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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,515 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,138 increasing their positions, 950 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,515
Holders Change
-60
Holders Change %
-2.33%
% of All Funds
42.53%
Holding in Top 10
801
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-3.73%
% of All Funds
13.54%
New
103
Increased
1,138
Reduced
950
Closed
126
Calls
$273M
Puts
$228M
Net Calls
+$44.7M
Net Calls Change
+$1.22B

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
226
Element Pointe Advisors
Florida
$72.7M +$3.58M +9,452 +5%
MA
227
Montag & Associates
Georgia
$72.7M +$7.37M +19,436 +11%
Amundi
228
Amundi
France
$71.5M +$71.5M +188,190 New
CA
229
CSM Advisors
Pennsylvania
$71.2M +$32.1M +84,685 +82%
HIH
230
HRS Investment Holdings
New York
$71M – – –
AF
231
Allworth Financial
California
$70.8M +$2.38M +6,285 +3%
BMCM
232
Bryn Mawr Capital Management
Pennsylvania
$70.8M +$720K +1,899 +1%
OPS
233
Orion Portfolio Solutions
Nebraska
$70.1M +$6.73M +17,741 +11%
AT
234
Arvest Trust
Oklahoma
$69.9M -$1.63M -4,287 -2%
PP
235
Prudential plc
United Kingdom
$69.7M -$15M -39,250 -18%
UID
236
Union Investments & Development
Israel
$68.2M +$32.2M +85,000 +90%
BWM
237
Baystate Wealth Management
Massachusetts
$68.1M +$1.02M +2,703 +2%
MIH
238
Meitav Investment House
Israel
$67.3M +$12.7M +33,848 +23%
HS
239
Horan Securities
United States
$66.6M +$1.65M +4,289 +3%
WA
240
Wilshire Advisors
California
$66.4M +$109K +288 +0.2%
AIIMS
241
Analyst IMS Investment Management Services
Israel
$66M +$11.9M +31,435 +22%
FHA
242
First Horizon Advisors
Tennessee
$65.4M +$40.3M +106,348 +161%
TCM
243
Twele Capital Management
Minnesota
$65.3M +$606K +1,598 +0.9%
Kayne Anderson Rudnick Investment Management
244
Kayne Anderson Rudnick Investment Management
California
$65.1M +$1.11M +2,920 +2%
MGIA
245
Moneta Group Investment Advisors
Missouri
$64.5M +$13.6M +35,860 +27%
HFA
246
High Falls Advisors
New York
$64.2M +$424K +1,117 +0.7%
MB
247
MUFG Bank
Japan
$64.2M +$64.2M +169,400 New
FMWA
248
Forvis Mazars Wealth Advisors
Missouri
$64.2M +$855K +2,254 +1%
DADC
249
D.A. Davidson & Co
Montana
$63.9M +$2.36M +6,216 +4%
MIS
250
Morningstar Investment Services
Illinois
$63.7M +$13.9M +36,268 +28%
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