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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 %
DWA
2051
Delap Wealth Advisory
Oregon
$773K – – –
RK
2052
Rather & Kittrell
Tennessee
$772K – – –
ACIM
2053
Azimuth Capital Investment Management
Michigan
$769K -$8.91K -20 -1%
RCM
2054
Regency Capital Management
Hawaii
$768K -$26.7K -60 -3%
EBWM
2055
Eagle Bluffs Wealth Management
Missouri
$768K – – –
CWM
2056
Chicago Wealth Management
Illinois
$767K -$40.6K -91 -5%
SFS
2057
Security Financial Services
Indiana
$766K +$257K +576 +50%
HIF
2058
Hill Island Financial
Michigan
$764K – – –
AMCA
2059
Arthur M. Cohen & Associates
Illinois
$764K +$2.23K +5 +0.3%
MIAS
2060
Mason Investment Advisory Services
Virginia
$763K +$40.1K +90 +6%
TCCM
2061
Timber Creek Capital Management
Massachusetts
$760K -$11.1K -25 -1%
RF
2062
Rollins Financial
Georgia
$760K +$446 +1 +0.1%
E
2063
ETFidea
New York
$758K +$262K +588 +53%
GI
2064
Gradient Investments
Minnesota
$755K -$49.5K -111 -6%
GAB
2065
German American Bancorp
Indiana
$755K -$25.4K -57 -3%
CANC
2066
Culbertson A N & Co
Virginia
$751K -$20.1K -45 -3%
CWA
2067
Clearview Wealth Advisors
Oregon
$751K -$37K -83 -5%
MCP
2068
Mirador Capital Partners
California
$750K +$3.57K +8 +0.5%
CHP
2069
Cable Hill Partners
Oregon
$747K +$29.9K +67 +4%
TCMP
2070
Thrive Capital Management (Pennsylvania)
Pennsylvania
$741K -$90.9K -204 -11%
HWP
2071
Highline Wealth Partners
California
$741K -$24.5K -55 -3%
V
2072
ViaWealth
Kansas
$741K +$1.34K +3 +0.2%
AA
2073
Addison Advisors
Vermont
$739K +$88.3K +198 +14%
WCM
2074
Whitener Capital Management
North Carolina
$736K +$2.23K +5 +0.3%
HCM
2075
Hollencrest Capital Management
California
$735K – – –
81 82
83
84 85