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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 %
HWM
326
HighMark Wealth Management
Minnesota
$55M +$7.44M +16,403 +16%
CTB
327
Country Trust Bank
Illinois
$54.8M +$34.7M +76,437 +172%
P3I
328
Progeny 3 Inc
Washington
$54.8M +$10.6M +23,290 +24%
JF
329
JSF Financial
California
$54.3M +$9.67M +21,318 +22%
WAG
330
Winthrop Advisory Group
Massachusetts
$54.2M +$1.72M +3,796 +3%
PP
331
Palladium Partners
Virginia
$53.9M +$1.05M +2,322 +2%
RSWM
332
Robertson Stephens Wealth Management
California
$53.8M +$13.8M +30,521 +35%
CCWA
333
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$53.7M +$5.13M +11,307 +11%
CA
334
Crewe Advisors
Utah
$53.6M +$4.27M +9,402 +9%
NA
335
Nottingham Advisors
New York
$53.3M -$3.83M -8,436 -7%
KWMG
336
King Wealth Management Group
Florida
$53M +$3.68M +8,101 +7%
SIA
337
Sovereign Investment Advisors
Arizona
$52.9M +$170K +375 +0.3%
RA
338
Rational Advisors
New York
$52.6M +$7.2M +15,861 +16%
VCM
339
Vision Capital Management
Oregon
$52.6M +$3.67M +8,097 +8%
CSWG
340
Cardinal Strategic Wealth Guidance
Kentucky
$52.1M +$6.84M +15,077 +15%
WTC
341
WhitTier Trust Company
Nevada
$52M +$3.79M +8,350 +8%
RhumbLine Advisers
342
RhumbLine Advisers
Massachusetts
$51.9M +$5.21M +11,490 +11%
SHIM
343
Stone House Investment Management
Pennsylvania
$51.9M +$19.5M +43,054 +60%
WAOI
344
Wealth Advisors of Iowa
Iowa
$51.8M +$2.36M +5,212 +5%
WWM
345
Wiser Wealth Management
Georgia
$51.6M +$4.96M +10,940 +11%
ETS
346
ESL Trust Services
New York
$51.3M -$22.7K -50 -0%
DSA
347
Droms Strauss Advisors
Missouri
$51.2M -$1.27M -2,747 -2%
HPC
348
Hobart Private Capital
North Carolina
$51M +$15.7M +34,498 +44%
MSWMA
349
Market Street Wealth Management Advisors
Indiana
$50.8M +$13.3M +29,411 +36%
WFPG
350
Waller Financial Planning Group
Ohio
$50.8M +$314K +693 +0.6%
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