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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Mutual Advisors
Nebraska
$67.3M +$5.31M +11,713 +9%
MW
277
Marcum Wealth
Ohio
$67.1M +$1.46M +3,227 +2%
CWA
278
Core Wealth Advisors
Florida
$66.7M +$13.3M +29,205 +25%
APCM
279
Alaska Permanent Capital Management
Alaska
$66.7M -$1.28M -2,814 -2%
ANTB
280
AMG National Trust Bank
Colorado
$66.5M -$1.44M -3,179 -2%
AA
281
ALPS Advisors
Colorado
$65.9M +$304K +670 +0.5%
KA
282
Kovack Advisors
Florida
$65.5M +$2.55M +5,622 +4%
LFG
283
Leverty Financial Group
Wisconsin
$65.4M +$453K +998 +0.7%
OWM
284
Orgel Wealth Management
Wisconsin
$65.4M +$17.9M +39,346 +38%
MIH
285
Meitav Investment House
Israel
$65.4M +$13.3M +29,566 +26%
PWA
286
Physician Wealth Advisors
Utah
$65.2M +$7.37M +17,109 +13%
BBA
287
BLB&B Advisors
Pennsylvania
$65M +$3.93M +8,652 +6%
AIIMS
288
Analyst IMS Investment Management Services
Israel
$64.7M +$10.8M +23,761 +20%
SCA
289
St. Clair Advisors
Ohio
$64.7M -$5.73M -12,629 -8%
1832 Asset Management
290
1832 Asset Management
Ontario, Canada
$64.2M +$62.1M +138,738 +2,959%
CIM
291
CIM Investment Management
Pennsylvania
$63.7M -$7.83M -17,257 -11%
Cerity Partners
292
Cerity Partners
New York
$63.2M +$4.88M +50,883 +8%
FWCM
293
Ferguson Wellman Capital Management
Oregon
$63.1M +$942K +2,077 +2%
VFA
294
Valeo Financial Advisors
Indiana
$62.3M +$6.9M +15,212 +12%
LF
295
Lee Financial
Texas
$62.1M +$9.78M +21,559 +19%
NL
296
NWAM LLC
Washington
$61.9M +$3.62M +7,981 +6%
MFA
297
Mayflower Financial Advisors
Massachusetts
$61.9M -$553K -1,387 -0.9%
MGIA
298
Moneta Group Investment Advisors
Missouri
$60.9M -$6.74M -14,848 -10%
RTS
299
Round Table Services
New Jersey
$60.8M -$2.26M -4,974 -4%
CA
300
Cambridge Associates
Massachusetts
$60.7M +$1.72M +3,793 +3%
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