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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 %
MFG
601
Monumental Financial Group
Maryland
$22.1M +$641K +1,413 +3%
AWM
602
Avondale Wealth Management
Texas
$21.9M +$360K +793 +2%
WCM
603
WealthBridge Capital Management
Ohio
$21.9M +$167K +369 +0.8%
EGP
604
Entrust Global Partners
New York
$21.8M – – –
CP
605
Capital Planning
Washington
$21.8M +$147K +323 +0.7%
TC
606
TownSquare Capital
Utah
$21.7M -$635K -1,399 -3%
ES
607
ETF Store
Kansas
$21.6M +$252K +602 +1%
EL
608
EQ LLC
Washington
$21.5M +$5.24M +11,543 +32%
LWA
609
LWS Wealth Advisors
New Jersey
$21.4M -$887K -1,954 -4%
LAS
610
Lloyd Advisory Services
Georgia
$21.3M +$299K +659 +1%
SC
611
SouthState Corp
Florida
$21.3M +$485K +1,068 +2%
IA
612
IFS Advisors
Kansas
$21.3M -$6.27M -13,815 -23%
RWA
613
River Wealth Advisors
Pennsylvania
$21.2M +$965K +2,126 +5%
HI
614
Human Investing
Oregon
$21.2M -$98.5K -217 -0.5%
FFA
615
Fi3 Financial Advisors
Indiana
$21.1M -$352K -776 -2%
BA
616
Ballew Advisors
Mississippi
$21.1M +$445K +999 +2%
KCM
617
Kanawha Capital Management
Virginia
$21.1M +$108K +239 +0.5%
LF
618
Lantz Financial
Illinois
$21M +$2.46M +5,433 +13%
EAM
619
Erste Asset Management
Austria
$20.8M -$2.18M -4,800 -9%
WCM
620
Windsor Capital Management
Arizona
$20.8M +$980K +2,160 +5%
MNBTD
621
Moody National Bank Trust Division
Texas
$20.7M – – –
TA
622
Tiedemann Advisors
New York
$20.6M +$232K +511 +1%
PHAM
623
Palisades Hudson Asset Management
Florida
$20.6M -$3.79M -8,344 -16%
GRP
624
Global Retirement Partners
California
$20.5M +$20.5M +51,892 New
FMN
625
Financial Management Network
California
$20.5M +$1.28M +2,791 +7%
23 24
25
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