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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 %
JFG
676
JMG Financial Group
Illinois
$15.1M -$152K -400 -1%
CCFM
677
Clear Creek Financial Management
Washington
$15.1M +$955K +2,520 +7%
CPIG
678
Chicago Partners Investment Group
Illinois
$15.1M -$257K -621 -2%
DFA
679
DHK Financial Advisors
New Hampshire
$15M – – –
IC
680
Iconiq Capital
California
$15M +$89.1K +235 +0.6%
MSA
681
McAlister Sweet & Associates
Texas
$14.9M +$2.76M +7,283 +23%
SIG
682
Stonegate Investment Group
Alabama
$14.9M +$14.9M +39,208 New
AFP
683
Ausdal Financial Partners
Iowa
$14.9M +$7.14M +18,837 +92%
KPW
684
Kore Private Wealth
New York
$14.8M +$2.42M +6,382 +20%
BWP
685
Bernardo Wealth Planning
Pennsylvania
$14.8M -$163K -431 -1%
PGA
686
Portland Global Advisors
Maine
$14.7M +$1.18M +3,110 +9%
PWMG
687
Provence Wealth Management Group
California
$14.7M +$791K +2,086 +6%
VC
688
Vestor Capital
Illinois
$14.7M -$103K -272 -0.7%
PHAM
689
Palisades Hudson Asset Management
Florida
$14.6M -$2.55M -6,733 -15%
WSFS
690
Wilmington Savings Fund Society
Delaware
$14.6M -$259K -684 -2%
VWA
691
VERITY Wealth Advisors
United States
$14.6M -$81.5K -215 -0.6%
GVAG
692
Great Valley Advisor Group
Delaware
$14.6M +$1.39M +3,653 +11%
KWM
693
Keebeck Wealth Management
Illinois
$14.5M +$555K +1,465 +4%
SWA
694
SFMG Wealth Advisors
Texas
$14.5M -$56.6M -149,225 -80%
CGFA
695
Colton Groome Financial Advisors
North Carolina
$14.5M +$2.2M +5,808 +18%
FNT
696
First National Trust
Pennsylvania
$14.4M -$316K -833 -2%
MWP
697
Moller Wealth Partners
$14.4M +$203K +535 +1%
SBLIC
698
Security Benefit Life Insurance Company
Kansas
$14.3M -$5.5M -14,500 -28%
MFC
699
Morris Financial Concepts
South Carolina
$14.3M +$1.04M +2,740 +8%
BJL
700
Brighton Jones LLC
Washington
$14.2M +$312K +824 +2%
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