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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
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
726
Summit Financial
New Jersey
$15.8M +$353K +777 +2%
Lido Advisors
727
Lido Advisors
California
$15.8M -$224K -494 -1%
CL
728
Choreo LLC
Illinois
$15.8M +$1.09M +2,397 +7%
ECG
729
Edge Capital Group
Georgia
$15.8M -$4.45M -9,813 -22%
LA
730
Lynch & Associates
Indiana
$15.8M -$149K -328 -0.9%
GG
731
GenWealth Group
New Jersey
$15.7M -$1.67M -3,682 -10%
HIG
732
Heritage Investment Group
Florida
$15.7M +$7.21M +15,901 +85%
RIA
733
Richwood Investment Advisors
Ohio
$15.6M +$629K +1,387 +4%
VVP
734
Venture Visionary Partners
Ohio
$15.6M -$445K -980 -3%
OIA
735
OneDigital Investment Advisors
Kansas
$15.6M -$105K -232 -0.7%
FFS
736
Founders Financial Securities
Maryland
$15.5M +$785K +1,731 +5%
VA
737
Valmark Advisers
Ohio
$15.5M -$167K -367 -1%
PBO
738
Peoples Bank (Ohio)
Ohio
$15.5M +$295K +651 +2%
SSW
739
Smith Shellnut Wilson
Mississippi
$15.3M +$967K +2,131 +7%
HSWM
740
Hubbell Strickland Wealth Management
Louisiana
$15.3M -$355K -782 -2%
BHB
741
Bank Hapoalim BM
Israel
$15.2M +$15.2M +33,500 New
TC
742
Trilogy Capital
California
$15.2M +$2.64M +5,818 +21%
CF
743
Copperwynd Financial
Arizona
$15.2M -$117K -258 -0.8%
KCM
744
Kennicott Capital Management
California
$15.1M +$7.92M +17,455 +110%
Janus Henderson Group
745
Janus Henderson Group
United Kingdom
$15.1M -$1.53M -3,379 -9%
TPCW
746
TD Private Client Wealth
New York
$15.1M -$2.22M -4,892 -13%
WFA
747
Wellspring Financial Advisors
Ohio
$15.1M +$2.09M +4,597 +16%
AWM
748
Avaii Wealth Management
Wisconsin
$15.1M +$3.14M +6,915 +26%
IFAM
749
Institutional & Family Asset Management
Colorado
$15.1M -$123K -272 -0.8%
BFM
750
Broadview Financial Management
Wisconsin
$14.9M +$37.2K +82 +0.3%
28 29
30
31 32