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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 %
BWCS
651
Beirne Wealth Consulting Services
Connecticut
$15.9M -$198K -523 -1%
SAM
652
Silverhawk Asset Management
Arizona
$15.8M +$160K +421 +1%
BOC
653
Bull Oak Capital
California
$15.8M +$947K +2,499 +6%
MFG
654
Monumental Financial Group
Maryland
$15.8M -$2.67M -7,050 -14%
MWM
655
Modera Wealth Management
New Jersey
$15.8M -$443K -1,169 -3%
SWMG
656
Sanchez Wealth Management Group
Florida
$15.7M +$28.8K +76 +0.2%
BHIA
657
Birch Hill Investment Advisors
Massachusetts
$15.7M +$337K +888 +2%
NGA
658
Naples Global Advisors
Florida
$15.7M +$4.22M +11,122 +37%
SMG
659
Smart Money Group
Texas
$15.7M +$7.76M +20,455 +97%
IWM
660
IHT Wealth Management
Illinois
$15.7M -$479K -1,263 -3%
RWMH
661
Riverpoint Wealth Management Holdings
Illinois
$15.6M +$17.4K +46 +0.1%
KPWS
662
Kestra Private Wealth Services
Texas
$15.6M +$2.17M +5,729 +16%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$15.6M +$42.1K +111 +0.3%
SF
664
Synovus Financial
Georgia
$15.5M +$159K +420 +1%
TVAMP
665
Tennessee Valley Asset Management Partners
Tennessee
$15.4M -$49.7K -131 -0.3%
EPM
666
Elm Partners Management
Pennsylvania
$15.3M +$1.07M +2,821 +8%
CAWM
667
Capital Advisors Wealth Management
Washington
$15.3M +$1.19M +3,145 +8%
EWM
668
Evermay Wealth Management
Virginia
$15.3M -$129K -341 -0.8%
SAF
669
Smith Anglin Financial
Texas
$15.3M -$12.1M -31,962 -44%
HIG
670
Heritage Investment Group
Florida
$15.2M +$2.1M +5,538 +16%
TF
671
Trek Financial
Arizona
$15.2M +$757K +1,996 +5%
FA
672
FDx Advisors
Illinois
$15.2M +$2.94M +7,765 +24%
NCM
673
Next Capital Management
New York
$15.2M +$1.51M +3,970 +11%
HR
674
Howe & Rusling
New York
$15.2M +$112K +296 +0.7%
BNP Paribas Financial Markets
675
BNP Paribas Financial Markets
France
$15.1M -$61.4M -162,024 -80%
25 26
27
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