IVV icon

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 %
TPW
2376
TL Private Wealth
Texas
$358K +$1.33K +3 +0.4%
FWP
2377
Falcon Wealth Planning
California
$354K +$87.8K +197 +33%
GWAG
2378
Garrett Wealth Advisory Group
Texas
$354K – – –
AC
2379
AIFG Consultants
New York
$354K +$446 +1 +0.1%
BWM
2380
BlackDiamond Wealth Management
New York
$352K +$7.33K +16 +2%
CAP
2381
Columbia Advisory Partners
Washington
$352K -$126K -282 -26%
MFG
2382
Monte Financial Group
Connecticut
$349K -$231K -518 -40%
IWP
2383
Invenio Wealth Partners
Florida
$349K +$349K +784 New
SWM
2384
SFG Wealth Management
Maryland
$349K -$34.8K -78 -9%
PW
2385
Peninsula Wealth
California
$348K +$891 +2 +0.3%
CNC
2386
Citizens & Northern Corp
Pennsylvania
$346K -$17.4K -39 -5%
HVIA
2387
Hudson Valley Investment Advisors
New York
$345K -$15.2K -34 -4%
RA
2388
Rise Advisors
New York
$345K -$30.3K -68 -8%
BFA
2389
Bill Few Associates
Pennsylvania
$345K – – –
DA
2390
Dover Advisors
Virginia
$343K -$3.57K -8 -1%
AMBIA
2391
Allen Mooney & Barnes Investment Advisors
Georgia
$342K +$892 +2 +0.3%
SKK
2392
Shepherd Kaplan Krochuk
Massachusetts
$342K +$16.1K +36 +5%
FA
2393
Fagan Associates
New York
$342K – – –
UBS AM
2394
UBS AM
Illinois
$342K – – –
MIP
2395
Marietta Investment Partners
Wisconsin
$341K -$6.69K -15 -2%
RA
2396
Rockingstone Advisors
Massachusetts
$339K – – –
CPA
2397
Court Place Advisors
Maryland
$338K -$446K -1,000 -57%
RFN
2398
RDA Financial Network
Iowa
$338K +$3.12K +7 +0.9%
WAM
2399
WealthTrust Asset Management
Florida
$338K +$446 +1 +0.1%
CRWM
2400
Castle Rock Wealth Management
California
$336K +$98.6K +223 +41%
94 95
96
97 98