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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M

Top Buyers

1
BlackRock
1
BlackRock
New York
$28.3B
2
AWA
2
Arete Wealth Advisors
Illinois
$9.3B
3
FCAS
3
First Command Advisory Services
Texas
$3B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.11B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.38B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.2B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3B
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$67.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.71B
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Barings
North Carolina
$624M -$39.9M -103,919 -6%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$618M -$73.7M -191,807 -11%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$607M +$596M +1,552,015 +5,465%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$605M -$6.25M -16,252 -1%
UCFA
55
United Capital Financial Advisors
Texas
$586M +$4.27M +11,115 +0.7%
AA
56
Alesco Advisors
New York
$550M -$24.3M -63,375 -4%
FT
57
Fiduciary Trust
Massachusetts
$549M +$4.1M +10,675 +0.8%
AAS
58
Avantax Advisory Services
Texas
$543M -$118M -308,030 -18%
RJA
59
Raymond James & Associates
Florida
$527M +$16.2M +42,034 +3%
NAM
60
Nissay Asset Management
Japan
$519M +$139M +362,332 +37%
V
61
Veritable
Delaware
$513M +$10.3M +26,731 +2%
CAM
62
Cresset Asset Management
Illinois
$499M -$35.4M -125,276 -7%
AG
63
AIA Group
Hong Kong
$494M +$9.4M +24,457 +2%
M&T Bank
64
M&T Bank
New York
$494M -$32.5M -84,642 -6%
JIC
65
Johnson Investment Counsel
Ohio
$489M -$1.91M -4,969 -0.4%
RFC
66
Regions Financial Corp
Alabama
$488M -$7.06M -18,384 -1%
Brown Advisory
67
Brown Advisory
Maryland
$486M +$152M +394,750 +45%
BOF
68
Bank of Finland
Finland
$485M +$2.12M +5,530 +0.4%
NMIMC
69
Northwestern Mutual Investment Management Company
Wisconsin
$477M +$282M +733,400 +144%
BC
70
Bricktown Capital
Michigan
$474M +$474M +1,233,301 New
MCM
71
MAI Capital Management
Ohio
$466M +$38.4M +99,818 +9%
AHSSHC
72
Adventist Health System Sunbelt Healthcare Corp
Florida
$458M -$1.62M -4,204 -0.4%
SAM
73
Simplify Asset Management
Nevada
$452M -$130M -338,512 -22%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$424M +$4.99M +12,958 +1%
IMCOOI
75
Investment Management Corp of Ontario (IMCO)
Canada
$413M +$321M +836,052 +351%
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