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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 %
CWP
2401
Core Wealth Partners
California
$335K +$445 +1 +0.1%
IC
2402
Innealta Capital
Texas
$335K – – –
SAM
2403
Seelaus Asset Management
New Jersey
$334K – – –
OBGC
2404
O'Brien Greene & Co
Pennsylvania
$334K – – –
RCM
2405
RNC Capital Management
California
$334K +$334K +748 New
SPI
2406
Sutton Place Investors
New York
$334K – – –
MRCM
2407
M&R Capital Management
New Jersey
$334K -$46.8K -105 -12%
EP
2408
EPIQ Partners
Minnesota
$333K +$82.9K +186 +33%
HBT
2409
Hills Bank & Trust
Iowa
$330K -$55.3K -124 -14%
FPIS
2410
Financial Planning & Information Services
Wisconsin
$330K +$91.4K +205 +38%
IP
2411
Ignite Planners
California
$329K -$322K -731 -49%
SF
2412
Safeguard Financial
Wisconsin
$328K +$9.79K +22 +3%
JWBC
2413
J.W. Burns & Co
New York
$326K – – –
ACM
2414
Alpha Capital Management
Texas
$326K – – –
GWA
2415
GGM Wealth Advisors
Maryland
$324K +$324K +729 New
NAMM
2416
NorthStar Asset Management (Massachusetts)
Massachusetts
$324K – – –
CFFP
2417
Center for Financial Planning
Michigan
$321K – – –
TWM
2418
TriaGen Wealth Management
California
$320K – – –
ANBT
2419
American National Bank & Trust
Texas
$320K – – –
CMP
2420
Coston McIsaac & Partners
Maine
$319K – – –
WOC
2421
West Oak Capital
California
$317K – – –
HTHT
2422
Hemenway Trust Hemenway Trust
New Hampshire
$316K +$33.4K +75 +12%
FWM
2423
FSA Wealth Management
Massachusetts
$316K +$446 +1 +0.1%
DK
2424
David Kennon
Florida
$314K +$57.1K +128 +22%
CIA
2425
Caerus Investment Advisors
Texas
$312K – – –
95 96
97
98 99