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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 %
PA
2351
Probity Advisors
Texas
$387K +$387K +868 New
DWA
2352
Douglass Winthrop Advisors
New York
$386K – – –
UBG
2353
United Bank (Georgia)
Georgia
$385K -$4.01K -9 -1%
TIM
2354
Tevis Investment Management
Texas
$378K -$185K -416 -33%
SHA
2355
Seneca House Advisors
Virginia
$375K -$15.6K -35 -4%
AWM
2356
Accurate Wealth Management
Florida
$374K -$207K -459 -36%
WA
2357
WealthTrust Axiom
Pennsylvania
$373K – – –
NWA
2358
Navis Wealth Advisors
New York
$372K -$445 -1 -0.1%
MAM
2359
McLean Asset Management
Virginia
$371K – – –
LA
2360
LVW Advisors
New York
$371K -$184K -413 -33%
POIA
2361
Pin Oak Investment Advisors
Texas
$371K +$101K +227 +37%
FPGT
2362
Financial Partners Group (Tennessee)
Tennessee
$371K +$1.34K +3 +0.4%
IHWM
2363
Iron Horse Wealth Management
Iowa
$370K – – –
I
2364
IMPACTfolio
Colorado
$369K +$369K +829 New
GC
2365
Garde Capital
Washington
$369K -$7.14K -16 -2%
FSG
2366
Financial Strategies Group
Michigan
$368K -$336K -754 -48%
RCS
2367
Retirement Capital Strategies
California
$367K – – –
AIM
2368
Avity Investment Management
Connecticut
$365K – – –
CFA
2369
Capstone Financial Advisors
Illinois
$364K -$29.9K -67 -8%
ESBC
2370
E.S. Barr & Co
Kentucky
$361K +$361K +811 New
MIC
2371
Meridian Investment Counsel
California
$361K +$66.9K +150 +23%
RW
2372
RVW Wealth
California
$360K +$360K +808 New
MAWA
2373
Moss Adams Wealth Advisors
Washington
$359K -$8.91K -20 -2%
PAWA
2374
Palo Alto Wealth Advisors
California
$359K -$26.7K -60 -7%
CAM
2375
Columbia Asset Management
Michigan
$358K +$41.9K +94 +13%
93 94
95
96 97