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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 %
WA1
2201
Wimmer Associates 1
California
$568K – – –
JF
2202
Joule Financial
Kentucky
$567K -$12.9K -29 -2%
OIM
2203
Opus Investment Management
Massachusetts
$566K – – –
CWAG
2204
Compton Wealth Advisory Group
Virginia
$566K – – –
FM
2205
Foster & Motley
Ohio
$564K +$29.9K +67 +6%
TW
2206
TrinityPoint Wealth
Connecticut
$563K +$4.01K +9 +0.7%
KCFA
2207
Key Client Fiduciary Advisors
New Jersey
$561K -$3.57K -8 -0.6%
SBF
2208
Sara-Bay Financial
Florida
$560K +$10.7K +24 +2%
RRCM
2209
Rappaport Reiches Capital Management
Illinois
$560K – – –
SFB
2210
STAR Financial Bank
Indiana
$559K -$22.7K -51 -4%
CCG
2211
Chatham Capital Group
Georgia
$558K -$140K -315 -20%
VCM
2212
Violich Capital Management
California
$558K – – –
WMS
2213
Wealth Management Solutions
Pennsylvania
$557K +$83.8K +188 +18%
HFG
2214
Heron Financial Group
New York
$554K – – –
BWP
2215
Balboa Wealth Partners
Arizona
$554K -$22.3K -50 -4%
PFG
2216
Prosperity Financial Group
California
$552K +$72.7K +163 +15%
RWS
2217
Resolute Wealth Strategies
Mississippi
$549K +$52.1K +117 +10%
SM
2218
Sensible Money
Arizona
$547K – – –
LFGO
2219
Legacy Financial Group (Oklahoma)
Oklahoma
$546K +$85.1K +191 +18%
HFS
2220
Haverford Financial Services
Pennsylvania
$544K – – –
MAS
2221
Madden Advisory Services
Florida
$544K +$446 +1 +0.1%
ST
2222
Sabal Trust
Florida
$542K +$201K +451 +59%
SWIG
2223
Strategic Wealth Investment Group
Kentucky
$542K +$275K +616 +103%
TPWM
2224
Twelve Points Wealth Management
Massachusetts
$539K -$92.3K -207 -15%
PIFP
2225
Partners in Financial Planning
Virginia
$539K +$1.78K +4 +0.3%
87 88
89
90 91