IVV icon

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
$7.24B
2
Morgan Stanley
Morgan Stanley
New York
$5.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.64B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
United Services Automobile Association
Texas
$34.2M
3
SLI
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
Rafferty Asset Management
New York
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
2526
Personal Wealth Partners
Minnesota
– -$10.2M -22,552 Closed
AWM
2527
Aries Wealth Management
Maine
– -$9.17M -20,213 Closed
CG
2528
Cutler Group
California
– -$8.09M -17,831 Closed
VIM
2529
VCU Investment Management
Virginia
– -$8.01M -17,651 Closed
PCOC
2530
Power Corp of Canada
Canada
– -$7.81M -17,217 Closed
JM
2531
Jeneq Management
New York
– -$7.17M -15,800 Closed
DL
2532
DOHJ LLC
Washington
– -$6.57M -14,483 Closed
CIC
2533
Cornercap Investment Counsel
Georgia
– -$6.5M -14,331 Closed
SG Americas Securities
2534
SG Americas Securities
New York
– -$5.95M -13,121 Closed
DS
2535
DRW Securities
Illinois
– -$4.77M -10,505 Closed
SGI
2536
Summit Global Investments
Utah
– -$3.73M -8,221 Closed
WCG
2537
Wall Capital Group
Arizona
– -$3.34M -7,363 Closed
P
2538
Pitcairn
Pennsylvania
– -$2.9M -6,383 Closed
PAG
2539
Paladin Advisory Group
Iowa
– -$2.85M -6,273 Closed
CWM
2540
CMH Wealth Management
New Hampshire
– -$2.71M -5,980 Closed
BCM
2541
Bayesian Capital Management
New York
– -$2.22M -4,900 Closed
HWM
2542
Howard Wealth Management
Connecticut
– -$2.17M -4,792 Closed
OCM
2543
Orser Capital Management
Texas
– -$2.02M -4,457 Closed
FPOC
2544
Financial Planners of Cleveland
Ohio
– -$1.93M -4,243 Closed
PIP
2545
Peachtree Investment Partners
Florida
– -$1.91M -4,209 Closed
RZH
2546
Relyea Zuckerberg Hanson
Connecticut
– -$1.85M -4,149 Closed
IC
2547
Innealta Capital
Texas
– -$1.79M -3,948 Closed
ADL
2548
Asset Dedication LLC
California
– -$1.68M -3,716 Closed
RW
2549
RVW Wealth
California
– -$1.43M -3,141 Closed
SFG
2550
Sowa Financial Group
Rhode Island
– -$1.41M -3,102 Closed
100 101
102
103 104