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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 %
CPC
2501
Consolidated Planning Corp
Georgia
$234K – – –
CF
2502
Copperwynd Financial
Arizona
$234K -$6.91K -18 -3%
POIA
2503
Pin Oak Investment Advisors
Texas
$233K +$96.9K +252 +71%
LS
2504
Leelyn Smith
Illinois
$233K +$74.5K +194 +47%
KA
2505
Kearns & Associates
California
$232K – – –
PCM
2506
Pointe Capital Management
Michigan
$232K -$86.4K -225 -27%
TA
2507
TFG Advisers
Michigan
$231K -$1.54K -4 -0.7%
CBOR
2508
Community Bank of Raymore
Missouri
$231K – – –
AG
2509
Advocate Group
Minnesota
$231K – – –
RSS
2510
Rosenblum Silverman Sutton
California
$230K – – –
G
2511
GenTrust
Florida
$229K +$229K +596 New
TAM
2512
Taurus Asset Management
New York
$227K -$19.2K -50 -8%
NB
2513
NBT Bank
New York
$227K – – –
BWL
2514
Bogart Wealth LLC
Virginia
$226K -$90.6K -236 -29%
TSWM
2515
Triangle Securities Wealth Management
North Carolina
$225K +$225K +586 New
KWM
2516
KFG Wealth Management
Indiana
$224K +$224K +584 New
RWA
2517
Rainsberger Wealth Advisors
Colorado
$224K +$768 +2 +0.3%
WWG
2518
West Wealth Group
California
$224K +$1.54K +4 +0.7%
OFG
2519
Orcam Financial Group
California
$221K – – –
ACM
2520
Ategra Capital Management
Virginia
$221K -$6.15K -16 -3%
SCM
2521
Stonehearth Capital Management
Massachusetts
$220K – – –
SGWM
2522
Sterling Group Wealth Management
California
$220K +$220K +573 New
FA
2523
Financial Alternatives
California
$220K +$220K +573 New
LCM
2524
LVM Capital Management
Michigan
$219K -$7.67K -20 -3%
CWM
2525
Compass Wealth Management
Connecticut
$219K +$219K +570 New
99 100
101
102 103