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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 %
WA
2276
Wambolt & Associates
Colorado
$477K -$90.1K -202 -16%
DAM
2277
Delta Asset Management
Tennessee
$476K – – –
NRG
2278
Nemes Rush Group
Michigan
$476K +$476K +1,068 New
KFS
2279
Kaizen Financial Strategies
California
$476K +$39.4K +88 +9%
HPIA
2280
Hamilton Point Investment Advisors
North Carolina
$476K – – –
PIA
2281
Pinion Investment Advisors
Kansas
$474K +$474K +1,064 New
PFA
2282
Pathway Financial Advisors
Vermont
$473K – – –
TA
2283
TruWealth Advisors
Louisiana
$471K +$37.4K +84 +9%
IA
2284
Inspire Advisors
Idaho
$471K -$67.7K -152 -13%
ZIG
2285
Zuckerman Investment Group
Illinois
$468K +$119K +266 +34%
GWSG
2286
GPS Wealth Strategies Group
Colorado
$468K +$99.9K +224 +27%
ST
2287
Spinnaker Trust
Maine
$467K – – –
ETIA
2288
Epic Trust Investment Advisors
Washington
$464K – – –
BCMO
2289
Buckingham Capital Management (Ohio)
Ohio
$462K -$126K -282 -21%
FA
2290
Fermata Advisors
California
$462K -$11.6M -26,131 -96%
SFG
2291
Sterling Financial Group
California
$461K +$461K +1,035 New
GCP
2292
Gill Capital Partners
Colorado
$459K +$122K +273 +36%
UFF
2293
USA Financial Formulas
Michigan
$458K -$135K -302 -23%
UBV
2294
United Bank (Virginia)
Virginia
$457K – – –
CG
2295
Cutler Group
California
$456K -$1.65M -3,700 -78%
MLL
2296
Moody Lynn & Lieberson
Massachusetts
$456K -$80.2K -180 -15%
PFG
2297
Pinnacle Financial Group
Illinois
$455K -$88.7K -199 -16%
MA
2298
Mezzasalma Advisors
New Jersey
$453K +$90.5K +203 +25%
MCM
2299
Morton Capital Management
California
$451K -$74.9K -168 -14%
NW
2300
Naviter Wealth
Arkansas
$451K +$451K +1,012 New
90 91
92
93 94