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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 %
KFS
501
Kelly Financial Services
Massachusetts
$31.2M +$13.4M +29,443 +75%
NPF
502
Norris Perne & French
Michigan
$31.1M +$4.24M +9,344 +16%
PI
503
Parkside Investments
Illinois
$31.1M -$1.8M -3,977 -5%
KFP
504
KB Financial Partners
New Jersey
$31M +$2.78M +6,131 +10%
BWM
505
BCGM Wealth Management
Indiana
$30.9M +$6.5M +15,726 +27%
KWP
506
Keystone Wealth Partners
Arizona
$30.8M +$2.39M +5,262 +8%
MWA
507
Meridian Wealth Advisors
Texas
$30.8M +$880K +1,939 +3%
EWA
508
EP Wealth Advisors
California
$30.8M +$495K +1,092 +2%
PP
509
PDS Planning
Ohio
$30.8M +$2.89M +6,369 +10%
BAM
510
Beaumont Asset Management
Texas
$30.6M +$260K +573 +0.9%
UWPG
511
Ullmann Wealth Partners Group
Florida
$30.5M +$13.6M +30,015 +81%
FFN
512
Focus Financial Network
Minnesota
$30.4M +$17.1M +37,691 +129%
SC
513
Schoolcraft Capital
Colorado
$30.2M +$1.95M +4,289 +7%
WFAG
514
Wescott Financial Advisory Group
Pennsylvania
$30.2M +$29.4M +64,709 +3,635%
HI
515
Hudock Inc
Pennsylvania
$30.1M +$1.32M +2,902 +5%
RIM
516
Reynolds Investment Management
South Carolina
$30M +$30M +66,186 New
FIA
517
Foundations Investment Advisors
Arizona
$30M +$12.7M +28,950 +74%
FHA
518
First Horizon Advisors
Tennessee
$30M -$41.9M -92,452 -58%
TWC
519
TD Waterhouse Canada
Ontario, Canada
$29.7M -$732K -1,599 -2%
SAS
520
Sage Advisory Services
Texas
$29.7M -$8.72M -19,211 -23%
PA
521
Parallel Advisors
California
$29.4M -$126K -273 -0.4%
BS
522
Banco Santander
Spain
$29.3M -$6.63M -14,619 -18%
HWAM
523
Hennion & Walsh Asset Management
New Jersey
$29.1M +$2.07M +4,558 +8%
GWM
524
GoalFusion Wealth Management
Texas
$29.1M +$74.4K +164 +0.3%
BIS
525
BG Investment Services
Guam
$29.1M -$9.5M -20,942 -25%
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