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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 %
NSAM
2151
North Star Asset Management
Wisconsin
$624K -$33.4K -75 -5%
CA
2152
Calton & Associates
Florida
$624K -$57.5K -129 -8%
MHB
2153
Midwest Heritage Bank
Iowa
$622K – – –
GC
2154
Gibson Capital
Pennsylvania
$621K – – –
B
2155
Bensler
Washington
$621K +$96.7K +217 +18%
KAH
2156
Kathryn A. Hall
$617K – – –
WKWM
2157
Walter & Keenan Wealth Management
Indiana
$616K – – –
BSI
2158
Bennett Selby Investments
Maine
$616K – – –
PA
2159
Prism Advisors
California
$616K – – –
DA
2160
Dash Acquisitions
California
$615K +$615K +1,381 New
IBOK
2161
Independence Bank of Kentucky
Kentucky
$614K +$499K +1,120 +434%
MWM
2162
Marion Wealth Management
Pennsylvania
$613K – – –
TFA
2163
Trinity Financial Advisors
Ohio
$612K -$179K -401 -23%
DA
2164
Drake & Associates
Wisconsin
$610K +$49.5K +111 +9%
KWM
2165
Kolinsky Wealth Management
New Jersey
$610K +$610K +1,385 New
CAM
2166
Close Asset Management
United Kingdom
$606K -$37.9K -85 -6%
NWM
2167
NEIRG Wealth Management
Massachusetts
$606K +$1.78K +4 +0.3%
VRM
2168
Vectors Research Management
New York
$605K +$45.9K +103 +8%
IWS
2169
Insight Wealth Strategies
California
$605K +$892 +2 +0.1%
PT
2170
Plimoth Trust
Massachusetts
$605K -$1.34K -3 -0.2%
BW
2171
Bison Wealth
Georgia
$604K +$153K +344 +34%
WIM
2172
Warwick Investment Management
Texas
$604K -$16.9K -38 -3%
RIP
2173
RAM Investment Partners
Washington
$604K +$25.9K +58 +4%
AFG
2174
Allegheny Financial Group
Pennsylvania
$600K -$496K -1,113 -45%
LJHT
2175
Laurie J. Hall Trustee
$600K – – –
85 86
87
88 89