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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 %
LHWM
1926
Lake Hills Wealth Management
Texas
$1.04M – – –
BWM
1927
Birchcreek Wealth Management
Ohio
$1.03M -$429K -963 -29%
LRIA
1928
Leonard Rickey Investment Advisors
Washington
$1.03M -$53.9K -121 -5%
BFG
1929
Berger Financial Group
Minnesota
$1.03M +$166K +372 +19%
MIG
1930
McGuire Investment Group
Rhode Island
$1.03M +$17.8K +40 +2%
CAL
1931
Capital Advisors Ltd
Ohio
$1.03M +$37.4K +84 +4%
SWA
1932
Sightline Wealth Advisors
Connecticut
$1.03M +$74.4K +181 +8%
LC
1933
LCNB Corp
Ohio
$1.02M +$86.5K +194 +9%
APP
1934
Avantax Planning Partners
Iowa
$1.02M +$1.78K +4 +0.2%
RAM
1935
Redmond Asset Management
Virginia
$1.02M +$83.3K +187 +9%
TLA
1936
Tanglewood Legacy Advisors
Texas
$1.02M -$50.8K -114 -5%
JPG
1937
Jordan Park Group
California
$1.02M -$162K -363 -14%
CAMG
1938
CWA Asset Management Group
Florida
$1.02M +$399K +896 +65%
GB
1939
Goepper Burkhardt
South Carolina
$1.01M – – –
ACM
1940
Advance Capital Management
Michigan
$1.01M +$311K +697 +44%
NCM
1941
NCM Capital Management
New Jersey
$1.01M +$228K +512 +29%
PCH
1942
PGIM Custom Harvest
New Jersey
$1.01M +$8.91K +20 +0.9%
CCM
1943
Colorado Capital Management
Colorado
$1.01M -$21.8K -49 -2%
AP
1944
Atwood & Palmer
Missouri
$1.01M +$687K +1,541 +216%
NP
1945
NorthRock Partners
Minnesota
$1M -$398K -894 -28%
SC
1946
Slow Capital
California
$1M -$8.91K -20 -0.9%
RP
1947
Reinhart Partners
Wisconsin
$1M -$130K -292 -12%
IRAG
1948
Investment Research & Advisory Group
Georgia
$1M +$152K +340 +18%
AW
1949
Alaethes Wealth
Nevada
$1,000K +$22.3K +50 +2%
CFCI
1950
Comprehensive Financial Consultants Institutional
Indiana
$999K +$24.5K +54 +3%
76 77
78
79 80