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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 %
FFG
2101
Frisch Financial Group
New York
$695K +$304K +683 +78%
CA
2102
Carson Advisory
Georgia
$694K -$31.2K -70 -4%
CCG
2103
Ceeto Capital Group
Florida
$694K – – –
ERIM
2104
Eagle Ridge Investment Management
Connecticut
$690K +$11.1K +25 +2%
CMS
2105
Capital Market Strategies
Florida
$689K +$689K +1,545 New
HCM
2106
Howland Capital Management
Massachusetts
$687K +$235K +528 +52%
TH
2107
Team Hewins
California
$686K – – –
MAM
2108
Milestone Asset Management
Pennsylvania
$681K +$30.8K +69 +5%
SIS
2109
Sound Income Strategies
Florida
$680K -$75.3K -169 -10%
FRA
2110
Front Row Advisors
California
$678K +$33.4K +75 +5%
Capital International Investors
2111
Capital International Investors
California
$677K +$222K +505 +49%
MCCP
2112
Mission Creek Capital Partners
California
$676K – – –
RC
2113
Reik & Co
New York
$676K +$676K +1,516 New
FWA
2114
FSC Wealth Advisors
New York
$675K +$103K +230 +18%
WWM
2115
WT Wealth Management
Arizona
$671K -$4.46K -10 -0.7%
JWS
2116
Juncture Wealth Strategies
Arizona
$670K -$39.2K -88 -6%
AWAG
2117
ARS Wealth Advisors Group
Florida
$670K -$40.1K -90 -6%
CBB
2118
Citizens Business Bank
California
$669K – – –
MW
2119
MBL Wealth
North Carolina
$667K – – –
QCM
2120
Quantinno Capital Management
New York
$666K -$115K -258 -15%
AC
2121
Apella Capital
Connecticut
$663K +$663K +1,487 New
LMKC
2122
L.M. Kohn & Company
Ohio
$660K +$75.3K +169 +13%
WIM
2123
WealthPlan Investment Management
Nebraska
$659K -$18.7K -42 -3%
PS
2124
Planned Solutions
California
$659K +$446 +1 +0.1%
AFG
2125
Altiora Financial Group
Ohio
$658K -$27.2K -61 -4%
83 84
85
86 87