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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 %
CI
2226
Ceera Investments
Texas
$538K +$34.3K +77 +7%
LIG
2227
Lokken Investment Group
Delaware
$537K – – –
BRA
2228
Biechele Royce Advisors
Indiana
$537K -$288K -645 -35%
WA
2229
Wealthstar Advisors
Texas
$537K -$121K -272 -18%
CWM
2230
Chemistry Wealth Management
New York
$536K – – –
FAM
2231
Fenimore Asset Management
New York
$535K – – –
YCM
2232
Yousif Capital Management
Michigan
$535K – – –
PWP
2233
Principle Wealth Partners
Connecticut
$534K -$34.8K -78 -6%
EIA
2234
Edgemoor Investment Advisors
Maryland
$533K +$52.1K +117 +11%
Members Trust
2235
Members Trust
Florida
$533K +$533K +1,196 New
FFP
2236
FourThought Financial Partners
Florida
$533K -$892 -2 -0.2%
CF
2237
Convergence Financial
Missouri
$530K -$20.5K -46 -4%
BMD
2238
Better Money Decisions
New Mexico
$526K -$2.67K -6 -0.5%
UL
2239
Unionview LLC
Washington
$526K -$1.78K -4 -0.3%
DC
2240
Defender Capital
North Carolina
$525K – – –
WF
2241
WoodTrust Financial
Wisconsin
$524K – – –
RFA
2242
Register Financial Advisors
Georgia
$522K +$3.57K +8 +0.7%
LJAC
2243
L.J. Altfest & Co
New York
$519K +$16.1K +36 +3%
ST
2244
Somerset Trust
Pennsylvania
$514K – – –
PIM
2245
Provident Investment Management
Michigan
$513K – – –
CWP
2246
Concord Wealth Partners
Virginia
$512K +$170K +381 +50%
SFP
2247
Strategic Financial Planning
Texas
$512K – – –
MCIA
2248
Mountain Capital Investment Advisors
Colorado
$510K +$179K +393 +54%
QFA
2249
Quantum Financial Advisors
California
$509K +$214K +481 +73%
WMA
2250
West Michigan Advisors
Michigan
$506K +$506K +1,136 New
88 89
90
91 92