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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 %
KFC
2126
Klingenstein Fields & Co
New York
$658K +$210K +472 +47%
GSC
2127
G&S Capital
Colorado
$657K +$657K +1,475 New
SL
2128
Summitry LLC
California
$657K +$446 +1 +0.1%
WIA
2129
Westbourne Investment Advisors
Maryland
$657K -$34.3K -77 -5%
BP
2130
BCK Partners
New York
$657K -$30.3K -68 -4%
TCM
2131
Triumph Capital Management
Colorado
$653K -$32.1K -72 -5%
OHIS
2132
Oak Harvest Investment Services
Texas
$652K +$151K +338 +30%
SC
2133
Shearwater Capital
Colorado
$650K – – –
CWMGP
2134
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$650K +$891 +2 +0.1%
DI
2135
DDFG Inc
California
$650K +$891 +2 +0.1%
CISOA
2136
Capital Investment Services of America
Wisconsin
$649K +$4.01K +9 +0.6%
OHWP
2137
Oak Harbor Wealth Partners
North Carolina
$643K -$26.3K -59 -4%
WFA
2138
Wade Financial Advisory
California
$642K – – –
KP
2139
Keel Point
Alabama
$642K +$113K +253 +21%
WCA
2140
Waypoint Capital Advisors
Minnesota
$641K – – –
MWA
2141
Monograph Wealth Advisors
California
$640K -$25.9K -58 -4%
SCA
2142
STALEY CAPITAL ADVISERS
Pennsylvania
$637K – – –
SHWM
2143
Smith & Howard Wealth Management
Georgia
$637K – – –
FW
2144
FirstPurpose Wealth
Utah
$637K +$58.4K +131 +10%
BFA
2145
Bragg Financial Advisors
North Carolina
$635K -$158K -354 -20%
T
2146
TCWP
Ohio
$635K -$120K -270 -16%
CAM
2147
Cozad Asset Management
Illinois
$634K +$31.2K +70 +5%
RIA
2148
Realta Investment Advisors
Delaware
$629K -$56.2K -126 -8%
SWM
2149
Shakespeare Wealth Management
Wisconsin
$628K +$891 +2 +0.1%
SHWM
2150
Silicon Hills Wealth Management
Texas
$625K -$22.3K -50 -3%
84 85
86
87 88