IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
2501
Financial Enhancement Group
Indiana
$111K -$6.82K -15 -6%
ACA
2502
Atlas Capital Advisors
Wyoming
$111K – – –
POIA
2503
Pin Oak Investment Advisors
Texas
$110K -$905 -2 -0.8%
MSFP
2504
Mark Sheptoff Financial Planning
Connecticut
$108K – – –
KFO
2505
Kopp Family Office
Minnesota
$106K – – –
IF
2506
Integrity Financial
Wyoming
$103K -$80K -177 -44%
AWM
2507
Accel Wealth Management
Iowa
$96K -$57.8K -127 -38%
ARIS
2508
Advanced Research Investment Solutions
California
$95K – – –
KA
2509
Kozak & Associates
Colorado
$95K – – –
CWM
2510
CarsonAllaria Wealth Management
Illinois
$90K – – –
CWM
2511
Cedar Wealth Management
California
$88K -$122K -268 -58%
MAM
2512
Marquette Asset Management
Minnesota
$88K -$2.26K -5 -3%
TFP
2513
Tilia Fiduciary Partners
North Carolina
$87K – – –
YAL
2514
Your Advocates Ltd
Texas
$86K – – –
BAM
2515
Bellevue Asset Management
Washington
$85K -$16.1K -35 -16%
PG
2516
Proffitt & Goodson
Tennessee
$81K – – –
MCM
2517
Manchester Capital Management
Vermont
$77K – – –
FMB
2518
Field & Main Bank
Kentucky
$72K – – –
BFG
2519
Baron Financial Group
New Jersey
$70.8K – – –
HNWAG
2520
High Net Worth Advisory Group
Florida
$70K – – –
RTC
2521
Riverview Trust Company
Washington
$68K – – –
PCTC
2522
Perkins Coie Trust Company
Washington
$67K – – –
CWA
2523
Carolina Wealth Advisors
South Carolina
$64K – – –
Macquarie Group
2524
Macquarie Group
Australia
$60.5K -$1.67K -3,672 -3%
HA
2525
Herold Advisors
New York
$58.5K +$58.5K +129 New
99 100
101
102 103