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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 %
SL
476
SWMG LLC
Texas
$33.3M +$10.1M +22,265 +44%
GPA
477
Guidance Point Advisors
Massachusetts
$33.2M +$730K +1,592 +2%
CWP
478
Corepath Wealth Partners
Arizona
$33.1M +$4.67M +10,857 +16%
FHC
479
Fort Henry Capital
West Virginia
$33.1M +$53.9K +119 +0.2%
BA
480
Bristlecone Advisors
Washington
$33.1M -$793K -1,748 -2%
VCM
481
Verger Capital Management
North Carolina
$33M +$107K +236 +0.3%
SMC
482
Smith, Moore & Co
Missouri
$32.8M +$2.01M +4,432 +7%
SAF
483
Smith Anglin Financial
Texas
$32.8M +$2.37M +5,217 +8%
MWM
484
Mascoma Wealth Management
New Hampshire
$32.8M +$4.69M +10,341 +17%
BWA
485
BDO Wealth Advisors
Florida
$32.6M +$509K +1,121 +2%
William Blair Investment Management
486
William Blair Investment Management
Illinois
$32.4M -$3.13M -6,900 -9%
CCB
487
Country Club Bank
Missouri
$32.3M +$32.3M +70,183 New
MSA
488
Marino Stram & Associates
Massachusetts
$32.2M -$400K -882 -1%
GL
489
Graypoint LLC
New York
$32.1M -$15.2M -33,579 -32%
CA
490
Centerpoint Advisors
Massachusetts
$32M +$1.9M +4,182 +6%
SA
491
Stewardship Advisors
Pennsylvania
$31.9M -$7.32M -16,124 -19%
TCM
492
Towercrest Capital Management
Pennsylvania
$31.9M -$417K -920 -1%
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$31.7M -$11.7M -25,883 -27%
AWM
494
AAF Wealth Management
Massachusetts
$31.7M -$828K -1,826 -3%
CWS
495
Cypress Wealth Services
California
$31.7M +$7.81M +17,213 +33%
KTA
496
Keeley-Teton Advisors
Illinois
$31.5M -$94.8K -209 -0.3%
RDFA
497
Ritter Daniher Financial Advisory
Ohio
$31.5M -$75.8K -167 -0.2%
AAMA
498
Advanced Asset Management Advisors
Ohio
$31.4M -$9.07K -20 -0%
AA
499
Ancora Advisors
Ohio
$31.3M +$2.23M +4,921 +8%
WWM
500
Western Wealth Management
Colorado
$31.3M +$14.7M +32,315 +88%
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