 +1%
KWA
1912
Kingswood Wealth Advisors
California
$1.07M +$1.07M +2,391 New
HH
1913
Hilltop Holdings
Texas
$1.06M -$31.6K -71 -3%
EFG
1914
Everhart Financial Group
Ohio
$1.06M -$56.6K -127 -5%
RMCM
1915
Reynders McVeigh Capital Management
Massachusetts
$1.06M +$146K +328 +16%
CWA
1916
Clarity Wealth Advisors
California
$1.06M -$6.24K -14 -0.6%
FMTC
1917
Farmers & Merchants Trust Company
California
$1.06M -$121K -271 -10%
SFA
1918
Seneca Financial Advisors
New York
$1.06M +$892 +2 +0.1%
SI
1919
Saxon Interests
Texas
$1.05M +$23.6K +53 +2%
FA
1920
Financial Advisors
Massachusetts
$1.05M – – –
EA
1921
Eudaimonia Advisors
Tennessee
$1.05M +$36.1K +81 +4%
RFG
1922
Range Financial Group
Oregon
$1.04M -$2.22M -4,977 -68%
PSC
1923
Prentiss Smith & Co
Vermont
$1.04M – – –
AM
1924
Atwater Malick
Pennsylvania
$1.04M -$118K -265 -10%
PCM
1925
Palisade Capital Management
New Jersey
$1.04M +$91.8K +206 +10%
75 76
77
78 79