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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 %
CG
376
Colony Group
Massachusetts
$47.9M -$34.7M -76,531 -42%
CWM
377
Cornerstone Wealth Management
Missouri
$47.6M +$2.84M +6,257 +6%
CB
378
Community Bank
New York
$47.5M -$4.56M -10,060 -9%
PA
379
Pinnacle Associates
New York
$47.5M +$1.08M +2,388 +2%
MCWS
380
McKinley Carter Wealth Services
West Virginia
$47.3M +$2.83M +6,234 +6%
CI
381
CX Institutional
Indiana
$47.1M +$314K +692 +0.7%
AL
382
Aspiriant LLC
California
$47.1M -$132K -291 -0.3%
SG
383
StoneX Group
New York
$46.9M +$12.9M +28,476 +38%
CA
384
CSM Advisors
Pennsylvania
$46.8M +$46.8M +103,215 New
RCA
385
Resonant Capital Advisors
Wisconsin
$46.7M -$1.54M -3,385 -3%
BHWM
386
Bar Harbor Wealth Management
New Hampshire
$46.7M -$1.47M -3,238 -3%
NVCHI
387
New Vernon Capital Holdings II
New Jersey
$45.6M -$18.8M -41,532 -29%
BOCM
388
Bontempo Ohly Capital Management
Maryland
$45.5M -$4.53M -9,976 -9%
SMG
389
Spectrum Management Group
Indiana
$45.5M +$14.9M +32,835 +49%
CWM
390
Cranbrook Wealth Management
Michigan
$45.4M +$2.93M +6,452 +7%
GLA
391
Great Lakes Advisors
Illinois
$45.4M +$3.64M +8,018 +9%
SCP
392
Syntal Capital Partners
Texas
$45M +$469K +1,033 +1%
QCG
393
Quadrant Capital Group
Ohio
$45M +$1.43M +3,142 +3%
WDL
394
Well Done LLC
Michigan
$45M +$490K +1,079 +1%
HNB
395
Huntington National Bank
Ohio
$44.8M -$43.1M – –
FWA
396
FOCUS Wealth Advisors
Texas
$44.7M -$1.16M -2,548 -3%
HSBC Holdings
397
HSBC Holdings
United Kingdom
$44.6M +$6.16M +13,587 +16%
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$44.4M -$1.02M -2,255 -2%
PWM
399
PRW Wealth Management
Massachusetts
$44.3M -$335K -739 -0.8%
Sumitomo Mitsui Trust Group
400
Sumitomo Mitsui Trust Group
Japan
$44.3M -$34.4M -75,926 -44%
14 15
16
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