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 %
ANBT
2401
American National Bank & Trust
Texas
$295K -$25.1K -61 -8%
CMP
2402
Coston McIsaac & Partners
Maine
$294K -$317K -772 -52%
SF
2403
Safeguard Financial
Wisconsin
$294K -$87.6K -213 -23%
AP
2404
Atwood & Palmer
Missouri
$294K – – –
WOC
2405
West Oak Capital
California
$293K -$30.8K -75 -10%
CAM
2406
Columbia Asset Management
Michigan
$291K – – –
FWM
2407
FSA Wealth Management
Massachusetts
$291K +$39.5K +96 +16%
SMI
2408
Shelter Mutual Insurance
Missouri
$288K – – –
CIA
2409
Caerus Investment Advisors
Texas
$288K – – –
SSWM
2410
Strait & Sound Wealth Management
California
$287K -$2.47K -6 -0.9%
PCM
2411
Pointe Capital Management
Michigan
$287K +$38.6K +94 +16%
RG
2412
Rathbones Group
United Kingdom
$287K – – –
IW
2413
Imprint Wealth
South Carolina
$286K +$286K +694 New
PRWA
2414
Platte River Wealth Advisors
Colorado
$285K -$51K -124 -15%
BFIM
2415
Beese Fulmer Investment Management
Ohio
$285K -$8.22K -20 -3%
MSS
2416
Mitchell Sinkler & Starr
Pennsylvania
$282K +$282K +686 New
FMTCOCP
2417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282K – – –
NG
2418
NWK Group
California
$282K – – –
FNBTCON
2419
First National Bank & Trust Co of Newtown
Pennsylvania
$281K +$20.6K +50 +8%
RBCM
2420
Raub Brock Capital Management
California
$281K +$6.99K +17 +3%
AIC
2421
Argus Investors Counsel
New York
$280K -$1.64K -4 -0.6%
BCP
2422
Blue Chip Partners
Michigan
$278K +$1.23K +3 +0.4%
HFP
2423
Holistic Financial Partners
Indiana
$278K -$279K -680 -50%
WTFG
2424
Wells Trecaso Financial Group
Ohio
$277K -$20.6K -50 -7%
EA
2425
Ellsworth Advisors
Ohio
$277K -$2.47K -6 -0.9%
95 96
97
98 99