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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 %
TVAMP
1951
Tennessee Valley Asset Management Partners
Tennessee
$998K -$144K -323 -13%
SWM
1952
SeaCrest Wealth Management
New York
$996K – – –
HFS
1953
Heritage Financial Services
Massachusetts
$990K -$16.5K -37 -2%
PWG
1954
Private Wealth Group
Florida
$990K – – –
AWMS
1955
Advocacy Wealth Management Services
Georgia
$988K -$138K -310 -12%
CCM
1956
Carlson Capital Management
Minnesota
$987K – – –
PWP
1957
Perfromance Wealth Partners
Illinois
$986K -$8.91K -20 -0.9%
CAI
1958
Capital Advisors Inc
Oklahoma
$979K +$163K +365 +20%
FWM
1959
Focused Wealth Management
New York
$974K +$10.7K +24 +1%
EBSAM
1960
Eubel Brady & Suttman Asset Management
Ohio
$973K +$1.78K +4 +0.2%
RP
1961
Riverbridge Partners
Minnesota
$971K -$1.44M -3,232 -60%
ISL
1962
Ingalls & Snyder LLC
New York
$968K +$439K +985 +83%
BDFN
1963
Bond & Devick Financial Network
Minnesota
$961K +$90.9K +204 +10%
MCM
1964
Maple Capital Management
Vermont
$958K -$10.7K -24 -1%
CW
1965
Channel Wealth
California
$948K -$18.3K -41 -2%
KWM
1966
Kaydan Wealth Management
Michigan
$947K +$29K +65 +3%
AP
1967
Adero Partners
California
$945K -$150K -336 -14%
FWM
1968
FMB Wealth Management
California
$937K – – –
CA
1969
Cortland Associates
Missouri
$937K – – –
LWM
1970
Laidlaw Wealth Management
New York
$937K +$92.7K +208 +11%
YC
1971
Yarbrough Capital
Tennessee
$935K – – –
AAM
1972
Austin Asset Management
Texas
$933K – – –
CAAS
1973
Capital Asset Advisory Services
Michigan
$932K +$56.9K +126 +7%
LWM
1974
LJI Wealth Management
Indiana
$927K +$911K +131,738 +5,639%
SAA
1975
Southeast Asset Advisors
Georgia
$926K – – –
77 78
79
80 81