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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
$1.92B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.8B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.14B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.6B

Top Sellers

1
BlackRock
BlackRock
New York
$30.1B
2
Bank of America
Bank of America
North Carolina
$7.34B
3
JSTA
Japan Science & Technology Agency
Japan
$6.13M
4
Citigroup
Citigroup
New York
$418M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
176
Marcum Wealth
Ohio
$142M +$10.7M +24,078 +8%
Lazard Asset Management
177
Lazard Asset Management
New York
$140M -$5.51M -12,362 -4%
BPA
178
Beacon Pointe Advisors
California
$137M +$14.8M +33,311 +12%
LPT
179
Legacy Private Trust
Wisconsin
$137M +$2.34M +5,247 +2%
QC
180
Qalhat Capital
British Virgin Islands
$136M – – –
MGIA
181
Moneta Group Investment Advisors
Missouri
$136M +$27M +60,571 +25%
RWM
182
Ritholtz Wealth Management
New York
$135M +$1.6M +3,586 +1%
GC
183
Gilbert & Cook
Iowa
$135M +$621K +1,394 +0.5%
PAG
184
Private Advisor Group
New Jersey
$134M +$6.23M +13,834 +5%
PI
185
PFS Investments
Georgia
$134M -$46.4M -104,121 -26%
GFP
186
Gryphon Financial Partners
Ohio
$133M -$1.94M -4,349 -1%
RWM
187
RKL Wealth Management
Pennsylvania
$132M +$6.8M +15,251 +5%
HW
188
Hancock Whitney
Mississippi
$130M +$3.8M +8,535 +3%
FIB
189
First Interstate Bank
Montana
$129M +$23.4M +52,510 +22%
AF
190
Apexium Financial
Texas
$128M +$2.24M +5,031 +2%
GT
191
Glenview Trust
Kentucky
$127M +$817K +1,834 +0.6%
FIA
192
Foundations Investment Advisors
Arizona
$126M +$33.3M +74,775 +36%
KIM
193
Karpus Investment Management
New York
$125M -$7.82M -17,549 -6%
BBHC
194
Brown Brothers Harriman & Co
New York
$125M +$8.95M +20,076 +8%
TFM
195
TFC Financial Management
Massachusetts
$125M +$6.67M +14,965 +6%
BSB
196
Bangor Savings Bank
Maine
$124M +$487K +1,092 +0.4%
WA
197
Waverly Advisors
Alabama
$122M +$15.6M +34,923 +15%
DLIC
198
Daido Life Insurance Company
Japan
$122M – – –
Citadel Advisors
199
Citadel Advisors
Florida
$122M +$82.3M +184,671 +209%
UOWF
200
University of Wisconsin Foundation
Wisconsin
$121M +$73.9M +165,755 +157%
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