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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 %
RFO
551
RiverGlades Family Offices
Florida
$26.1M +$34K +75 +0.1%
KFA
552
Kelleher Financial Advisors
New York
$26.1M +$1.11M +2,443 +4%
OBWG
553
Onyx Bridge Wealth Group
New York
$26M -$858K -2,046 -3%
T
554
TNF
Montana
$25.9M +$6.29M +14,712 +32%
RPC
555
Rossmore Private Capital
Connecticut
$25.9M +$1.2M +2,643 +5%
KWS
556
Keystone Wealth Services
California
$25.7M +$2.71M +5,982 +12%
WS
557
Wedbush Securities
California
$25.7M +$1.82M +4,002 +8%
BFS
558
Bard Financial Services
Connecticut
$25.6M – – –
IA
559
IFP Advisors
Florida
$25.5M +$11.1M +52,127 +77%
CA
560
Clearstead Advisors
Ohio
$25.4M +$309K +680 +1%
National Bank of Canada
561
National Bank of Canada
Quebec, Canada
$25.3M +$1.69M +3,604 +7%
4WM
562
4J Wealth Management
Virginia
$25.3M +$2.18M +4,802 +9%
BWIA
563
Bryant Woods Investment Advisors
New York
$25.3M +$8.78M +19,341 +53%
KWILP
564
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.2M – – –
PSUF
565
People's United Financial
Connecticut
$25M -$8.16M -17,976 -25%
RA
566
RFG Advisory
Alabama
$24.9M +$7.49M +16,510 +43%
LSERS
567
Louisiana State Employees Retirement System
Louisiana
$24.8M -$581K -1,300 -2%
SSWM
568
Sheets Smith Wealth Management
North Carolina
$24.8M +$908K +2,001 +4%
TWM
569
Trevian Wealth Management
Massachusetts
$24.8M -$123K -272 -0.5%
IWP
570
IAG Wealth Partners
Wisconsin
$24.7M -$915K -2,016 -4%
RA
571
Riverstone Advisors
Texas
$24.7M +$1.82M +4,018 +8%
CWM
572
Campbell Wealth Management
Virginia
$24.6M -$4.99K -11 -0%
SAM
573
Secure Asset Management
Michigan
$24.5M -$2.03M -4,467 -8%
GCA
574
Gradient Capital Advisors
California
$24.1M +$586K +1,291 +2%
WAAG
575
Wealth Alliance Advisory Group
Kansas
$24.1M +$1.03M +2,265 +4%
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