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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 %
VPIM
2326
Vanguard Personalized Indexing Management
California
$417K – – –
HCMG
2327
Howard Capital Management Group
California
$416K -$95K -213 -19%
NIM
2328
Nicollet Investment Management
Minnesota
$415K – – –
TWA
2329
Talisman Wealth Advisors
New Jersey
$415K +$892 +2 +0.2%
LWM
2330
Lodestone Wealth Management
Washington
$414K -$15.2K -34 -4%
MG
2331
MilWealth Group
Wisconsin
$413K -$20.9K -47 -5%
SEIA
2332
Signature Estate & Investment Advisors
California
$412K -$42.7K -96 -9%
MA
2333
MAS Advisors
Florida
$410K -$16K -36 -4%
OFP
2334
OLIO Financial Planning
Virginia
$408K +$43.2K +97 +12%
FSA
2335
Financial Sense Advisors
California
$406K -$59.3K -133 -13%
RCG
2336
Rock Creek Group
District of Columbia
$406K -$226K -507 -36%
SAM
2337
Sequent Asset Management
Texas
$405K – – –
UWM
2338
USAdvisors Wealth Management
Minnesota
$405K -$68.2K -153 -14%
RB
2339
Richmond Brothers
Michigan
$403K -$4.46K -10 -1%
USB
2340
Union Savings Bank
Connecticut
$402K +$402K +874 New
FCCM
2341
First City Capital Management
Georgia
$402K – – –
LDB
2342
Lee, Danner & Bass
Tennessee
$402K +$68.6K +154 +21%
CCA
2343
Cravens & Co Advisors
Tennessee
$401K – – –
KOMWMG
2344
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$400K -$103K -230 -20%
RIL
2345
Rothschild Investment LLC
Illinois
$400K +$47.7K +107 +14%
PEA
2346
Park Edge Advisors
Ohio
$398K -$29K -65 -7%
NCM
2347
Neumann Capital Management
California
$394K – – –
CBT
2348
CoreFirst Bank & Trust
Kansas
$391K +$310K +695 +382%
CP
2349
Covenant Partners
Tennessee
$390K – – –
JLBC
2350
J.L. Bainbridge & Co
Florida
$387K – – –
92 93
94
95 96