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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 %
DSA
351
Droms Strauss Advisors
Missouri
$42.3M +$155K +408 +0.4%
LWA
352
Lineweaver Wealth Advisors
Ohio
$42.2M +$259K +683 +0.6%
VWA
353
Visionary Wealth Advisors
Illinois
$42.1M +$511K +1,349 +1%
MSWMA
354
Market Street Wealth Management Advisors
Indiana
$42.1M -$347K -915 -0.8%
FW
355
Fidato Wealth
Ohio
$42.1M -$299K -789 -0.7%
HWM
356
HighMark Wealth Management
Minnesota
$42M -$3.93M -10,362 -9%
KPWG
357
KFA Private Wealth Group
Virginia
$41.7M +$1.37M +3,619 +3%
FZCM
358
Flynn Zito Capital Management
New York
$41.7M +$41.7M +109,905 New
PIM
359
Parker Investment Management
California
$41.1M -$104K -273 -0.3%
KFP
360
KMG Fiduciary Partners
Ohio
$41M -$1.02M -2,695 -2%
APA
361
American Portfolios Advisors
New York
$40.9M -$624K -1,645 -2%
CFGS
362
Concourse Financial Group Securities
Alabama
$40.8M -$803K -2,119 -2%
CPO
363
Cerity Partners OCIO
New York
$40.7M +$12M +31,748 +42%
WS
364
Wela Strategies
Georgia
$40.7M -$67.5K -178 -0.2%
SIM
365
Strategic Investment Management
Virginia
$40.6M – – –
STA
366
Summit Trail Advisors
New York
$40.5M -$3.79K -10 -0%
MCWS
367
McKinley Carter Wealth Services
West Virginia
$40.4M +$909K +2,397 +2%
OC
368
Oppenheimer & Co
New York
$40.4M +$95.2K +251 +0.2%
GLA
369
Great Lakes Advisors
Illinois
$40.3M +$2.37M +6,247 +6%
TSA
370
Tri-Star Advisors
Texas
$40.2M +$1.28M +3,352 +3%
CWM
371
Cranbrook Wealth Management
Michigan
$40.2M +$2.26M +5,955 +6%
PA
372
Pinnacle Associates
New York
$40.1M +$387K +1,020 +1%
HPC
373
Hobart Private Capital
North Carolina
$39.9M -$2.71M -7,151 -6%
CB
374
Community Bank
New York
$39.7M -$80K -211 -0.2%
SAS
375
Sanford Advisory Services
Michigan
$39.6M +$38.5M +101,553 +3,552%
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