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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 %
MCM
401
MV Capital Management
Maryland
$36.4M +$493K +1,299 +1%
GF
402
Gries Financial
Ohio
$36.1M -$484K -1,277 -1%
HSBC Holdings
403
HSBC Holdings
United Kingdom
$36M -$1.24M -3,265 -3%
GWM
404
GDS Wealth Management
Texas
$36M +$2.34M +6,164 +7%
GW
405
GW & Wade
Massachusetts
$35.9M +$3.11M +8,205 +10%
MWM
406
MBE Wealth Management
Wisconsin
$35.7M +$88.3K +233 +0.2%
Korea Investment Corp
407
Korea Investment Corp
South Korea
$35.5M -$245M -646,200 -87%
NVCHI
408
New Vernon Capital Holdings II
New Jersey
$35.3M -$2.77M -7,309 -7%
WI
409
Wintrust Investments
Illinois
$35.2M -$1.07M -2,833 -3%
LWM
410
Liberty Wealth Management
California
$35.2M +$2.85M +7,531 +9%
HCC
411
Hirtle Callaghan & Co
Pennsylvania
$35.2M +$2.27M +5,981 +7%
HCMT
412
Highland Capital Management (Tennessee)
Tennessee
$34.8M -$270K -713 -0.8%
CG
413
Colony Group
Massachusetts
$34.8M -$5.26M -13,869 -13%
WA
414
Wealth Alliance
New York
$34.7M +$2.75M +7,245 +9%
CPW
415
Crestmont Private Wealth
Texas
$34.7M +$1.57M +4,147 +5%
TCM
416
TD Capital Management
Tennessee
$34.6M +$1.11M +2,935 +3%
MWA
417
Meridian Wealth Advisors
Texas
$34.5M +$8.74M +23,049 +34%
IMC Chicago
418
IMC Chicago
Illinois
$34.5M +$34.5M +90,953 New
Simplex Trading
419
Simplex Trading
Illinois
$34.3M +$25M +65,904 +268%
USAA
420
United Services Automobile Association
Texas
$34.2M -$1.1B -2,911,107 -97%
HCA
421
Heck Capital Advisors
Wisconsin
$33.7M -$7.2M -18,984 -18%
NEAM
422
New England Asset Management
Connecticut
$33.7M +$1.8M +4,750 +6%
UOMF
423
University of Massachusetts Foundation
Massachusetts
$33.6M +$2.47M +6,507 +8%
FFA
424
First Foundation Advisors
California
$33.6M +$4.26M +11,232 +15%
OAP
425
One Advisory Partners
Kansas
$33.5M +$668K +1,763 +2%
15 16
17
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