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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.02B
2
AWA
Arete Wealth Advisors
Illinois
+$1.41B
3
FCAS
First Command Advisory Services
Texas
+$988M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$694M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$670M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$718M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$432M
4
Morgan Stanley
Morgan Stanley
New York
-$426M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
2476
Navalign LLC
California
$252K -$28K -73 -10%
RIL
2477
Rothschild Investment LLC
Illinois
$251K -$82.1K -214 -25%
PAM
2478
Private Asset Management
California
$251K +$1.92K +5 +0.8%
EAM
2479
Empirical Asset Management
Massachusetts
$250K +$1.15K +3 +0.5%
Capital World Investors
2480
Capital World Investors
California
$249K +$249K +647 New
AP
2481
Americana Partners
Texas
$249K +$249K +648 New
DL
2482
DOHJ LLC
Washington
$248K +$248K +645 New
SFG
2483
Synergy Financial Group
California
$246K – – –
HIS
2484
Harvest Investment Services
Illinois
$246K – – –
HIM
2485
Hotaling Investment Management
Pennsylvania
$244K – – –
HTHT
2486
Hemenway Trust Hemenway Trust
New Hampshire
$244K -$1.92K -5 -0.8%
FNBTCON
2487
First National Bank & Trust Co of Newtown
Pennsylvania
$244K -$183K -477 -43%
CCM
2488
Cribstone Capital Management
Maine
$242K +$384 +1 +0.2%
ST
2489
Sabal Trust
Florida
$242K – – –
LF
2490
LifeSteps Financial
California
$241K – – –
FWP
2491
Falcon Wealth Planning
California
$240K +$240K +626 New
HHAA
2492
Henry H. Armstrong Associates
Pennsylvania
$240K – – –
AIS
2493
AM Investment Strategies
Tennessee
$240K +$240K +624 New
OFP
2494
OLIO Financial Planning
Virginia
$239K – – –
SPA
2495
Sentinel Pension Advisors
Massachusetts
$239K -$21.9K -57 -8%
TYCC
2496
Texas Yale Capital Corp
Florida
$238K – – –
MA
2497
Momentum Advisors
New York
$238K – – –
BRA
2498
Biechele Royce Advisors
Indiana
$237K +$384 +1 +0.2%
RWG
2499
Ratio Wealth Group
Colorado
$237K – – –
FWM
2500
FSA Wealth Management
Massachusetts
$235K -$9.98K -26 -4%
98 99
100
101 102