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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.19B
2
BlackRock
BlackRock
New York
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
626
IHT Wealth Management
Illinois
$21.8M -$836K -1,753 -4%
SBLIC
627
Security Benefit Life Insurance Company
Kansas
$21.8M +$3.86M +8,100 +22%
MNBTD
628
Moody National Bank Trust Division
Texas
$21.8M +$9.17M +19,230 +73%
BA
629
Ballew Advisors
Mississippi
$21.7M +$62.1K +133 +0.3%
IDA
630
Intelligence Driven Advisers
California
$21.7M -$1.25M -2,864 -5%
IC
631
IEQ Capital
California
$21.5M -$861K -1,806 -4%
TA
632
Tiedemann Advisors
New York
$21.4M -$19.1K -40 -0.1%
FCA
633
FinTrust Capital Advisors
South Carolina
$21.4M +$1.83M +3,827 +9%
T
634
TNF
Montana
$21.4M +$138K +296 +0.7%
CG
635
Cutler Group
California
$21.3M +$21.3M +44,713 New
RWA
636
River Wealth Advisors
Pennsylvania
$21.3M +$785K +1,645 +4%
ECG
637
Edge Capital Group
Georgia
$21.3M +$537K +1,125 +3%
VC
638
Vestor Capital
Illinois
$21.2M +$4.67M +9,785 +28%
CTB
639
Country Trust Bank
Illinois
$21.2M +$847K +1,775 +4%
WWM
640
Windsor Wealth Management
Indiana
$21.2M +$2.22M +4,622 +12%
LNB
641
Ledyard National Bank
$21.1M +$792K +1,661 +4%
AFG
642
Arkansas Financial Group
Arkansas
$21M -$2.05M -4,289 -9%
WJA
643
Willis Johnson & Associates
Texas
$21M -$280K -586 -1%
CI
644
Clal Insurance
Israel
$20.9M +$10.1M +21,270 +94%
SC
645
Sierra Capital
Florida
$20.8M +$12.4K +26 +0.1%
WCM
646
Windsor Capital Management
Arizona
$20.8M -$1.91K -4 -0%
IIC
647
Integrated Investment Consultants
Michigan
$20.7M +$11.4M +23,899 +123%
PCG
648
Prosperity Consulting Group
Maryland
$20.7M +$20.7M +45,029 New
NFG
649
Nations Financial Group
Iowa
$20.4M +$5.16M +10,815 +34%
BNP Paribas Financial Markets
650
BNP Paribas Financial Markets
France
$20.3M +$15.2M +31,896 +297%
24 25
26
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