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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 %
MPIA
2251
Mountain Pacific Investment Advisers
Idaho
$506K -$9.81K -22 -2%
MBTD
2252
Mechanics Bank - Trust Department
California
$504K -$111K -250 -18%
HCM
2253
HMS Capital Management
Tennessee
$503K -$35.2K -79 -7%
ACM
2254
Argent Capital Management
Missouri
$501K +$501K +1,124 New
MSR
2255
Main Street Research
Connecticut
$499K +$57.9K +130 +13%
SLT
2256
St Louis Trust
Missouri
$497K +$497K +1,120 New
BWM
2257
BNC Wealth Management
Oregon
$497K – – –
APTFM
2258
AGUR Provident & Training Funds Management
Israel
$496K – – –
RWM
2259
Rockwood Wealth Management
Pennsylvania
$495K +$42.8K +96 +9%
OBWP
2260
O'Brien Wealth Partners
Massachusetts
$493K – – –
FFWM
2261
Future Financial Wealth Management
Ohio
$491K +$36.1K +81 +8%
CPC
2262
Consolidated Planning Corp
Georgia
$491K +$219K +492 +81%
OC
2263
Oarsman Capital
Wisconsin
$491K -$17.4K -39 -3%
DCM
2264
Donaldson Capital Management
Indiana
$490K -$109K -244 -18%
TAM
2265
Townsend Asset Management
North Carolina
$489K +$23.6K +53 +5%
CGH
2266
Crossmark Global Holdings
Texas
$489K -$241K -524 -33%
SDWIA
2267
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$489K -$43.7K -98 -8%
LRPA
2268
L. Roy Papp & Associates
Arizona
$484K +$12.5K +28 +3%
MP
2269
McDonald Partners
Ohio
$483K – – –
FWM
2270
Finer Wealth Management
Massachusetts
$482K +$54.4K +122 +13%
HDIM
2271
Hanson & Doremus Investment Management
Vermont
$482K – – –
HA
2272
Hofer & Associates
California
$480K -$50.4K -113 -9%
FNBOMD
2273
First National Bank of Mount Dora
Florida
$480K +$26.3K +59 +6%
EVM
2274
Evelyn V. Moreno
$479K – – –
GC
2275
Guidance Capital
Kentucky
$479K +$479K +1,068 New
89 90
91
92 93