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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
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
276
Lee Financial
Texas
$58.5M +$6.56M +17,315 +13%
RFA
277
RTD Financial Advisors
Pennsylvania
$58.5M -$2.79M -7,364 -5%
WCF
278
West Coast Financial
California
$58.1M -$424K -1,118 -0.7%
MA
279
Mutual Advisors
Nebraska
$57.3M +$1.08M +2,859 +2%
RIS
280
Retirement Income Solutions
Michigan
$57.3M -$15.3M -40,446 -21%
I
281
INVST
Indiana
$56.9M +$3.72M +8,810 +7%
CIM
282
CIM Investment Management
Pennsylvania
$56.9M +$3.62M +9,537 +7%
NL
283
NWAM LLC
Washington
$56.5M +$4.18M +10,909 +8%
SFS
284
Summit Financial Strategies
Ohio
$56.5M -$160K -423 -0.3%
RA
285
RFG Advisory
Alabama
$56M +$33.3M +80,012 +146%
BFPW
286
BOK Financial Private Wealth
Colorado
$55.7M -$1.31M -3,443 -2%
CW
287
Connectus Wealth
Ohio
$55.6M -$26.7M -70,221 -32%
LCOV
288
London Company of Virginia
Virginia
$55.6M +$33.2M +87,692 +149%
SW
289
SteelPeak Wealth
California
$55.3M -$8.52M -22,471 -13%
KA
290
Kovack Advisors
Florida
$55M +$205K +540 +0.4%
RWA
291
RGT Wealth Advisors
Texas
$54.8M +$49.7M +131,200 +980%
AA
292
ALPS Advisors
Colorado
$53.4M -$1.65M -4,348 -3%
FWCM
293
Ferguson Wellman Capital Management
Oregon
$53.2M +$518K +1,365 +1%
BBA
294
BLB&B Advisors
Pennsylvania
$53.2M -$1.09M -2,862 -2%
FNBT
295
FineMark National Bank & Trust
Florida
$52.9M +$2.59M +6,831 +5%
LFG
296
Leverty Financial Group
Wisconsin
$52.3M -$2.36M -6,214 -4%
GIM
297
Goelzer Investment Management
Indiana
$52.3M +$2.11M +5,560 +4%
SCA
298
St. Clair Advisors
Ohio
$52.1M -$1.98M -5,225 -4%
RhumbLine Advisers
299
RhumbLine Advisers
Massachusetts
$52M +$8.61M +22,703 +20%
JWM
300
Janiczek Wealth Management
Colorado
$52M -$2.02M -4,878 -4%
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