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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.7B
2
Goldman Sachs
Goldman Sachs
New York
+$1.68B
3
Osaic Holdings
Osaic Holdings
Arizona
+$632M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$465M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$441M

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
-$1.54B
2
SLI
Sumitomo Life Insurance
Japan
-$1.07B
3
BlackRock
BlackRock
New York
-$826M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$538M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
2501
Simplex Trading
Illinois
– -$34.3M -90,501 Closed
SCP
2502
Syntal Capital Partners
Texas
– -$30.9M -81,424 Closed
CNHF
2503
Conrad N. Hilton Foundation
California
– -$18.3M -48,245 Closed
CWA
2504
Choice Wealth Advisors
Maine
– -$16.5M -43,450 Closed
EFSCE
2505
Enterprise Financial Services Corp (EFSC)
Missouri
– -$8.48M -22,360 Closed
RWIA
2506
Roger Wittlin Investment Advisory
California
– -$6.59M -17,379 Closed
CIAS
2507
CFS Investment Advisory Services
New Jersey
– -$5.89M -15,528 Closed
MFP
2508
Meridian Financial Partners
Virginia
– -$4.5M -11,172 Closed
CCM
2509
Ciovacco Capital Management
Georgia
– -$3.91M -10,307 Closed
ARC
2510
Advisor Resource Council
Texas
– -$3.31M -8,717 Closed
WG
2511
Welch Group
Alabama
– -$3.29M -8,674 Closed
OAM
2512
Oak Asset Management
California
– -$2.21M -5,831 Closed
IMRF
2513
Illinois Municipal Retirement Fund
Illinois
– -$2.05M -5,411 Closed
VIA
2514
Vident Investment Advisory
Georgia
– -$1.94M -5,121 Closed
MFIMFI
2515
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.66M -4,377 Closed
CA
2516
Cullinan Associates
Kentucky
– -$1.52M -4,000 Closed
DMIC
2517
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$1.5M -3,966 Closed
EP
2518
Eudaimonia Partners
Tennessee
– -$1.24M -3,260 Closed
TSS
2519
Two Sigma Securities
New York
– -$946K -2,494 Closed
PIA
2520
Pinion Investment Advisors
Kansas
– -$938K -2,475 Closed
HPCM
2521
Hunter Perkins Capital Management
Illinois
– -$911K -2,404 Closed
LHWM
2522
Lake Hills Wealth Management
Texas
– -$883K -2,329 Closed
FMI
2523
F/M Investments
District of Columbia
– -$993K -2,309 Closed
BFG
2524
Berger Financial Group
Minnesota
– -$809K -2,133 Closed
BA
2525
Bridgewater Advisors
New York
– -$740K -1,953 Closed
99 100
101
102 103