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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 %
IIM
2001
InTrack Investment Management
Vermont
$873K +$873K +1,959 New
WW
2002
Waterfront Wealth
Kansas
$873K -$179K -390 -17%
LBA
2003
Lowell Blake & Associates
Massachusetts
$868K -$11.6K -26 -1%
CIA
2004
Cape Investment Advisory
Georgia
$867K +$88.7K +199 +11%
JC
2005
Jentner Corp
Ohio
$866K – – –
FI
2006
Financial Insights
Washington
$862K -$434K -974 -33%
SCM
2007
Seascape Capital Management
New Hampshire
$860K +$268K +602 +45%
HIP
2008
HUB Investment Partners
Texas
$859K -$119K -266 -12%
BWL
2009
Bogart Wealth LLC
Virginia
$859K +$191K +429 +29%
CFAM
2010
Coury Firm Asset Management
Pennsylvania
$857K +$2.23K +5 +0.3%
FAT
2011
First American Trust
California
$856K +$35.6K +80 +4%
SC
2012
Searle & Co
Connecticut
$855K – – –
AIC
2013
Archer Investment Corporation
Indiana
$855K +$320K +717 +60%
IAS
2014
Insigneo Advisory Services
Florida
$852K +$454K +1,018 +114%
CWM
2015
CCG Wealth Management
California
$849K -$4.01K -9 -0.5%
FSA
2016
Fort Sheridan Advisors
Illinois
$846K – – –
MFWP
2017
Mosaic Family Wealth Partners
Missouri
$842K – – –
KCPG
2018
Kavar Capital Partners Group
Kansas
$838K -$13.4K -30 -2%
SW
2019
SlateStone Wealth
Florida
$837K -$4.46K -10 -0.5%
ODG
2020
O'Dell Group
Ohio
$837K -$111K -250 -12%
DSN
2021
D. Scott Neal
Kentucky
$833K +$29K +65 +4%
HGWM
2022
Horst & Graben Wealth Management
Oregon
$831K +$164K +368 +25%
SCP
2023
Stevens Capital Partners
Nebraska
$831K +$117K +262 +16%
AIS
2024
American Investment Services
Massachusetts
$830K -$118K -265 -12%
TIA
2025
Tiemann Investment Advisors
California
$829K -$4.46K -10 -0.5%
79 80
81
82 83