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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 %
CNFG
2026
Creegan & Nassoura Financial Group
New Hampshire
$825K -$2.23K -5 -0.3%
BF
2027
Blankinship & Foster
California
$819K -$47.7K -107 -5%
FBT
2028
First Bank & Trust
South Dakota
$819K – – –
TWD
2029
True Wealth Design
Ohio
$818K +$71.3K +160 +10%
MIC
2030
Means Investment Company
Maine
$816K +$2.23K +5 +0.3%
JCM
2031
Jacobi Capital Management
Pennsylvania
$814K +$73.1K +164 +10%
TWM
2032
Tradition Wealth Management
Minnesota
$814K +$138K +310 +20%
MFG
2033
Mendota Financial Group
Wisconsin
$811K -$505K -1,133 -38%
SF
2034
Slagle Financial
Illinois
$811K +$811K +1,819 New
VAFP
2035
Vahanian & Associates Financial Planning
New York
$810K +$57.9K +130 +8%
PCM
2036
Princeton Capital Management
New Jersey
$809K – – –
IWN
2037
Independent Wealth Network
Iowa
$809K +$34.3K +77 +4%
AAM
2038
American Asset Management
Florida
$808K – – –
SVCP
2039
Silicon Valley Capital Partners
California
$806K +$2.23K +5 +0.3%
ULWM
2040
Upper Left Wealth Management
Florida
$805K -$27.6K -62 -3%
OSNBOA
2041
Old Second National Bank of Aurora
Illinois
$804K -$66.9K -150 -8%
SFP
2042
Sandbox Financial Partners
Maryland
$803K +$45.5K +102 +6%
LFG
2043
Lockerman Financial Group
California
$802K -$48.6K -109 -6%
WLIM
2044
White Lighthouse Investment Management
Massachusetts
$800K +$10.7K +24 +1%
CFO
2045
Collective Family Office
Pennsylvania
$799K – – –
SW
2046
SkyOak Wealth
Michigan
$796K -$89.1K -200 -10%
Invesco
2047
Invesco
Georgia
$794K -$2.06M -4,620 -72%
CS
2048
Cannell & Spears
New York
$791K – – –
STCOSD
2049
Sageworth Trust Company of South Dakota
South Dakota
$790K – – –
JE
2050
JMAC Enterprises
Pennsylvania
$785K -$146K -327 -16%
80 81
82
83 84