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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 %
SIAS
1976
Summit Investment Advisory Services
Minnesota
$921K +$164K +368 +22%
PWM
1977
Prosperity Wealth Management
California
$920K -$17.8K -40 -2%
MAA
1978
Matrix Asset Advisors
New York
$919K +$4.9K +11 +0.5%
WTA
1979
Washington Trust Advisors
Massachusetts
$917K – – –
TAM
1980
Tocqueville Asset Management
New York
$915K -$30.8K -69 -3%
VIM
1981
Vista Investment Management
Pennsylvania
$912K -$9.81K -22 -1%
RWA
1982
Roberts Wealth Advisors
California
$910K -$8.91K -20 -1%
CWM
1983
Cabot Wealth Management
Massachusetts
$910K -$40.1K -90 -4%
CI
1984
Cigna Investments
Connecticut
$909K +$26.7K +60 +3%
NEWAS
1985
N.E.W. Advisory Services
Wisconsin
$909K -$255K -571 -22%
FNB
1986
Farmers National Bank
Kentucky
$904K -$6.69K -15 -0.7%
NFSG
1987
Newbridge Financial Services Group
Florida
$901K +$48.1K +108 +6%
HC
1988
Hamilton Capital
Ohio
$900K -$50.4K -113 -5%
Vontobel Holding
1989
Vontobel Holding
Switzerland
$895K -$223K -500 -20%
ZIM
1990
Zacks Investment Management
Illinois
$887K -$11.6K -26 -1%
LA
1991
LexAurum Advisors
Kansas
$886K +$446 +1 +0.1%
C
1992
CEDRUS
Colorado
$885K +$91.4K +205 +12%
B
1993
Bellecapital
Switzerland
$883K -$106K -237 -11%
MCM
1994
Mendel Capital Management
Arkansas
$882K -$88.2K -198 -9%
TWM
1995
Trinity Wealth Management
Pennsylvania
$880K -$27.2K -61 -3%
H
1996
HoyleCohen
California
$878K +$19.2K +43 +2%
TFA
1997
TPG Financial Advisors
Oregon
$878K – – –
AWM
1998
Affinity Wealth Management
Delaware
$876K -$77.6K -174 -8%
ACM
1999
Ardent Capital Management
Ohio
$876K – – –
GAM
2000
GEM Asset Management
Michigan
$875K -$172K -387 -16%
78 79
80
81 82