IVV icon

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 %
IC
626
IEQ Capital
California
$20.5M +$80.8K +178 +0.4%
OGF
627
Orin Green Financial
California
$20.4M +$646K +1,423 +3%
ERWM
628
Elk River Wealth Management
Colorado
$20.4M +$1.77M +3,896 +9%
SS
629
Simplicity Solutions
Minnesota
$20.4M +$13.2M +29,186 +186%
AIA
630
Avalon Investment & Advisory
Texas
$20.2M +$7.04M +15,523 +53%
BBHBI
631
B, B, H, & B Inc
Alabama
$20M -$1.63M -3,587 -8%
SIA
632
Soltis Investment Advisors
Utah
$20M -$4.91M -10,822 -20%
IFA
633
Interactive Financial Advisors
Illinois
$19.9M -$2.17M -4,813 -10%
PPW
634
PACK Private Wealth
Minnesota
$19.7M +$581K +1,280 +3%
SC
635
Sierra Capital
Florida
$19.7M -$128K -283 -0.6%
WJA
636
Willis Johnson & Associates
Texas
$19.6M -$311K -685 -2%
IIC
637
Integrated Investment Consultants
Michigan
$19.6M -$44.9K -99 -0.2%
RCAG
638
Rehmann Capital Advisory Group
Michigan
$19.6M +$718K +1,582 +4%
AFG
639
Arkansas Financial Group
Arkansas
$19.6M -$407K -898 -2%
Neuberger Berman Group
640
Neuberger Berman Group
New York
$19.5M -$1.74M -3,840 -8%
SC
641
Scotia Capital
Ontario, Canada
$19.5M -$1.48M -3,253 -7%
PCG
642
Prosperity Consulting Group
Maryland
$19.5M -$941K -2,074 -5%
BFA
643
BMS Financial Advisors
South Dakota
$19.5M -$7.27M -16,028 -27%
MWM
644
Modera Wealth Management
New Jersey
$19.4M +$1.63M +3,596 +9%
IWM
645
IHT Wealth Management
Illinois
$19.3M -$1.4M -3,090 -7%
MPW
646
MA Private Wealth
California
$19.3M +$1.09M +2,396 +6%
WWM
647
Windsor Wealth Management
Indiana
$19.3M -$540K -1,202 -3%
BWCS
648
Beirne Wealth Consulting Services
Connecticut
$19.3M +$82.6K +182 +0.4%
NFG
649
Nations Financial Group
Iowa
$19.2M -$217K -479 -1%
NRA
650
NSI Retail Advisors
Pennsylvania
$19.2M +$19.2M +42,300 New
24 25
26
27 28