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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 %
GWM
501
GoalFusion Wealth Management
Texas
$25.9M +$1.59M +4,202 +7%
FFN
502
Focus Financial Network
Minnesota
$25.8M +$473K +1,247 +2%
WWM
503
Western Wealth Management
Colorado
$25.8M -$405K -1,066 -2%
BFA
504
Beaumont Financial Advisors
Massachusetts
$25.7M +$6.96M +18,363 +37%
CA
505
Cornerstone Advisory
Maryland
$25.5M -$10.1M -26,685 -28%
KFP
506
KB Financial Partners
New Jersey
$25.5M -$337K -888 -1%
IA
507
IFP Advisors
Florida
$25.5M – – –
HI
508
Hudock Inc
Pennsylvania
$25.4M +$248K +655 +1%
BIM
509
Bridges Investment Management
Nebraska
$25.4M +$1.29M +3,400 +5%
CWG
510
Cornerstone Wealth Group
North Carolina
$25.2M -$5.01M -13,216 -17%
WTB
511
Washington Trust Bank
Washington
$25.1M +$1.14M +3,008 +5%
RIM
512
Reynolds Investment Management
South Carolina
$25.1M -$2.28K -6 -0%
SAS
513
Sage Advisory Services
Texas
$25M +$229K +603 +0.9%
NPF
514
Norris Perne & French
Michigan
$25M -$1.02M -2,685 -4%
BIS
515
BG Investment Services
Guam
$24.9M +$592K +1,561 +2%
RFP
516
Roth Financial Partners
Texas
$24.8M +$883K +2,330 +4%
BS
517
Banco Santander
Spain
$24.6M +$86.1K +227 +0.4%
WFAG
518
Wescott Financial Advisory Group
Pennsylvania
$24.5M -$757K -1,996 -3%
SQA
519
Simon Quick Advisors
New Jersey
$24.4M +$23.6M +56,842 +3,014%
HWAM
520
Hennion & Walsh Asset Management
New Jersey
$24.3M +$3.41K +9 +0%
VFP
521
Verus Financial Partners
Virginia
$24.2M -$604K -1,506 -2%
WP
522
WealthShield Partners
North Carolina
$24.1M +$620K +1,635 +3%
RCM
523
Rain Capital Management
Oregon
$23.9M -$52.3K -138 -0.2%
ATC
524
Argent Trust Co
Tennessee
$23.9M +$643K +1,695 +3%
WA
525
Waverly Advisors
Alabama
$23.9M +$15.2M +40,023 +174%
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