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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 %
BWM
426
BCGM Wealth Management
Indiana
$33.5M +$2.54M +6,124 +8%
CFO
427
Custos Family Office
Texas
$33.4M +$1.3M +3,421 +4%
IWMA
428
Ironwood Wealth Management (Arizona)
Arizona
$33.4M +$1.98M +5,226 +6%
TGAM
429
TBH Global Asset Management
Tennessee
$33.3M -$1.84M -4,852 -5%
SPIA
430
Strategic Point Investment Advisors
Rhode Island
$33.2M +$944K +2,491 +3%
B
431
Bailard
California
$33.1M +$3.78M +9,965 +13%
MA
432
MCF Advisors
Kentucky
$33M +$160K +422 +0.5%
TA
433
Townsend & Associates
Colorado
$32.8M +$28.4M +73,624 +647%
RWP
434
RWA Wealth Partners
Massachusetts
$32.8M -$32.5M -85,700 -50%
FNBOH
435
First National Bank of Hutchinson
Kansas
$32.8M -$2.88M -7,585 -8%
AWM
436
Avior Wealth Management
Nebraska
$32.6M -$684K -1,805 -2%
BSSFA
437
Baron Silver Stevens Financial Advisors
Florida
$32.6M +$1.21M +3,181 +4%
MIA
438
MainStreet Investment Advisors
Illinois
$32.3M -$1.35M -3,573 -4%
Citigroup
439
Citigroup
New York
$32.3M -$431K -1,137 -1%
ST
440
Smithfield Trust
Pennsylvania
$32.2M +$2.37M +6,251 +8%
SBL
441
Sargent Bickham Lagudis
Colorado
$31.7M -$267K -705 -0.8%
OFG
442
Oxford Financial Group
Indiana
$31.4M -$21.6K -57 -0.1%
FBB
443
Fulton Breakefield Broenniman
Maryland
$31.3M +$858K +2,262 +3%
CFC
444
Coyle Financial Counsel
Illinois
$31.2M +$402K +1,060 +1%
CST
445
Charles Schwab Trust
Nevada
$31.2M -$3.05M -8,043 -9%
MIAN
446
Mariner Independent Advisor Network
Kansas
$31.1M -$605K -1,576 -2%
SCP
447
Syntal Capital Partners
Texas
$30.9M -$6.73M -17,762 -18%
CWP
448
Corepath Wealth Partners
Arizona
$30.7M +$1.51M +3,983 +5%
SMC
449
Smith, Moore & Co
Missouri
$30.6M +$3.23M +8,532 +12%
SHGA
450
Sand Hill Global Advisors
California
$30.5M -$589K -1,554 -2%
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