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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 %
FA
2076
Fiduciary Alliance
South Carolina
$734K +$460K +1,032 +168%
HFAS
2077
Hummer Financial Advisory Services
Illinois
$733K – – –
VT
2078
Vise Technologies
New York
$733K -$137K -308 -16%
JBA
2079
Johnson Bixby & Associates
Washington
$732K – – –
CSIA
2080
Charles Schwab Investment Advisory
California
$731K +$4.01K +9 +0.6%
IPW
2081
Inlet Private Wealth
Florida
$730K -$8.91K -20 -1%
AWP
2082
Abacus Wealth Partners
California
$729K -$668K -1,498 -48%
AWA
2083
AmeriServ Wealth Advisors
Pennsylvania
$727K – – –
HWM
2084
Horizons Wealth Management
North Carolina
$726K +$1.34K +3 +0.2%
MHWM
2085
Montz Harcus Wealth Management
Louisiana
$724K +$2.23K +5 +0.3%
MWM
2086
Meritas Wealth Management
California
$722K -$4.46K -10 -0.6%
WIC
2087
Woodmont Investment Counsel
Tennessee
$721K – – –
APW
2088
Aurora Private Wealth
New Jersey
$718K +$892 +2 +0.1%
SWM
2089
Seaside Wealth Management
California
$714K -$481K -1,080 -40%
APIM
2090
Agate Pass Investment Management
Washington
$714K -$24.5K -55 -3%
BEI
2091
Benjamin Edwards Inc
Missouri
$713K +$11.6K +26 +2%
SMH
2092
Sanders Morris Harris
Texas
$711K +$357K +800 +101%
MMPW
2093
Mitchell McLeod Pugh & Williams
Alabama
$704K -$48.6K -109 -6%
NLP
2094
Next Level Private
New York
$703K +$703K +1,592 New
TPA
2095
Trivium Point Advisory
Connecticut
$702K +$244K +548 +53%
TFA
2096
Triad Financial Advisors
North Carolina
$701K – – –
EWP
2097
Engrave Wealth Partners
Texas
$699K – – –
IFS
2098
Ifrah Financial Services
Arkansas
$699K -$4.01K -9 -0.6%
PS
2099
Portfolio Strategies
New York
$698K +$23.2K +52 +3%
RFN
2100
Redwood Financial Network
Ohio
$696K -$16K -36 -2%
82 83
84
85 86