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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.68B
2
Wolverine Trading
Wolverine Trading
Illinois
$2.81B
3
Morgan Stanley
Morgan Stanley
New York
$7.55B
4
Marshall Wace
Marshall Wace
United Kingdom
$3.87B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.04B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14B
2
SC
Soundwatch Capital
Connecticut
$185M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.1B
4
Millennium Management
Millennium Management
New York
$1.19B
5
PG
Prostatis Group
Maryland
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
176
Qalhat Capital
British Virgin Islands
$144M +$13.6M +31,743 +10%
MW
177
Marcum Wealth
Ohio
$144M +$7.11M +16,563 +5%
3AM
178
3EDGE Asset Management
Florida
$142M -$1.14M -2,676 -0.8%
WA
179
Waverly Advisors
Alabama
$141M +$23.5M +54,796 +20%
OIA
180
OneDigital Investment Advisors
Kansas
$140M -$45.3M -105,509 -24%
SPC
181
Sigma Planning Corp
Michigan
$139M -$2.58M -6,013 -2%
BBHC
182
Brown Brothers Harriman & Co
New York
$137M +$17.1M +39,880 +14%
HW
183
Hancock Whitney
Mississippi
$136M +$10.8M +25,054 +9%
Lazard Asset Management
184
Lazard Asset Management
New York
$135M +$76K +177 +0.1%
Sumitomo Mitsui Trust Group
185
Sumitomo Mitsui Trust Group
Japan
$134M +$31.4M +73,013 +31%
RWM
186
Ritholtz Wealth Management
New York
$132M +$1.96M +4,555 +2%
GC
187
Gilbert & Cook
Iowa
$131M +$1.84M +4,287 +1%
RWM
188
RKL Wealth Management
Pennsylvania
$131M +$4.71M +10,958 +4%
FIA
189
Foundations Investment Advisors
Arizona
$131M +$9.35M +21,783 +8%
LPT
190
Legacy Private Trust
Wisconsin
$130M -$1.51M -3,526 -1%
AF
191
Apexium Financial
Texas
$127M +$3.85M +8,921 +3%
FIB
192
First Interstate Bank
Montana
$125M +$755K +1,758 +0.6%
FWIA
193
Fort Washington Investment Advisors
Ohio
$124M +$27.8M +64,735 +29%
IWP
194
Icon Wealth Partners
Texas
$124M +$27.2M +63,440 +28%
GFP
195
Gryphon Financial Partners
Ohio
$123M -$5.56M -12,954 -4%
TFM
196
TFC Financial Management
Massachusetts
$122M +$1.75M +4,067 +1%
PAG
197
Private Advisor Group
New Jersey
$121M -$7.11M -16,559 -6%
GT
198
Glenview Trust
Kentucky
$121M -$1.27M -2,954 -1%
BSB
199
Bangor Savings Bank
Maine
$119M -$499K -1,162 -0.4%
DLIC
200
Daido Life Insurance Company
Japan
$117M – – –
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