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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,000 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

Holders
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3B
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.97B
3
Goldman Sachs
3
Goldman Sachs
New York
$8.61B
4
Millennium Management
4
Millennium Management
New York
$3.4B
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.45B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.99B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.91B
3
Bank of America
3
Bank of America
North Carolina
$7.44B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$37.5M
5
EW
5
Evoke Wealth
California
$452K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$32.8B 68,688,341 +124,905 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$18.3B 38,223,850 +20,631,367 +117%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.1B 33,734,819 +1,118,746 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$15B 31,312,746 +1,687,719 +6%
Goldman Sachs
5
Goldman Sachs
New York
$8.61B 18,021,942 +6,132,471 +52%
Marshall Wace
6
Marshall Wace
United Kingdom
$7.97B 16,685,000 +7,667,000 +85%
Wells Fargo
7
Wells Fargo
California
$7.73B 16,191,297 +393,297 +2%
Bank of America
8
Bank of America
North Carolina
$7.44B 15,566,510 -1,748,863 -10%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$6.98B 14,623,031 +195,022 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.32B 13,224,685 +2,189,172 +20%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$5.99B 12,546,130 -5,344,348 -30%
LPL Financial
12
LPL Financial
California
$4.68B 9,800,047 +835,241 +9%
FCAS
13
First Command Advisory Services
Texas
$4.26B 8,925,508 +50,070 +0.6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.87B 8,105,925 +1,029,446 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.56B 7,446,115 +228,840 +3%
Millennium Management
16
Millennium Management
New York
$3.4B 12,528,397 +9,767,873 +354%
Ameriprise
17
Ameriprise
Minnesota
$3.36B 7,050,640 +572,107 +9%
US Bancorp
18
US Bancorp
Minnesota
$3.25B 6,802,926 +613,035 +10%
Truist Financial
19
Truist Financial
North Carolina
$3.19B 6,671,265 +424,952 +7%
Wolverine Trading
20
Wolverine Trading
Illinois
$3.19B 6,669,796 +119,100 +2%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$2.78B 5,828,441 +388,938 +7%
Prudential Financial
22
Prudential Financial
New Jersey
$2.45B 5,133,382 +2,624,141 +105%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.43B 5,079,953 +237,203 +5%
Northern Trust
24
Northern Trust
Illinois
$2.17B 4,534,775 +450,513 +11%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.91B 3,992,701 -1,814,889 -31%
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