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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 %
CSB
2301
City State Bank
Iowa
$451K -$446 -1 -0.1%
BIA
2302
Barry Investment Advisors
Massachusetts
$450K -$48.6K -109 -10%
EB
2303
Eastern Bank
Massachusetts
$446K -$159K -356 -26%
SWK
2304
Stephen W. Kidder
$446K – – –
WA
2305
WESPAC Advisors
California
$446K +$59.7K +134 +15%
SIAG
2306
Safeguard Investment Advisory Group
California
$445K -$18.7K -42 -4%
FNBSF
2307
First National Bank Sioux Falls
South Dakota
$443K +$22.7K +51 +5%
TCM
2308
Tandem Capital Management
New Jersey
$440K – – –
GG
2309
Gleason Group
Kentucky
$440K +$206K +461 +88%
CWP
2310
CFM Wealth Partners
Texas
$440K -$4.01K -9 -0.9%
CPRC
2311
Consolidated Portfolio Review Corp
New York
$438K -$62.8K -141 -13%
AAIM
2312
Asset Advisors Investment Management
Georgia
$436K – – –
AWM
2313
Aberdeen Wealth Management
Illinois
$435K – – –
GFWA
2314
Grey Fox Wealth Advisors
Delaware
$434K -$17.8K -40 -4%
GA
2315
GoalVest Advisory
New York
$428K +$23.6K +53 +6%
SIC
2316
SJS Investment Consulting
Ohio
$428K +$223K +500 +109%
ACM
2317
Altrius Capital Management
North Carolina
$425K +$18.3K +41 +4%
WA
2318
Wealthstream Advisors
New York
$423K +$891 +2 +0.2%
RCG
2319
Regatta Capital Group
California
$422K +$35.7K +80 +9%
WP
2320
Wealthspan Partners
Iowa
$422K -$310K -696 -42%
AP
2321
Americana Partners
Texas
$421K +$156K +350 +59%
CA
2322
Cambridge Advisors
Nebraska
$420K – – –
HP
2323
Hyperion Partners
Pennsylvania
$420K – – –
TNA
2324
True North Advisors
Texas
$420K -$33K -74 -7%
TWM
2325
Tanager Wealth Management
United Kingdom
$419K – – –
91 92
93
94 95