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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 %
NB
701
Northwest Bancshares
Pennsylvania
$14.2M -$159K -420 -1%
PCA
702
Providence Capital Advisors
North Carolina
$14.1M +$5M +13,187 +55%
GSWM
703
Greenup Street Wealth Management
Michigan
$14.1M -$1.52M -4,016 -10%
SWM
704
Scissortail Wealth Management
Oklahoma
$14.1M -$421K -883 -3%
FCI
705
Financial Counselors Inc
Kansas
$14M -$1.7M -4,480 -11%
EWM
706
EPG Wealth Management
Georgia
$14M -$372K -981 -3%
VA
707
Valmark Advisers
Ohio
$14M +$1.03M +2,719 +8%
RIA
708
Richwood Investment Advisors
Ohio
$13.9M +$844K +2,225 +6%
CC
709
Cadinha & Co
Hawaii
$13.8M -$35.3M -93,002 -72%
OCM
710
One Capital Management
California
$13.8M -$17.8M -47,019 -56%
Neuberger Berman Group
711
Neuberger Berman Group
New York
$13.7M -$2.59M -6,829 -16%
CA
712
CoreCap Advisors
Michigan
$13.7M -$916K -2,417 -6%
HI
713
Harbour Investments
Wisconsin
$13.6M +$13.6M +36,000 New
HR
714
Hardy Reed
Mississippi
$13.6M -$57.3K -151 -0.4%
AAS
715
Annex Advisory Services
Wisconsin
$13.6M +$205K +540 +2%
HFS
716
Hantz Financial Services
Michigan
$13.6M +$7.31M +19,275 +117%
SIM
717
Stratos Investment Management
Ohio
$13.5M +$247K +651 +2%
HC
718
Hoese & Co
Minnesota
$13.5M -$944K -2,490 -7%
RWG
719
Regal Wealth Group
California
$13.5M +$1.04M +2,735 +8%
NFG
720
Nations Financial Group
Iowa
$13.5M -$2.52M -6,655 -16%
DJYG
721
David J. Yvars Group
Florida
$13.5M -$1.06M -2,755 -7%
JHCP
722
Jackson Hole Capital Partners
Oklahoma
$13.5M +$2.13M +5,624 +19%
AGA
723
Accuvest Global Advisors
Utah
$13.5M +$11M +28,909 +439%
SF
724
Summit Financial
New Jersey
$13.4M +$143K +377 +1%
CL
725
Choreo LLC
Illinois
$13.3M +$129K +339 +1%
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