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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
$1.92B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.8B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.14B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.6B

Top Sellers

1
BlackRock
BlackRock
New York
$30.1B
2
Bank of America
Bank of America
North Carolina
$7.34B
3
JSTA
Japan Science & Technology Agency
Japan
$6.13M
4
Citigroup
Citigroup
New York
$418M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
201
Bank of Hawaii
Hawaii
$120M -$5.04M -11,316 -4%
MWM
202
Modera Wealth Management
New Jersey
$117M +$98M +219,893 +506%
HTC
203
Haverford Trust Company
Pennsylvania
$116M +$8.03M +18,021 +7%
NAM
204
Nissay Asset Management
Japan
$116M – – –
PP
205
Prudential plc
United Kingdom
$113M -$8.3M -18,622 -7%
SWM
206
Spire Wealth Management
Virginia
$113M +$6.81M +15,269 +6%
TF
207
TimeScale Financial
Massachusetts
$112M -$290K -651 -0.3%
DWM
208
Dakota Wealth Management
Florida
$112M +$106M +238,812 +2,082%
BRWA
209
B. Riley Wealth Advisors
Florida
$111M +$17.1M +38,323 +18%
2P
210
26North Partners
New York
$111M +$83.8K +188 +0.1%
MFS
211
McNamara Financial Services
Massachusetts
$109M -$1.41M -3,168 -1%
RI
212
RPTC Inc
Wyoming
$109M +$265K +595 +0.2%
FSWA
213
Financial Synergies Wealth Advisors
Texas
$107M -$628K -1,408 -0.6%
Sumitomo Mitsui Trust Group
214
Sumitomo Mitsui Trust Group
Japan
$106M +$31.1M +69,797 +41%
CWM
215
Calamos Wealth Management
Illinois
$105M -$6.66M -14,943 -6%
SWA
216
SFMG Wealth Advisors
Texas
$104M +$21.2M +47,596 +26%
PP
217
Pegasus Partners
Wisconsin
$104M +$899K +2,016 +0.9%
HFBOT
218
Home Federal Bank of Tennessee
Tennessee
$103M -$1.7M -3,814 -2%
CB
219
Commerce Bank
Missouri
$103M -$2.79M -6,267 -3%
BCM
220
Brookstone Capital Management
Illinois
$103M +$2.01M +4,569 +2%
LGWM
221
Litman Gregory Wealth Management
California
$102M +$17.1M +38,291 +20%
IWP
222
Icon Wealth Partners
Texas
$100M +$11.8M +26,500 +13%
FWIA
223
Fort Washington Investment Advisors
Ohio
$99.8M +$31.9M +71,641 +47%
SSB
224
Sandy Spring Bank
Maryland
$99.5M -$794K -1,781 -0.8%
PFM
225
Phillips Financial Management
Indiana
$98.3M +$886K +1,988 +0.9%
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