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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 %
KFSC
426
Keystone Financial Services (Colorado)
Colorado
$39.6M +$13.5M +33,690 +52%
Two Sigma Advisers
427
Two Sigma Advisers
New York
$39.4M -$54.3M -119,700 -58%
HCC
428
Hirtle Callaghan & Co
Pennsylvania
$39.4M +$20.7M +45,518 +110%
MA
429
MCF Advisors
Kentucky
$39.3M +$39.3M +86,717 New
OAP
430
One Advisory Partners
Kansas
$39.3M +$10.6M +23,324 +37%
LNC
431
Lincoln National Corp
Pennsylvania
$39.3M +$650K +1,433 +2%
SYBT
432
Stock Yards Bank & Trust
Kentucky
$39.3M -$2.29M -5,046 -6%
GW
433
GW & Wade
Massachusetts
$39.2M -$4.15M -9,141 -10%
Citigroup
434
Citigroup
New York
$39.1M -$639K -1,409 -2%
GWM
435
GDS Wealth Management
Texas
$39M +$783K +1,779 +2%
CWM
436
Curi Wealth Management
North Carolina
$38.9M +$4.79M +10,568 +14%
DIM
437
Delta Investment Management
California
$38.9M +$17.6M +38,773 +83%
FA
438
Flagstar Advisors
New York
$38.8M -$945K -2,083 -2%
BA
439
Bellwether Advisors
Nebraska
$38.6M +$167K +367 +0.4%
SPIA
440
Strategic Point Investment Advisors
Rhode Island
$38.6M -$279K -614 -0.7%
LWM
441
Liberty Wealth Management
California
$38.6M +$38.6M +85,341 New
CFO
442
Custos Family Office
Texas
$38.4M +$3.03M +6,688 +9%
SBL
443
Sargent Bickham Lagudis
Colorado
$38.3M +$4.81M +10,596 +14%
WA
444
Wealth Alliance
New York
$38.2M +$10.7M +23,576 +39%
NEAM
445
New England Asset Management
Connecticut
$38.1M +$2.18M +4,800 +6%
PI
446
Pachira Investments
California
$38.1M +$1.02M +2,250 +3%
FWM
447
FFT Wealth Management
Pennsylvania
$38M +$118K +259 +0.3%
OCM
448
One Capital Management
California
$37.8M +$1.45M +3,187 +4%
SCA
449
Snowden Capital Advisors
New York
$37.7M +$2.77M +6,112 +8%
JWCA
450
J.W. Cole Advisors
Florida
$37.6M -$888K -1,958 -2%
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