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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 %
RA
2376
Rockingstone Advisors
Massachusetts
$313K +$313K +761 New
BC
2377
Brio Consultants
California
$313K -$4.94K -12 -2%
SAM
2378
Seelaus Asset Management
New Jersey
$312K – – –
WAM
2379
WealthTrust Asset Management
Florida
$311K +$822 +2 +0.3%
GCP
2380
Gill Capital Partners
Colorado
$311K +$7.4K +18 +2%
RFN
2381
RDA Financial Network
Iowa
$309K +$6.58K +16 +2%
IC
2382
Innealta Capital
Texas
$309K -$626K -1,523 -67%
CWP
2383
Core Wealth Partners
California
$309K +$309K +751 New
OBGC
2384
O'Brien Greene & Co
Pennsylvania
$308K -$17.2K -42 -5%
SPI
2385
Sutton Place Investors
New York
$308K -$1.64K -4 -0.5%
BWM
2386
BlackDiamond Wealth Management
New York
$307K -$68.1K -167 -18%
LDB
2387
Lee, Danner & Bass
Tennessee
$307K -$4.1K -10 -1%
PMG
2388
Private Management Group
California
$307K +$16.9K +41 +6%
Fayez Sarofim & Co
2389
Fayez Sarofim & Co
Texas
$301K -$135K -327 -31%
SHFA
2390
SS&H Financial Advisors
Michigan
$301K +$301K +732 New
MCIA
2391
Mountain Capital Investment Advisors
Colorado
$301K -$17.4K -42 -5%
SKK
2392
Shepherd Kaplan Krochuk
Massachusetts
$301K -$132K -321 -31%
PF
2393
Parker Financial
Washington
$301K +$301K +731 New
JWBC
2394
J.W. Burns & Co
New York
$300K – – –
RFM
2395
Royal Fund Management
Florida
$299K -$342K -831 -53%
NAMM
2396
NorthStar Asset Management (Massachusetts)
Massachusetts
$298K -$41.1K -100 -12%
CFFP
2397
Center for Financial Planning
Michigan
$296K – – –
NRWA
2398
North Ridge Wealth Advisors
Oregon
$296K +$296K +721 New
AWM
2399
AllSquare Wealth Management
New York
$296K -$4.11K -10 -1%
TWM
2400
TriaGen Wealth Management
California
$295K +$15.2K +37 +5%
94 95
96
97 98