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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 %
CAAM
651
Cornerstone Advisors Asset Management
Pennsylvania
$19.2M +$1.19M +2,626 +7%
1WM
652
1900 Wealth Management
Texas
$19.1M +$12.1M +26,671 +173%
EBA
653
Eagle Bay Advisors
New York
$19M +$1.21M +2,673 +7%
WEG
654
World Equity Group
Illinois
$18.9M +$18.9M +41,724 New
BPCE
655
Bank Pictet & Cie (Europe)
Germany
$18.9M – – –
GCA
656
Greenwood Capital Associates
South Carolina
$18.9M -$3.07M -6,769 -14%
HWM
657
HB Wealth Management
Georgia
$18.9M +$1.24M +2,744 +7%
FCI
658
Financial Counselors Inc
Kansas
$18.8M +$29.9K +66 +0.2%
FFBTD
659
First Financial Bank - Trust Division
Ohio
$18.8M +$683K +1,505 +4%
SWMG
660
Sanchez Wealth Management Group
Florida
$18.8M +$47.2K +104 +0.3%
SAM
661
Silverhawk Asset Management
Arizona
$18.7M +$849K +1,872 +5%
RWMH
662
Riverpoint Wealth Management Holdings
Illinois
$18.7M -$20.9K -46 -0.1%
GSWM
663
Greenup Street Wealth Management
Michigan
$18.7M +$822K +1,811 +5%
PFGIA
664
Patriot Financial Group Insurance Agency
Massachusetts
$18.6M -$182K -401 -1%
CWA
665
Consilio Wealth Advisors
Washington
$18.5M +$5.91M +13,023 +47%
TVAMP
666
Tennessee Valley Asset Management Partners
Tennessee
$18.4M +$26.3K +58 +0.1%
EWM
667
Evermay Wealth Management
Virginia
$18.4M -$243K -535 -1%
BHIA
668
Birch Hill Investment Advisors
Massachusetts
$18.4M +$2.56M +5,647 +16%
SF
669
Synovus Financial
Georgia
$18.4M +$1.28M +2,827 +7%
MSA
670
Mason Street Advisors
Wisconsin
$18.4M +$7.8M +17,200 +74%
JFG
671
JMG Financial Group
Illinois
$18.3M -$47.2K -104 -0.3%
DWT
672
Dorsey & Whitney Trust
South Dakota
$18.1M -$389K -857 -2%
DC
673
DeDora Capital
California
$18.1M +$18.1M +39,899 New
SWM
674
SigFig Wealth Management
California
$18.1M -$818K -2,269 -4%
HR
675
Howe & Rusling
New York
$18M -$446K -984 -2%
25 26
27
28 29