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 %
NC
2426
NBW Capital
Massachusetts
$312K -$128K -287 -29%
PCM
2427
Pointe Capital Management
Michigan
$311K – – –
RG
2428
Rathbones Group
United Kingdom
$311K – – –
BC
2429
Brio Consultants
California
$311K -$27.6K -62 -8%
BFIM
2430
Beese Fulmer Investment Management
Ohio
$310K +$891 +2 +0.3%
RBCM
2431
Raub Brock Capital Management
California
$310K +$5.35K +12 +2%
PHS
2432
Pekin Hardy Strauss
Illinois
$310K -$111K -250 -26%
IWP
2433
Insight Wealth Partners
Texas
$309K +$309K +694 New
SPWG
2434
Syntegra Private Wealth Group
Missouri
$309K -$299K -671 -49%
CWP
2435
Cyndeo Wealth Partners
Florida
$308K +$9.36K +21 +3%
LK
2436
Lumbard & Kellner
New Hampshire
$308K -$192K -431 -38%
OPPS
2437
Obsidian Personal Planning Solutions
Maryland
$306K +$306K +687 New
MSS
2438
Mitchell Sinkler & Starr
Pennsylvania
$306K – – –
NG
2439
NWK Group
California
$305K – – –
FMTCOCP
2440
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$305K – – –
BSG
2441
Black Swift Group
Colorado
$305K +$81.6K +183 +37%
FNBTCON
2442
First National Bank & Trust Co of Newtown
Pennsylvania
$305K – – –
HFP
2443
Holistic Financial Partners
Indiana
$305K +$3.56K +8 +1%
AWM
2444
AllSquare Wealth Management
New York
$303K -$844 -2 -0.3%
BIA
2445
Benchmark Investment Advisors
Illinois
$302K +$2.67K +6 +0.9%
WTFG
2446
Wells Trecaso Financial Group
Ohio
$301K – – –
EA
2447
Ellsworth Advisors
Ohio
$301K +$891 +2 +0.3%
AIC
2448
Argus Investors Counsel
New York
$300K -$3.12K -7 -1%
Fayez Sarofim & Co
2449
Fayez Sarofim & Co
Texas
$299K -$27.2K -61 -8%
CP
2450
Castleview Partners
Texas
$299K +$72.7K +163 +32%
96 97
98
99 100