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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,515 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,138 increasing their positions, 950 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,515
Holders Change
-60
Holders Change %
-2.33%
% of All Funds
42.53%
Holding in Top 10
801
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-3.73%
% of All Funds
13.54%
New
103
Increased
1,138
Reduced
950
Closed
126
Calls
$273M
Puts
$228M
Net Calls
+$44.7M
Net Calls Change
+$1.22B

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
626
NorthCrest Asset Manangement
Minnesota
$17.5M +$16.2M +42,631 +1,241%
MNBTD
627
Moody National Bank Trust Division
Texas
$17.3M – – –
WEG
628
World Equity Group
Illinois
$17.3M +$1.46M +3,845 +9%
DWT
629
Dorsey & Whitney Trust
South Dakota
$17.3M +$2.12M +5,585 +14%
SC
630
Sierra Capital
Florida
$17.3M +$810K +2,137 +5%
SC
631
Scotia Capital
Ontario, Canada
$17.2M +$896K +2,363 +5%
SS
632
Simplicity Solutions
Minnesota
$17.2M +$160K +422 +0.9%
EBA
633
Eagle Bay Advisors
New York
$17.1M +$1.2M +3,155 +8%
NCM
634
Nelson Capital Management
California
$17.1M +$15.5M +40,757 +964%
TA
635
Tiedemann Advisors
New York
$17M -$248K -653 -1%
AFG
636
Arkansas Financial Group
Arkansas
$16.9M +$583K +1,537 +4%
BFM
637
Boston Financial Management
Massachusetts
$16.8M +$6.56M +17,302 +64%
PCA
638
Pallas Capital Advisors
Massachusetts
$16.7M +$2.39M +6,005 +17%
HI
639
Human Investing
Oregon
$16.7M -$1.09M -2,882 -6%
RCAG
640
Rehmann Capital Advisory Group
Michigan
$16.5M +$172K +454 +1%
PCG
641
Prosperity Consulting Group
Maryland
$16.5M +$232K +611 +1%
WJA
642
Willis Johnson & Associates
Texas
$16.5M +$102K +269 +0.6%
CWA
643
Consilio Wealth Advisors
Washington
$16.5M +$1.05M +2,774 +7%
CWA
644
Choice Wealth Advisors
Maine
$16.5M +$16.5M +43,450 New
FFBTD
645
First Financial Bank - Trust Division
Ohio
$16.4M +$742K +1,958 +5%
IIC
646
Integrated Investment Consultants
Michigan
$16.4M +$29.2K +77 +0.2%
Jane Street
647
Jane Street
New York
$16.2M -$18.3M -48,379 -53%
SIA
648
Soltis Investment Advisors
Utah
$16.2M -$547K -1,442 -3%
CAAM
649
Cornerstone Advisors Asset Management
Pennsylvania
$16M -$379 -1 -0%
GAM
650
Gotham Asset Management
New York
$15.9M +$15.9M +42,001 New
24 25
26
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