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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$3.19B
2
BlackRock
2
BlackRock
New York
$33.5B
3
Millennium Management
3
Millennium Management
New York
$1.45B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.43B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.64B
2
Franklin Resources
2
Franklin Resources
California
$676M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$40.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
51
First Hawaiian Bank
Hawaii
$775M +$159M +333,960 +26%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$753M +$30.5M +63,566 +4%
VMPIC
53
Varma Mutual Pension Insurance Co
Finland
$748M +$508M +1,065,600 +212%
NAM
54
Nissay Asset Management
Japan
$739M – – –
UCFA
55
United Capital Financial Advisors
Texas
$733M -$3.33M -6,987 -0.5%
HighTower Advisors
56
HighTower Advisors
Illinois
$723M +$76.5M +160,368 +12%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$721M +$33.2M +69,666 +5%
AAS
58
Avantax Advisory Services
Texas
$720M +$22.7M +47,622 +3%
AA
59
Alesco Advisors
New York
$710M -$29.2M -61,149 -4%
FT
60
Fiduciary Trust
Massachusetts
$707M -$157K -329 -0%
SAM
61
Simplify Asset Management
Nevada
$700M +$137M +286,562 +24%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$694M +$51.6M +108,204 +8%
HWA
63
Heritage Wealth Advisors
Virginia
$688M -$1.82M -3,822 -0.3%
Franklin Resources
64
Franklin Resources
California
$676M -$757M -1,587,439 -53%
RFC
65
Regions Financial Corp
Alabama
$643M +$382K +800 +0.1%
V
66
Veritable
Delaware
$622M +$837K +1,754 +0.1%
RJA
67
Raymond James & Associates
Florida
$593M +$12.4M +26,017 +2%
WANY
68
Wealthspire Advisors (New York)
New York
$583M +$49.5M +103,749 +9%
PAS
69
Park Avenue Securities
New York
$573M +$80.5M +168,734 +16%
AG
70
AIA Group
Hong Kong
$567M +$12.1M +25,312 +2%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$565M +$565M +1,185,046 New
CAM
72
Cresset Asset Management
Illinois
$561M +$71.5M +149,917 +15%
Bessemer Group
73
Bessemer Group
New Jersey
$547M +$7.06M +14,795 +1%
PFO
74
Pathstone Family Office
New Jersey
$544M -$17.2M -35,915 -3%
JIC
75
Johnson Investment Counsel
Ohio
$542M +$1.98M +4,157 +0.4%
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