IVV icon

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 %
SA
476
Stewardship Advisors
Pennsylvania
$27.9M +$1.21M +3,180 +5%
KFS
477
Kelly Financial Services
Massachusetts
$27.8M +$1.75M +4,609 +7%
SWA
478
Stratos Wealth Advisors
Ohio
$27.7M +$4.27M +11,249 +18%
VCM
479
Verger Capital Management
North Carolina
$27.6M +$93.3K +246 +0.3%
BAM
480
Beaumont Asset Management
Texas
$27.2M +$1.7M +4,477 +7%
CCB
481
Country Club Bank
Missouri
$27.2M +$379K +991 +1%
TWC
482
TD Waterhouse Canada
Ontario, Canada
$27.2M +$2.17M +5,622 +9%
BA
483
Bellwether Advisors
Nebraska
$27.2M -$5.08M -13,411 -16%
BWA
484
BDO Wealth Advisors
Florida
$27.1M -$146K -385 -0.5%
TCM
485
Towercrest Capital Management
Pennsylvania
$27M +$365K +962 +1%
KTA
486
Keeley-Teton Advisors
Illinois
$26.9M +$560K +1,478 +2%
MSA
487
Marino Stram & Associates
Massachusetts
$26.9M -$45.9K -121 -0.2%
UWPG
488
Ullmann Wealth Partners Group
Florida
$26.7M +$1.24M +3,275 +5%
RDFA
489
Ritter Daniher Financial Advisory
Ohio
$26.7M +$394K +1,039 +1%
WAAG
490
Wealth Alliance Advisory Group
Kansas
$26.6M +$6.53M +17,219 +32%
T
491
TNF
Montana
$26.6M +$2.55M +6,410 +11%
PI
492
Parkside Investments
Illinois
$26.5M +$562K +1,482 +2%
CWS
493
Cypress Wealth Services
California
$26.5M -$19.7K -52 -0.1%
SIA
494
Sovereign Investment Advisors
Arizona
$26.3M -$17.9M -47,234 -40%
SC
495
Schoolcraft Capital
Colorado
$26.3M +$1.05M +2,768 +4%
GL
496
Graypoint LLC
New York
$26.3M -$589K -1,554 -2%
AAMA
497
Advanced Asset Management Advisors
Ohio
$26.3M +$14.4K +38 +0.1%
AWM
498
AAF Wealth Management
Massachusetts
$26.2M -$291K -767 -1%
TC
499
Trilogy Capital
California
$26.1M +$13.4M +35,379 +106%
EWA
500
EP Wealth Advisors
California
$25.9M +$194K +511 +0.8%
18 19
20
21 22