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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 %
MA
2301
MAS Advisors
Florida
$393K – – –
FFG
2302
Fullen Financial Group
Ohio
$392K -$10K -24 -2%
WA
2303
Wealthstream Advisors
New York
$390K -$1.64K -4 -0.4%
HWM
2304
HFG Wealth Management
Texas
$388K +$388K +945 New
PHS
2305
Pekin Hardy Strauss
Illinois
$388K +$116K +283 +43%
FNBSF
2306
First National Bank Sioux Falls
South Dakota
$388K – – –
CA
2307
Cambridge Advisors
Nebraska
$388K – – –
HP
2308
Hyperion Partners
Pennsylvania
$387K +$411 +1 +0.1%
TWM
2309
Tanager Wealth Management
United Kingdom
$386K +$386K +939 New
SA
2310
Sunesis Advisors
Kansas
$386K +$386K +938 New
VPIM
2311
Vanguard Personalized Indexing Management
California
$385K -$38.6K -94 -9%
NIM
2312
Nicollet Investment Management
Minnesota
$382K +$382K +930 New
TWA
2313
Talisman Wealth Advisors
New Jersey
$381K +$6.57K +16 +2%
TWM
2314
TMD Wealth Management
Arizona
$380K +$30K +73 +9%
FCCM
2315
First City Capital Management
Georgia
$377K – – –
RB
2316
Richmond Brothers
Michigan
$376K -$65.4K -159 -15%
ACM
2317
Altrius Capital Management
North Carolina
$375K – – –
SAM
2318
Sequent Asset Management
Texas
$374K – – –
GA
2319
GoalVest Advisory
New York
$373K +$142K +345 +61%
BPFA
2320
Barnes Pettey Financial Advisors
Mississippi
$371K -$33.3K -81 -8%
CCA
2321
Cravens & Co Advisors
Tennessee
$370K – – –
IAS
2322
Insigneo Advisory Services
Florida
$367K -$149K -363 -29%
NCM
2323
Neumann Capital Management
California
$364K – – –
CFA
2324
Capstone Financial Advisors
Illinois
$364K +$1.23K +3 +0.3%
EWS
2325
Evergreen Wealth Solutions
Pennsylvania
$363K +$363K +883 New
91 92
93
94 95