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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.08B
2
Citigroup
Citigroup
New York
+$1.04B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$789M
4
Osaic Holdings
Osaic Holdings
Arizona
+$403M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$363M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.23B
2
BlackRock
BlackRock
New York
-$1.1B
3
NAM
Nissay Asset Management
Japan
-$448M
4
PFO
Pathstone Family Office
New Jersey
-$439M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
2226
Somerset Trust
Pennsylvania
$474K – – –
PIM
2227
Provident Investment Management
Michigan
$473K -$10.7K -26 -2%
SFP
2228
Strategic Financial Planning
Texas
$472K – – –
HCMG
2229
Howard Capital Management Group
California
$471K – – –
SFS
2230
Security Financial Services
Indiana
$470K -$119K -290 -20%
OC
2231
Oarsman Capital
Wisconsin
$469K +$469K +1,140 New
CI
2232
Ceera Investments
Texas
$465K +$146K +356 +46%
LJAC
2233
L.J. Altfest & Co
New York
$464K -$411 -1 -0.1%
KOMWMG
2234
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$463K -$63.3K -154 -12%
OHIS
2235
Oak Harvest Investment Services
Texas
$462K -$53K -129 -10%
LK
2236
Lumbard & Kellner
New Hampshire
$462K -$4.54K -11 -1%
CPRC
2237
Consolidated Portfolio Review Corp
New York
$462K +$462K +1,124 New
BIA
2238
Barry Investment Advisors
Massachusetts
$460K +$460K +1,119 New
RWS
2239
Resolute Wealth Strategies
Mississippi
$459K +$459K +1,116 New
BWM
2240
BNC Wealth Management
Oregon
$458K – – –
HA
2241
Hofer & Associates
California
$457K – – –
E
2242
ETFidea
New York
$457K -$93.3K -227 -17%
OBWP
2243
O'Brien Wealth Partners
Massachusetts
$455K +$34.9K +85 +8%
AWM
2244
Activest Wealth Management
Florida
$449K +$449K +1,108 New
HFS
2245
Howard Financial Services
Texas
$446K -$262K -637 -37%
MP
2246
McDonald Partners
Ohio
$445K +$36.6K +89 +9%
HDIM
2247
Hanson & Doremus Investment Management
Vermont
$444K – – –
EIA
2248
Edgemoor Investment Advisors
Maryland
$444K -$351K -853 -44%
PFG
2249
Prosperity Financial Group
California
$442K +$442K +1,076 New
EVM
2250
Evelyn V. Moreno
$442K -$2.08M -5,050 -82%
88 89
90
91 92