IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
2551
SignalPoint Asset Management
Missouri
$203K +$203K +529 New
HNWA
2552
Henrickson Nauta Wealth Advisors
Michigan
$203K +$203K +528 New
WFA
2553
West Financial Advisors
Iowa
$200K -$41.9K -109 -17%
DAC
2554
Dividend Assets Capital
South Carolina
$196K -$75.3K -196 -28%
GG
2555
Gleason Group
Kentucky
$195K +$1.15K +3 +0.6%
CP
2556
Castleview Partners
Texas
$195K -$24.2K -63 -11%
LB
2557
Legacy Bridge
Iowa
$192K +$192K +500 New
SGC
2558
Slocum, Gordon & Co
Rhode Island
$182K +$182K +474 New
TSW
2559
Thompson Siegel & Walmsley
Virginia
$177K
VNIM
2560
Vaughan Nelson Investment Management
Texas
$175K -$19.2K -50 -10%
CWM
2561
Cedar Wealth Management
California
$175K +$56.1K +146 +47%
VCM
2562
Versant Capital Management
Arizona
$173K +$22.7K +59 +15%
MM
2563
Main Management
California
$172K -$274K -712 -61%
PWM
2564
Provident Wealth Management
Tennessee
$167K -$2.69K -7 -2%
GWANC
2565
Guardian Wealth Advisors (North Carolina)
North Carolina
$162K +$24.2K +63 +18%
HNWAG
2566
High Net Worth Advisory Group
Florida
$161K
MAWCM
2567
Mine & Arao Wealth Creation & Management
California
$159K
TFA
2568
Toth Financial Advisory
Virginia
$156K
FCT
2569
Family Capital Trust
Massachusetts
$156K
RAM
2570
Riggs Asset Management
Pennsylvania
$154K
HCM
2571
Hillman Capital Management
Maryland
$152K +$152K +395 New
MCM
2572
Mill Capital Management
North Carolina
$150K
AWM
2573
Atticus Wealth Management
Florida
$148K
TFA
2574
Transamerica Financial Advisors
Florida
$135K +$122K +319 +967%
GMA
2575
Glassy Mountain Advisors
Maryland
$131K +$131K +340 New