IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.57B
2
Wolverine Trading
Wolverine Trading
Illinois
+$2.73B
3
Morgan Stanley
Morgan Stanley
New York
+$2.27B
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$673M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
2
SC
Soundwatch Capital
Connecticut
-$985M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$894M
4
Millennium Management
Millennium Management
New York
-$662M
5
PG
Prostatis Group
Maryland
-$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$116M +$7.44M +17,330 +7%
DWM
202
Dakota Wealth Management
Florida
$116M +$8.64M +20,111 +8%
KIM
203
Karpus Investment Management
New York
$116M -$4.75M -11,062 -4%
Two Sigma Investments
204
Two Sigma Investments
New York
$114M +$26.8M +62,390 +31%
BRWA
205
B. Riley Wealth Advisors
Florida
$114M +$6.57M +15,225 +6%
MWM
206
Modera Wealth Management
New Jersey
$114M +$530K +1,234 +0.5%
NAM
207
Nissay Asset Management
Japan
$112M – – –
BOH
208
Bank of Hawaii
Hawaii
$112M -$4.25M -9,886 -4%
HTC
209
Haverford Trust Company
Pennsylvania
$110M -$2.04M -4,744 -2%
Chevy Chase Trust
210
Chevy Chase Trust
Maryland
$107M +$29.6M +68,889 +38%
2P
211
26North Partners
New York
$106M – – –
SWA
212
SFMG Wealth Advisors
Texas
$106M +$5.74M +13,369 +6%
SHJ
213
Sharkey, Howes & Javer
Colorado
$106M +$11.3M +26,349 +12%
RI
214
RPTC Inc
Wyoming
$105M – – –
MFS
215
McNamara Financial Services
Massachusetts
$104M -$1.09M -2,527 -1%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$104M -$100M -233,728 -49%
FSWA
217
Financial Synergies Wealth Advisors
Texas
$104M +$368K +856 +0.4%
RSWM
218
Robertson Stephens Wealth Management
California
$104M +$27.4M +63,552 +36%
BCM
219
Brookstone Capital Management
Illinois
$103M +$3.48M +8,112 +3%
PP
220
Pegasus Partners
Wisconsin
$100M -$173K -404 -0.2%
CWM
221
Calamos Wealth Management
Illinois
$99.8M -$1.46M -3,400 -1%
HFBOT
222
Home Federal Bank of Tennessee
Tennessee
$99.4M -$120K -279 -0.1%
SPP
223
Single Point Partners
Massachusetts
$98.1M +$98.1M +234,008 New
CB
224
Commerce Bank
Missouri
$97.4M -$1.61M -3,757 -2%
Victory Capital Management
225
Victory Capital Management
Texas
$97M -$45.8M -106,752 -32%
7 8
9
10 11