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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
$28.3B
2
AWA
Arete Wealth Advisors
Illinois
$9.3B
3
FCAS
First Command Advisory Services
Texas
$3B
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.11B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.2B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.3B
3
CCMG
Clark Capital Management Group
Pennsylvania
$67.9M
4
Morgan Stanley
Morgan Stanley
New York
$4.71B
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
2676
MUFG Americas
New York
– -$75.7M -211,045 Closed
MB
2677
MUFG Bank
Japan
– -$60.8M -169,400 Closed
BS
2678
Bessemer Securities
New York
– -$52.5M -146,255 Closed
PWM
2679
PRW Wealth Management
Massachusetts
– -$37M -103,148 Closed
TA
2680
Townsend & Associates
Colorado
– -$34.7M -90,525 Closed
JF
2681
Jump Financial
Illinois
– -$31.6M -88,053 Closed
Twin Tree Management
2682
Twin Tree Management
Texas
– -$23.3M -65,001 Closed
EGP
2683
Entrust Global Partners
New York
– -$17.2M -47,950 Closed
Squarepoint
2684
Squarepoint
New York
– -$14.9M -41,674 Closed
FTUS
2685
Flow Traders U.S.
New York
– -$12.1M -33,627 Closed
HIC
2686
Hartline Investment Corp
Illinois
– -$10.9M -30,302 Closed
SWM
2687
Scissortail Wealth Management
Oklahoma
– -$11.4M -30,280 Closed
OMC
2688
Old Mission Capital
Illinois
– -$8.23M -22,946 Closed
HPWM
2689
Highland Private Wealth Management
Washington
– -$7.35M -20,496 Closed
CG
2690
Caprock Group
Idaho
– -$5.22M -14,553 Closed
DS
2691
DRW Securities
Illinois
– -$4.17M -11,634 Closed
CWM
2692
Cordatus Wealth Management
Pennsylvania
– -$3.57M -9,951 Closed
Zurich Cantonal Bank
2693
Zurich Cantonal Bank
Switzerland
– -$2.73M -7,492 Closed
PPW
2694
Parcion Private Wealth
Washington
– -$2.47M -6,880 Closed
HMH
2695
Hackensack Meridian Health
New Jersey
– -$2.43M -6,775 Closed
RH
2696
RFG Holdings
Texas
– -$2.31M -6,439 Closed
ACK
2697
Andrew C. Karlinski
– -$2.16M -6,024 Closed
WWA
2698
WCG Wealth Advisors
Nevada
– -$1.97M -4,836 Closed
Canada Life
2699
Canada Life
Manitoba, Canada
– -$1.61M -4,490 Closed
TL
2700
Tradewinds LLC
North Carolina
– -$1.14M -3,164 Closed
106 107
108
109 110