IVV icon

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 %
FFG
2326
Frisch Financial Group
New York
$361K -$47.3K -115 -12%
SHA
2327
Seneca House Advisors
Virginia
$361K – – –
CP
2328
Covenant Partners
Tennessee
$360K – – –
UBG
2329
United Bank (Georgia)
Georgia
$359K -$2.47K -6 -0.7%
JLBC
2330
J.L. Bainbridge & Co
Florida
$357K -$288K -700 -45%
SCI
2331
Stableford Capital II
Arizona
$357K -$95.4K -248 -21%
DWA
2332
Douglass Winthrop Advisors
New York
$356K +$356K +867 New
WA
2333
WESPAC Advisors
California
$356K +$356K +866 New
PAWA
2334
Palo Alto Wealth Advisors
California
$356K -$52.2K -127 -13%
HBT
2335
Hills Bank & Trust
Iowa
$356K +$123K +299 +53%
TF
2336
Theory Financial
Colorado
$355K +$2.06K +5 +0.6%
SWM
2337
SFG Wealth Management
Maryland
$354K +$411 +1 +0.1%
MRCM
2338
M&R Capital Management
New Jersey
$351K – – –
SFFS
2339
Stonehage Fleming Financial Services
Jersey
$349K -$12.1M -29,378 -97%
GC
2340
Garde Capital
Washington
$347K -$21K -51 -6%
RA
2341
Rise Advisors
New York
$346K -$15.2K -37 -4%
DFA
2342
Delta Financial Advisors
Louisiana
$344K +$26.3K +64 +8%
NWA
2343
Navis Wealth Advisors
New York
$344K +$4.93K +12 +1%
WA
2344
WealthTrust Axiom
Pennsylvania
$344K +$19.3K +47 +6%
MAM
2345
McLean Asset Management
Virginia
$343K -$91.3K -222 -21%
UBS AM
2346
UBS AM
Illinois
$342K +$342K +831 New
IHWM
2347
Iron Horse Wealth Management
Iowa
$341K – – –
FPGT
2348
Financial Partners Group (Tennessee)
Tennessee
$341K +$1.23K +3 +0.4%
MAWA
2349
Moss Adams Wealth Advisors
Washington
$340K +$9.86K +24 +3%
GWSG
2350
GPS Wealth Strategies Group
Colorado
$339K +$339K +825 New
92 93
94
95 96