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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 %
MMA
576
Miracle Mile Advisors
California
$23.7M +$2.03M +4,485 +9%
SBLIC
577
Security Benefit Life Insurance Company
Kansas
$23.7M +$2.95M +6,500 +14%
SXL
578
Summit X LLC
Missouri
$23.5M +$5.68M +12,513 +32%
CI
579
Clal Insurance
Israel
$23.4M +$3.53M +7,775 +18%
HF
580
Halpern Financial
Virginia
$23.4M +$5.57M +12,272 +31%
JF
581
Jump Financial
Illinois
$23.4M -$11.1M -24,426 -32%
UFA
582
US Financial Advisors
Massachusetts
$23.3M -$840K -1,851 -3%
RWA
583
Ropes Wealth Advisors
Massachusetts
$23.1M -$421K -927 -2%
WPW
584
Waldron Private Wealth
Pennsylvania
$22.9M -$200K -441 -0.9%
CWM
585
Congress Wealth Management
Massachusetts
$22.9M -$15.2M -33,559 -40%
MYIA
586
Mount Yale Investment Advisors
Colorado
$22.9M +$398K +877 +2%
DCM
587
Dimension Capital Management
Florida
$22.8M -$8.17K -18 -0%
GIA
588
Gladstone Institutional Advisory
Florida
$22.7M +$4.05M +8,932 +22%
MC
589
Middleton & Co
Massachusetts
$22.6M +$232K +511 +1%
JWA
590
JFS Wealth Advisors
Pennsylvania
$22.6M +$1.26M +2,777 +6%
CFGF
591
Compass Financial Group (Florida)
Florida
$22.6M +$53.4K +118 +0.2%
EWA
592
Exencial Wealth Advisors
Oklahoma
$22.6M +$1.65M +3,637 +8%
BHWM
593
Bay Harbor Wealth Management
Maryland
$22.5M +$2.9M +6,393 +15%
FG
594
Foster Group
Iowa
$22.5M +$1.37M +3,013 +6%
FCA
595
FinTrust Capital Advisors
South Carolina
$22.5M +$2.15M +4,728 +11%
BFA
596
Beaumont Financial Advisors
Massachusetts
$22.4M +$541K +1,193 +2%
BAAM
597
Baker Avenue Asset Management
California
$22.3M -$188K -415 -0.8%
SCA
598
Stonebridge Capital Advisors
Minnesota
$22.3M +$496K +1,093 +2%
Daiwa Securities Group
599
Daiwa Securities Group
Japan
$22.2M -$2.8M -6,180 -11%
LNB
600
Ledyard National Bank
$22.2M +$2.09M +4,609 +10%
22 23
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