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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 %
EIA
376
Eldridge Investment Advisors
New Hampshire
$39.5M -$1.63M -4,287 -4%
AL
377
Aspiriant LLC
California
$39.4M +$56.9K +150 +0.1%
WDL
378
Well Done LLC
Michigan
$39.3M +$1.69M +4,461 +5%
BHWM
379
Bar Harbor Wealth Management
New Hampshire
$39.2M +$203K +536 +0.5%
FIA
380
Foundations Investment Advisors
Arizona
$39.2M +$12.9M +33,477 +49%
QCG
381
Quadrant Capital Group
Ohio
$39.1M +$1.55M +4,090 +4%
FCBT
382
First Citizens Bank & Trust
North Carolina
$38.7M -$1.88M -4,961 -5%
BOCM
383
Bontempo Ohly Capital Management
Maryland
$38.2M +$184K +484 +0.5%
JF
384
Jump Financial
Illinois
$38M +$18.5M +48,678 +94%
CWM
385
Curi Wealth Management
North Carolina
$37.9M +$5.35M +14,116 +16%
PWM
386
PRW Wealth Management
Massachusetts
$37.7M +$598K +1,577 +2%
FWA
387
FOCUS Wealth Advisors
Texas
$37.6M +$297K +784 +0.8%
FPGK
388
Financial Partners Group (Kansas)
Kansas
$37.6M +$1.44M +3,786 +4%
CPSAC
389
Chas P. Smith & Associates (CPS)
Florida
$37.4M +$886K +2,337 +2%
BG
390
Benedetti & Gucer
Georgia
$37.4M -$5.35M -13,940 -13%
HNB
391
Huntington National Bank
Ohio
$37.3M -$44.8M – –
BOS
392
Bank of Stockton
California
$37.2M +$3.09M +8,138 +9%
RCA
393
Resonant Capital Advisors
Wisconsin
$37.2M -$1.74M -4,597 -4%
VFPW
394
Vantage Financial Partners (Wisconsin)
Wisconsin
$37.2M +$62.6K +165 +0.2%
MG
395
Mather Group
Illinois
$37.1M +$1.34M +3,530 +4%
RCM
396
Requisite Capital Management
Texas
$36.9M -$4.5M -11,856 -11%
LNC
397
Lincoln National Corp
Pennsylvania
$36.9M +$4.04M +10,663 +12%
LBC
398
Lowe Brockenbrough & Co
Virginia
$36.9M +$1.57M +4,153 +4%
SCA
399
Snowden Capital Advisors
New York
$36.5M +$5.03M +13,277 +16%
DE
400
Day & Ennis
Georgia
$36.4M +$6.19M +16,330 +21%
14 15
16
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