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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 %
RMCM
1951
Reynders McVeigh Capital Management
Massachusetts
$845K -$112K -272 -12%
MAA
1952
Matrix Asset Advisors
New York
$843K +$22.6K +55 +3%
FNB
1953
Farmers National Bank
Kentucky
$840K +$4.93K +12 +0.6%
TWM
1954
Trinity Wealth Management
Pennsylvania
$837K -$63.7K -155 -7%
ZIM
1955
Zacks Investment Management
Illinois
$829K +$68.6K +167 +9%
PWA
1956
Providence Wealth Advisors
Illinois
$825K – – –
CI
1957
CPR Investments
Michigan
$824K +$824K +2,005 New
AIS
1958
American Investment Services
Massachusetts
$817K – – –
LA
1959
LexAurum Advisors
Kansas
$817K -$597K -1,451 -42%
SW
1960
SkyOak Wealth
Michigan
$816K – – –
CI
1961
Cigna Investments
Connecticut
$814K +$8.22K +20 +1%
LBA
1962
Lowell Blake & Associates
Massachusetts
$811K -$222K -541 -22%
TFA
1963
TPG Financial Advisors
Oregon
$809K – – –
ACM
1964
Ardent Capital Management
Ohio
$808K – – –
OSNBOA
1965
Old Second National Bank of Aurora
Illinois
$803K – – –
BDFN
1966
Bond & Devick Financial Network
Minnesota
$803K – – –
VT
1967
Vise Technologies
New York
$803K +$500K +1,217 +165%
BA
1968
Bridge Advisory
California
$802K +$2.47K +6 +0.3%
BFG
1969
Berger Financial Group
Minnesota
$800K -$115K -280 -13%
BF
1970
Blankinship & Foster
California
$800K -$52.2K -127 -6%
JC
1971
Jentner Corp
Ohio
$799K -$10.7K -26 -1%
RW
1972
REDW Wealth
New Mexico
$797K +$384K +935 +93%
CAAS
1973
Capital Asset Advisory Services
Michigan
$796K -$845K -2,055 -51%
H
1974
HoyleCohen
California
$792K -$71.1K -173 -8%
CFAM
1975
Coury Firm Asset Management
Pennsylvania
$788K +$35.3K +86 +5%
77 78
79
80 81