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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 %
FAM
701
Frontier Asset Management
Wyoming
$16.8M +$339K +748 +2%
SC
702
Savant Capital
Illinois
$16.8M -$360K -793 -2%
MWM
703
Merriman Wealth Management
Washington
$16.8M +$6.58M +14,498 +64%
KWM
704
Keebeck Wealth Management
Illinois
$16.7M +$6.65M +14,668 +66%
PWMG
705
Provence Wealth Management Group
California
$16.6M +$6.72M +14,821 +68%
BJL
706
Brighton Jones LLC
Washington
$16.6M -$7.71K -17 -0%
PFA
707
Pinnacle Family Advisors
Missouri
$16.6M -$5.47M -12,051 -25%
IDBONY
708
Israel Discount Bank of New York
New York
$16.5M -$125K -275 -0.7%
PAG
709
Private Advisory Group
Washington
$16.4M +$3.31M +7,305 +25%
LHWM
710
Lake Hills Wealth Management
Texas
$16.4M -$6.62M -14,590 -29%
NCM
711
Next Capital Management
New York
$16.4M +$995K +2,193 +6%
NCM
712
Novare Capital Management
North Carolina
$16.3M +$3.58M +7,899 +28%
HR
713
Hardy Reed
Mississippi
$16.3M -$132K -291 -0.8%
CFO
714
CVA Family Office
Colorado
$16.3M -$636K -1,401 -4%
WF
715
Williams Financial
Vermont
$16.2M +$3.58M +7,892 +28%
PGA
716
Portland Global Advisors
Maine
$16.2M +$2.34M +5,155 +17%
KPWS
717
Kestra Private Wealth Services
Texas
$16.1M -$2.39M -5,262 -13%
GVAG
718
Great Valley Advisor Group
Delaware
$16M -$1.96M -4,251 -11%
AAS
719
Annex Advisory Services
Wisconsin
$16M -$789K -1,739 -5%
VCP
720
Verus Capital Partners
Arizona
$15.9M +$15.9M +37,686 New
CWC
721
Carolinas Wealth Consulting
North Carolina
$15.9M +$527K +1,161 +3%
SIM
722
Stratos Investment Management
Ohio
$15.9M -$101K -223 -0.6%
CAC
723
Certified Advisory Corp
Florida
$15.9M +$215K +473 +1%
MFC
724
Morris Financial Concepts
South Carolina
$15.8M +$466K +1,028 +3%
PCA
725
Pallas Capital Advisors
Massachusetts
$15.8M +$656K +1,491 +4%
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