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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 %
FW
351
Fidato Wealth
Ohio
$50.7M +$467K +1,029 +0.9%
BG
352
Benedetti & Gucer
Georgia
$50.5M -$2.03M -4,473 -4%
AIP
353
Ameritas Investment Partners
Nebraska
$50.5M -$793K -1,748 -2%
I
354
INVST
Indiana
$50.4M +$4.42M +11,054 +10%
KFP
355
KMG Fiduciary Partners
Ohio
$50.3M -$4.75M -10,474 -9%
LWA
356
Lineweaver Wealth Advisors
Ohio
$50.2M +$7.7M +16,962 +18%
HA
357
Harfst & Associates
Wyoming
$50.2M +$4.03M +8,893 +9%
MFG
358
Merit Financial Group
Georgia
$50.1M +$35.6M +78,526 +246%
DP
359
Divergent Planning
Maryland
$50.1M +$1.89M +4,157 +4%
VWA
360
Visionary Wealth Advisors
Illinois
$49.8M +$15M +33,108 +43%
PFA
361
Pettinga Financial Advisors
Indiana
$49.8M +$20.6M +45,387 +71%
CFGS
362
Concourse Financial Group Securities
Alabama
$49.8M -$7.11M -15,680 -13%
APA
363
American Portfolios Advisors
New York
$49.7M -$10.2M -22,429 -17%
BSW
364
Buckingham Strategic Wealth
Missouri
$49.6M -$2.69M -5,929 -5%
RCM
365
Requisite Capital Management
Texas
$49.6M +$318K +702 +0.6%
PIM
366
Parker Investment Management
California
$49.2M -$1.47M -3,236 -3%
EIA
367
Eldridge Investment Advisors
New Hampshire
$49.2M -$1.49M -3,281 -3%
HCA
368
Heck Capital Advisors
Wisconsin
$48.9M -$8.66M -19,079 -15%
WS
369
Wela Strategies
Georgia
$48.7M +$3.51M +7,735 +8%
SIM
370
Strategic Investment Management
Virginia
$48.6M -$36.3K -80 -0.1%
FCBT
371
First Citizens Bank & Trust
North Carolina
$48.5M +$10.5M +23,107 +28%
STA
372
Summit Trail Advisors
New York
$48.4M -$9.25M -20,398 -16%
OC
373
Oppenheimer & Co
New York
$48.2M +$3.63M +8,007 +8%
KPWG
374
KFA Private Wealth Group
Virginia
$48.2M +$1.07M +2,359 +2%
FA
375
Fiducient Advisors
Illinois
$48.1M -$125K -276 -0.3%
13 14
15
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