IVV icon

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 %
PWLP
326
Prio Wealth Limited Partnership
Massachusetts
$47M +$166K +438 +0.4%
OWM
327
Orgel Wealth Management
Wisconsin
$47M -$7.72M -20,365 -14%
CTB
328
Country Trust Bank
Illinois
$46.7M +$885K +2,333 +2%
CC
329
Courier Capital
New York
$46.7M -$146K -384 -0.3%
ASN
330
Advisory Services Network
Georgia
$46.7M -$14.2M -37,386 -23%
CCWA
331
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.5M +$1.63M +4,301 +4%
SHIM
332
Stone House Investment Management
Pennsylvania
$46.2M +$2.84M +7,489 +7%
BSW
333
Buckingham Strategic Wealth
Missouri
$45.8M +$4.36M +11,489 +11%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$45.8M -$2.11M -5,553 -4%
WAG
335
Winthrop Advisory Group
Massachusetts
$45.6M +$292K +770 +0.6%
SYBT
336
Stock Yards Bank & Trust
Kentucky
$45.3M +$12.5M +33,046 +38%
AIP
337
Ameritas Investment Partners
Nebraska
$45.2M +$3.02M +7,953 +7%
Deutsche Bank
338
Deutsche Bank
Germany
$44.4M -$1.62M -4,264 -4%
WTC
339
WhitTier Trust Company
Nevada
$44.3M +$846K +2,231 +2%
FA
340
Fiducient Advisors
Illinois
$44.2M +$4.06M +10,705 +10%
CWA
341
Core Wealth Advisors
Florida
$44M -$11.7M -30,977 -21%
NA
342
Nottingham Advisors
New York
$43.9M -$654K -1,724 -1%
CIM
343
CenturyLink Investment Management
Colorado
$43.7M -$32.1M -84,631 -42%
RVPG
344
Relative Value Partners Group
$43.2M +$5.36M +12,888 +14%
ETS
345
ESL Trust Services
New York
$43.1M +$188K +496 +0.4%
DP
346
Divergent Planning
Maryland
$42.9M +$1.2M +3,171 +3%
KFSC
347
Keystone Financial Services (Colorado)
Colorado
$42.9M +$2.25M +5,484 +6%
CWM
348
Cornerstone Wealth Management
Missouri
$42.7M +$2.93M +7,722 +7%
PFA
349
Pettinga Financial Advisors
Indiana
$42.6M +$990K +2,611 +2%
HA
350
Harfst & Associates
Wyoming
$42.3M +$355K +937 +0.8%
12 13
14
15 16