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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
1
Bank of America
North Carolina
$20.6B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.2B
3
Goldman Sachs
3
Goldman Sachs
New York
$3.07B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10.9B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$722M

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$0
2
Squarepoint
2
Squarepoint
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.92B
4
Victory Capital Management
4
Victory Capital Management
Texas
$215M
5
Millennium Management
5
Millennium Management
New York
$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$722M +$722M +1,566,006 New
HighTower Advisors
52
HighTower Advisors
Illinois
$712M +$24.1M +53,020 +3%
AA
53
Alesco Advisors
New York
$703M +$28M +61,771 +4%
Franklin Resources
54
Franklin Resources
California
$692M +$48.5M +106,837 +8%
UCFA
55
United Capital Financial Advisors
Texas
$688M -$9.19M -20,263 -1%
CAM
56
Cresset Asset Management
Illinois
$684M +$151M +332,956 +28%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$681M -$4.5M -9,929 -0.7%
FT
58
Fiduciary Trust
Massachusetts
$652M -$20.5M -45,083 -3%
MML Investors Services
59
MML Investors Services
Massachusetts
$642M +$154M +338,501 +31%
WANY
60
Wealthspire Advisors (New York)
New York
$637M +$82.5M +181,757 +15%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$619M +$140M +309,090 +29%
RFC
62
Regions Financial Corp
Alabama
$617M +$5.01M +11,044 +0.8%
HWA
63
Heritage Wealth Advisors
Virginia
$614M -$41.3M -91,033 -6%
V
64
Veritable
Delaware
$594M +$3.05M +6,714 +0.5%
RJA
65
Raymond James & Associates
Florida
$558M -$6.66M -14,686 -1%
AG
66
AIA Group
Hong Kong
$556M +$16.1M +35,530 +3%
AHSSHC
67
Adventist Health System Sunbelt Healthcare Corp
Florida
$550M -$319M -702,900 -37%
M&T Bank
68
M&T Bank
New York
$545M +$36M +79,278 +7%
JIC
69
Johnson Investment Counsel
Ohio
$544M +$28.1M +61,927 +5%
Bessemer Group
70
Bessemer Group
New Jersey
$534M +$14.3M +31,579 +3%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$529M +$87.1M +190,412 +20%
NAM
72
Nissay Asset Management
Japan
$528M -$175M -385,305 -25%
PFO
73
Pathstone Family Office
New Jersey
$517M +$1.38M +3,047 +0.3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$513M +$12.3M +27,208 +2%
BA
75
Bridgewater Associates
Connecticut
$510M +$113M +249,645 +29%
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