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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 %
TSS
2451
Two Sigma Securities
New York
$298K -$2.29M -5,139 -88%
PWM
2452
Prentice Wealth Management
New York
$298K – – –
CPP
2453
Capasso Planning Partners
South Carolina
$297K +$446 +1 +0.2%
HIA
2454
HTG Investment Advisors
Connecticut
$297K – – –
SFWC
2455
Strategic Family Wealth Counselors
New Jersey
$297K +$446 +1 +0.2%
OPCM
2456
Osborne Partners Capital Management
California
$295K +$12.5K +28 +4%
LWMG
2457
Levy Wealth Management Group
Pennsylvania
$295K +$891 +2 +0.3%
CAM
2458
Congress Asset Management
Massachusetts
$294K +$294K +659 New
PIM
2459
Penobscot Investment Management
Massachusetts
$293K – – –
PGF
2460
Plan Group Financial
Oklahoma
$293K +$293K +657 New
EAM
2461
Empirical Asset Management
Massachusetts
$292K +$446 +1 +0.2%
AIS
2462
AM Investment Strategies
Tennessee
$290K +$11.6K +26 +4%
CG
2463
CFO4Life Group
Texas
$289K +$32.1K +72 +13%
PMG
2464
Private Management Group
California
$288K -$44.6K -100 -13%
KFG
2465
Kingdom Financial Group
Arizona
$287K +$287K +644 New
EB
2466
Exchange Bank
California
$285K +$285K +640 New
PFM
2467
Patton Fund Management
Texas
$285K -$52.6M -117,997 -99%
SFG
2468
Synergy Financial Group
California
$283K +$8.02K +18 +3%
EF
2469
Empirical Finance
Pennsylvania
$282K -$4.46K -10 -2%
NC
2470
NewSquare Capital
Pennsylvania
$281K +$65.1K +146 +30%
UF
2471
Univest Financial
Pennsylvania
$281K +$281K +630 New
LF
2472
LifeSteps Financial
California
$279K – – –
NPA
2473
Nichols & Pratt Advisers
Massachusetts
$279K +$279K +626 New
AFS
2474
AFG Fiduciary Services
Massachusetts
$279K +$35.7K +79 +15%
CHC
2475
City Holding Co
West Virginia
$279K -$15.6K -35 -5%
97 98
99
100 101