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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.76B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
1
Rafferty Asset Management
New York
$68.6M
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
BlackRock
3
BlackRock
New York
$24.5B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
51
Norinchukin Bank
Japan
$591M – – –
WANY
52
Wealthspire Advisors (New York)
New York
$579M +$50.4M +140,601 +10%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$557M +$18.6M +51,970 +3%
SAM
54
Simplify Asset Management
Nevada
$544M -$36.1M -100,778 -6%
UCFA
55
United Capital Financial Advisors
Texas
$543M +$1.48M +4,134 +0.3%
AA
56
Alesco Advisors
New York
$536M -$27.3M -76,137 -5%
FT
57
Fiduciary Trust
Massachusetts
$509M +$164K +458 +0%
M&T Bank
58
M&T Bank
New York
$491M +$8.43M +23,503 +2%
RJA
59
Raymond James & Associates
Florida
$476M +$50.7M +141,371 +12%
V
60
Veritable
Delaware
$470M +$166K +464 +0%
CCMG
61
Clark Capital Management Group
Pennsylvania
$466M +$465M +1,297,008 +40,506%
RFC
62
Regions Financial Corp
Alabama
$462M +$369K +1,030 +0.1%
JIC
63
Johnson Investment Counsel
Ohio
$459M +$30.3M +84,596 +7%
AG
64
AIA Group
Hong Kong
$452M +$6.06M +16,892 +1%
BOF
65
Bank of Finland
Finland
$451M +$2.34M +6,520 +0.5%
Bessemer Group
66
Bessemer Group
New Jersey
$437M -$1.67M -4,663 -0.4%
AHSSHC
67
Adventist Health System Sunbelt Healthcare Corp
Florida
$429M +$3.33M +9,288 +0.8%
MCM
68
MAI Capital Management
Ohio
$399M +$27.1M +75,684 +7%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$395M +$36.8M +101,497 +10%
5L
70
55I LLC
Massachusetts
$389M +$91.3M +254,639 +31%
FEG
71
Fund Evaluation Group
Ohio
$388M +$66.8M +186,228 +21%
NAM
72
Nissay Asset Management
Japan
$354M +$66.1M +184,200 +23%
MYLI
73
Meiji Yasuda Life Insurance
Japan
$352M +$352M +982,762 New
Charles Schwab
74
Charles Schwab
California
$340M -$14.8M -41,132 -4%
CM
75
Churchill Management
California
$319M -$5.89M -16,433 -2%
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