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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 %
WS
526
Wedbush Securities
California
$23.6M +$2.13M +5,614 +10%
CIBC Asset Management
527
CIBC Asset Management
Ontario, Canada
$23.6M +$3.28M +9,890 +16%
BIAS
528
Beacon Investment Advisory Services
New Jersey
$23.5M -$267K -704 -1%
TFS
529
TrustCore Financial Services
Tennessee
$23.5M -$264K -695 -1%
PA
530
Parallel Advisors
California
$23.5M -$629K -1,659 -3%
Two Sigma Advisers
531
Two Sigma Advisers
New York
$23.5M -$9.44M -24,900 -29%
AWM
532
Apollon Wealth Management
South Carolina
$23.4M +$965K +2,546 +4%
MYIA
533
Mount Yale Investment Advisors
Colorado
$23.2M +$4.1M +10,803 +21%
TA
534
Tectonic Advisors
Texas
$23.1M +$15.9K +42 +0.1%
CI
535
Clal Insurance
Israel
$22.9M +$3.34M +8,803 +17%
Two Sigma Investments
536
Two Sigma Investments
New York
$22.8M +$22.8M +60,100 New
CA
537
Cambridge Associates
Massachusetts
$22.7M -$28M -73,922 -55%
RJT
538
Raymond James Trust
Florida
$22.7M -$925K -2,440 -4%
SIAM
539
Sterling Investment Advisors (Missouri)
Missouri
$22.5M -$356K -938 -2%
DZ Bank
540
DZ Bank
Germany
$22.5M +$217K +572 +1%
SAM
541
Secure Asset Management
Michigan
$22.4M +$1.96M +5,169 +10%
CTA
542
Colonial Trust Advisors
South Carolina
$22.3M -$465K -1,226 -2%
KFA
543
Kelleher Financial Advisors
New York
$22.2M +$353K +930 +2%
RPC
544
Rossmore Private Capital
Connecticut
$22.2M +$555K +1,462 +3%
ACP
545
Aveo Capital Partners
Colorado
$22M -$22K -58 -0.1%
CIA
546
Capital Investment Advisors
Georgia
$22M -$15.2K -40 -0.1%
CA
547
Clearstead Advisors
Ohio
$21.9M +$675K +1,780 +3%
IFPG
548
Intrepid Financial Planning Group
Indiana
$21.8M +$21.8M +57,551 New
HF
549
Halpern Financial
Virginia
$21.8M +$2.24M +5,904 +11%
Millennium Management
550
Millennium Management
New York
$21.7M +$15.7M +41,295 +258%
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