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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
2026
Culbertson A N & Co
Virginia
$712K – – –
RK
2027
Rather & Kittrell
Tennessee
$712K – – –
EBWM
2028
Eagle Bluffs Wealth Management
Missouri
$708K +$708K +1,722 New
HIF
2029
Hill Island Financial
Michigan
$708K -$26.4K -64 -4%
HWP
2030
Highline Wealth Partners
California
$706K -$357K -868 -34%
AMCA
2031
Arthur M. Cohen & Associates
Illinois
$703K +$2.88K +7 +0.4%
RF
2032
Rollins Financial
Georgia
$701K +$18.1K +44 +3%
SFP
2033
Sandbox Financial Partners
Maryland
$699K +$426K +1,035 +156%
SIAS
2034
Summit Investment Advisory Services
Minnesota
$697K +$4.93K +12 +0.7%
T
2035
TCWP
Ohio
$696K -$5.34K -13 -0.8%
SIS
2036
Sound Income Strategies
Florida
$696K -$67.4K -164 -9%
MMPW
2037
Mitchell McLeod Pugh & Williams
Alabama
$694K +$6.58K +16 +1%
VAFP
2038
Vahanian & Associates Financial Planning
New York
$694K -$48.5K -118 -7%
MCP
2039
Mirador Capital Partners
California
$689K +$689K +1,676 New
TWD
2040
True Wealth Design
Ohio
$689K +$7.81K +19 +1%
JCM
2041
Jacobi Capital Management
Pennsylvania
$684K +$40.7K +99 +6%
MAG
2042
MRA Advisory Group
New Jersey
$683K -$383K -931 -36%
PI
2043
PFG Investments
New York
$682K +$682K +1,659 New
V
2044
ViaWealth
Kansas
$681K +$205K +498 +43%
IPW
2045
Inlet Private Wealth
Florida
$681K +$1.64K +4 +0.2%
APIM
2046
Agate Pass Investment Management
Washington
$681K +$6.99K +17 +1%
HCM
2047
Hollencrest Capital Management
California
$678K -$31.7K -77 -4%
WCM
2048
Whitener Capital Management
North Carolina
$676K -$3.7K -9 -0.5%
HFAS
2049
Hummer Financial Advisory Services
Illinois
$676K – – –
JBA
2050
Johnson Bixby & Associates
Washington
$675K – – –
80 81
82
83 84