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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
1
Creative Planning
Kansas
$7.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$5.12B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.24B
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$677M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$9.64B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
2
United Services Automobile Association
Texas
$34.2M
3
SLI
3
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
4
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
51
Franklin Resources
California
$600M +$22.3M +58,913 +4%
AA
52
Alesco Advisors
New York
$596M +$8.17M +21,554 +1%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$595M +$184M +507,082 +45%
MML Investors Services
54
MML Investors Services
Massachusetts
$594M +$58M +152,972 +11%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$573M -$25.8M -67,498 -4%
UCFA
56
United Capital Financial Advisors
Texas
$573M -$2.26M -5,969 -0.4%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$569M -$4.93K -13 -0%
WANY
58
Wealthspire Advisors (New York)
New York
$559M +$26.8M +70,781 +5%
FT
59
Fiduciary Trust
Massachusetts
$537M -$7.16M -18,883 -1%
V
60
Veritable
Delaware
$496M -$419K -1,106 -0.1%
M&T Bank
61
M&T Bank
New York
$490M +$52.8M +144,940 +12%
RFC
62
Regions Financial Corp
Alabama
$488M -$27.6M -72,696 -5%
BOF
63
Bank of Finland
Finland
$474M -$436M -1,150,784 -48%
AG
64
AIA Group
Hong Kong
$472M +$7.12M +18,779 +2%
Bessemer Group
65
Bessemer Group
New Jersey
$464M +$17M +44,867 +4%
Bank of Nova Scotia
66
Bank of Nova Scotia
Ontario, Canada
$463M -$54.9M -144,820 -11%
JIC
67
Johnson Investment Counsel
Ohio
$453M -$2.03M -5,344 -0.4%
AHSSHC
68
Adventist Health System Sunbelt Healthcare Corp
Florida
$451M -$8.91M -23,500 -2%
RJA
69
Raymond James & Associates
Florida
$450M -$15.8M -41,780 -3%
PFO
70
Pathstone Family Office
New Jersey
$429M -$3.1M -8,187 -0.7%
LWIC
71
Leith Wheeler Investment Counsel
British Columbia, Canada
$400M +$1.07M +2,186 +0.3%
MCM
72
MAI Capital Management
Ohio
$393M +$23.1M +61,035 +6%
Charles Schwab
73
Charles Schwab
California
$375M -$490K -1,293 -0.1%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$375M -$64.4M -169,699 -15%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$372M +$155M +408,124 +71%
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