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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 %
LSERS
451
Louisiana State Employees Retirement System
Louisiana
$30.4M +$8.52M +21,600 +39%
SFA
452
Sequoia Financial Advisors
Ohio
$30.4M -$4.64M -12,224 -13%
SG
453
StoneX Group
New York
$30.3M -$8.92M -23,535 -23%
EWM
454
Evercore Wealth Management
New York
$30.3M -$98.2K -259 -0.3%
FA
455
Flagstar Advisors
New York
$30.2M -$2.24M -5,908 -7%
WFPG
456
Waller Financial Planning Group
Ohio
$30M -$12.5M -32,880 -29%
IF
457
Ironwood Financial
Arizona
$29.9M +$676K +1,784 +2%
CA
458
Centerpoint Advisors
Massachusetts
$29.8M +$3.03M +7,992 +11%
MWM
459
Mascoma Wealth Management
New Hampshire
$29.7M +$2.35M +6,198 +9%
SMG
460
Spectrum Management Group
Indiana
$29.6M -$8.43M -22,239 -22%
JWCA
461
J.W. Cole Advisors
Florida
$29.4M -$2.07M -5,464 -7%
PP
462
PDS Planning
Ohio
$29.4M +$3.65M +9,636 +14%
BFA
463
Bluestem Financial Advisors
Illinois
$29.3M +$1.02M +2,685 +4%
RA
464
Rational Advisors
New York
$29.2M -$14.8M -39,006 -34%
WCM
465
Windham Capital Management
Massachusetts
$29.1M +$11.8K +31 +0%
AA
466
Ancora Advisors
Ohio
$28.8M +$2.68M +7,072 +10%
BAG
467
Briggs Advisory Group
Rhode Island
$28.7M -$2.53M -6,665 -8%
CGA
468
Crescent Grove Advisors
Illinois
$28.7M +$316K +833 +1%
GPA
469
Guidance Point Advisors
Massachusetts
$28.7M +$1.22M +3,227 +4%
FWM
470
Fairhaven Wealth Management
Illinois
$28.6M +$624K +1,646 +2%
TA
471
Teramo Advisors
Florida
$28.4M +$28.4M +75,000 New
FHC
472
Fort Henry Capital
West Virginia
$28.3M +$597K +1,575 +2%
CT
473
Cambridge Trust
Massachusetts
$28.2M -$7.82M -20,635 -22%
BFA
474
BMS Financial Advisors
South Dakota
$28M +$7.57M +15,873 +37%
BA
475
Bristlecone Advisors
Washington
$28M +$382K +1,008 +1%
17 18
19
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