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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 %
IWMA
451
Ironwood Wealth Management (Arizona)
Arizona
$37.6M -$4.48M -9,885 -11%
BSSFA
452
Baron Silver Stevens Financial Advisors
Florida
$37.6M +$622K +1,371 +2%
OFG
453
Oxford Financial Group
Indiana
$37.5M -$800K -1,763 -2%
BAG
454
Briggs Advisory Group
Rhode Island
$37.4M -$195K -430 -0.5%
MIAN
455
Mariner Independent Advisor Network
Kansas
$37.4M -$4.94M -10,890 -12%
UOMF
456
University of Massachusetts Foundation
Massachusetts
$37.3M -$2.71M -5,976 -7%
SHGA
457
Sand Hill Global Advisors
California
$37.2M -$644K -1,419 -2%
CFC
458
Coyle Financial Counsel
Illinois
$36.8M -$3.77M -8,303 -9%
DGAM
459
Desjardins Global Asset Management
Quebec, Canada
$36.6M -$65.7M -144,874 -64%
FBB
460
Fulton Breakefield Broenniman
Maryland
$36.5M +$1.1M +2,429 +3%
EWM
461
Evercore Wealth Management
New York
$36.3M -$497K -1,095 -1%
CWG
462
Cornerstone Wealth Group
North Carolina
$36.2M -$3.65M -8,044 -9%
DE
463
Day & Ennis
Georgia
$36.1M +$1.31M +2,898 +4%
ST
464
Smithfield Trust
Pennsylvania
$35.7M +$873K +1,926 +3%
Arrowstreet Capital
465
Arrowstreet Capital
Massachusetts
$35.6M -$23.1M -50,896 -39%
B
466
Bailard
California
$35.1M +$1.9M +4,180 +6%
FFA
467
First Foundation Advisors
California
$35.1M -$6.3M -13,887 -15%
IF
468
Ironwood Financial
Arizona
$35M +$2M +4,405 +6%
WCM
469
Windham Capital Management
Massachusetts
$34.8M – – –
KCA
470
Karn Couzens & Associates
Connecticut
$34.7M -$13.2K -29 -0%
CPO
471
Cerity Partners OCIO
New York
$34.3M -$5.74M -12,657 -14%
GSWM
472
Golden State Wealth Management
California
$34.3M +$615K +1,356 +2%
CGA
473
Crescent Grove Advisors
Illinois
$33.9M +$780K +1,720 +2%
BFA
474
Bluestem Financial Advisors
Illinois
$33.8M -$518K -1,141 -2%
FWM
475
Fairhaven Wealth Management
Illinois
$33.4M +$1.4M +3,077 +4%
17 18
19
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