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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 %
SAMC
2176
Spectrum Asset Management (California)
California
$599K -$35.7K -80 -6%
AW
2177
Avion Wealth
Texas
$599K – – –
FPB
2178
First PREMIER Bank
South Dakota
$599K – – –
WAM
2179
Worth Asset Management
Texas
$598K – – –
G
2180
GenTrust
Florida
$597K +$8.47K +19 +1%
TAM
2181
Tucker Asset Management
Colorado
$596K +$152K +340 +34%
ML
2182
Mayport LLC
Massachusetts
$595K +$12.5K +28 +2%
VNB
2183
Virginia National Bank
Virginia
$591K -$63.3K -142 -10%
AGA
2184
Arkos Global Advisors
Texas
$590K – – –
SWA
2185
Sutton Wealth Advisors
Florida
$589K +$446 +1 +0.1%
LWMT
2186
Legacy Wealth Management (Tennessee)
Tennessee
$589K +$446 +1 +0.1%
TSA
2187
Tri-Star Advisors
Texas
$587K – – –
OA
2188
Operose Advisors
Wisconsin
$586K – – –
VFPI
2189
Vantage Financial Partners (Illinois)
Illinois
$586K +$46.4K +104 +9%
GWA
2190
Geometric Wealth Advisors
District of Columbia
$585K +$139K +307 +31%
TC
2191
Tenret Company
Florida
$583K – – –
GWWM
2192
Great Waters Wealth Management
Minnesota
$580K -$446 -1 -0.1%
BFG
2193
Bouchey Financial Group
New York
$577K -$33.4K -75 -5%
CCT
2194
Capital City Trust
Florida
$574K – – –
CIP
2195
Chartwell Investment Partners
Pennsylvania
$573K – – –
HIS
2196
Harvest Investment Services
Illinois
$571K +$286K +642 +100%
SOAG
2197
Silver Oak Advisory Group
Oregon
$571K +$42.3K +95 +8%
FF
2198
Financial Futures
New Jersey
$570K -$14.7K -33 -3%
DFA
2199
Delta Financial Advisors
Louisiana
$570K +$196K +440 +53%
CCA
2200
Conservest Capital Advisors
Pennsylvania
$568K -$3.12K -7 -0.5%
86 87
88
89 90