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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 %
BIM
526
Bridges Investment Management
Nebraska
$28.8M -$1.56M -3,438 -5%
RCM
527
Rain Capital Management
Oregon
$28.7M -$916K -2,019 -3%
WTB
528
Washington Trust Bank
Washington
$28.7M +$1.14M +2,509 +4%
RFP
529
Roth Financial Partners
Texas
$28.6M +$112K +246 +0.4%
BIAS
530
Beacon Investment Advisory Services
New Jersey
$28.5M -$332K -731 -1%
TFS
531
TrustCore Financial Services
Tennessee
$28.5M +$4.91M +10,825 +21%
RJT
532
Raymond James Trust
Florida
$28.3M +$576K +1,269 +2%
WP
533
WealthShield Partners
North Carolina
$28.1M +$7.29M +16,059 +35%
SWA
534
Stratos Wealth Advisors
Ohio
$28M +$9.69M +21,348 +53%
ATC
535
Argent Trust Co
Tennessee
$27.8M +$1.17M +2,581 +4%
CIBC Asset Management
536
CIBC Asset Management
Ontario, Canada
$27.7M -$7.81M -17,212 -22%
TA
537
Tectonic Advisors
Texas
$27.7M +$454K +1,000 +2%
IDA
538
Intelligence Driven Advisers
California
$27.4M +$5.05M +11,214 +23%
SIAM
539
Sterling Investment Advisors (Missouri)
Missouri
$27.4M +$4.99K +11 +0%
VFP
540
Verus Financial Partners
Virginia
$27.3M -$2.75M -6,255 -9%
CTA
541
Colonial Trust Advisors
South Carolina
$27.2M +$2.15M +4,736 +9%
Wolverine Trading
542
Wolverine Trading
Illinois
$27.1M +$27.1M +58,906 New
AWM
543
Apollon Wealth Management
South Carolina
$26.9M +$2.47M +5,441 +10%
LCOV
544
London Company of Virginia
Virginia
$26.7M -$1.58M -3,473 -6%
MM
545
Meridian Management
Arkansas
$26.7M -$699K -1,541 -3%
DZ Bank
546
DZ Bank
Germany
$26.6M +$293K +645 +1%
TC
547
Telemus Capital
Michigan
$26.5M -$16.2M -35,647 -38%
RHBC
548
R.H. Bluestein & Co
Michigan
$26.4M -$201K -442 -0.8%
ACP
549
Aveo Capital Partners
Colorado
$26.4M +$1.1M +2,427 +4%
CIA
550
Capital Investment Advisors
Georgia
$26.3M +$264K +581 +1%
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