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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 %
HIS
2601
Horizon Investment Services
Indiana
– -$227K -500 Closed
IGGA
2602
Iron Gate Global Advisors
Utah
– -$227K -499 Closed
ACS
2603
Archford Capital Strategies
Illinois
– -$223K -493 Closed
V
2604
VeraBank
Texas
– -$223K -492 Closed
FFIC
2605
First Fiduciary Investment Counsel
Ohio
– -$223K -491 Closed
DBRC
2606
D.B. Root & Company
Pennsylvania
– -$220K -485 Closed
MCM
2607
McDonough Capital Management
Florida
– -$219K -482 Closed
SAM
2608
SignalPoint Asset Management
Missouri
– -$218K -481 Closed
TD Asset Management
2609
TD Asset Management
Ontario, Canada
– -$216K -476 Closed
SW
2610
Simplicity Wealth
New Jersey
– -$215K -474 Closed
NCM
2611
Noesis Capital Mangement
Florida
– -$215K -473 Closed
OLA
2612
Oliver Luxxe Assets
New Jersey
– -$214K -471 Closed
PCM
2613
Prelude Capital Management
New York
– -$213K -469 Closed
EWS
2614
Evergreen Wealth Solutions
Pennsylvania
– -$212K -468 Closed
MAG
2615
MRA Advisory Group
New Jersey
– -$212K -467 Closed
SCA
2616
STALEY CAPITAL ADVISERS
Pennsylvania
– -$212K -467 Closed
SMF
2617
Sterling Manor Financial
New York
– -$211K -466 Closed
AP
2618
Americana Partners
Texas
– -$210K -464 Closed
KWM
2619
Kolinsky Wealth Management
New Jersey
– -$209K -460 Closed
LFG
2620
Lockerman Financial Group
California
– -$209K -460 Closed
DIP
2621
DT Investment Partners
Pennsylvania
– -$208K -459 Closed
WIP
2622
WealthCare Investment Partners
Rhode Island
– -$204K -458 Closed
BIA
2623
Benchmark Investment Advisors
Illinois
– -$208K -458 Closed
ACM
2624
Allred Capital Management
Texas
– -$204K -451 Closed
SRC
2625
Shufro Rose & Co
New York
– -$204K -450 Closed
102 103 104
105
106