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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
Creative Planning
Kansas
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
726
Certified Advisory Corp
Florida
$13.3M +$54.2K +143 +0.4%
BPCE
727
Bank Pictet & Cie (Europe)
Germany
$13.3M -$2.5M -6,600 -16%
OBWG
728
Onyx Bridge Wealth Group
New York
$13.3M -$11.3M -28,563 -46%
FAIM
729
Financial Advocates Investment Management
Washington
$13.3M -$1.58M -4,166 -11%
BFEC
730
Benjamin F. Edwards & Company
Missouri
$13.2M +$3.72M +9,819 +39%
LA
731
Lynch & Associates
Indiana
$13.2M +$6.07K +16 +0%
KCM
732
Kennicott Capital Management
California
$13M +$389K +1,026 +3%
AWM
733
Avaii Wealth Management
Wisconsin
$13M +$370K +977 +3%
AF
734
Apexium Financial
Texas
$13M +$2.91M +7,425 +29%
ECG
735
Edge Capital Group
Georgia
$13M -$219K -577 -2%
MFT
736
Moisand Fitzgerald Tamayo
Florida
$13M +$5.1M +13,463 +65%
HSWM
737
Hubbell Strickland Wealth Management
Louisiana
$13M +$183K +483 +1%
AIM
738
Acropolis Investment Management
Missouri
$12.9M +$699K +1,843 +6%
Lido Advisors
739
Lido Advisors
California
$12.9M -$345K -910 -3%
IFAM
740
Institutional & Family Asset Management
Colorado
$12.9M +$266K +702 +2%
FA
741
Fermata Advisors
California
$12.8M +$2.17M +5,725 +20%
PBO
742
Peoples Bank (Ohio)
Ohio
$12.8M -$93.3K -246 -0.7%
CAG
743
Crestwood Advisors Group
Massachusetts
$12.8M +$1.19M +3,137 +10%
BHB
744
Bank Hapoalim BM
Israel
$12.7M – – –
WHG
745
Westwood Holdings Group
Texas
$12.7M +$499K +1,315 +4%
C
746
Certuity
Florida
$12.6M -$2.31M -6,104 -16%
PFP
747
Pinnacle Financial Partners
Tennessee
$12.6M +$571K +1,507 +5%
FAM
748
Frontier Asset Management
Wyoming
$12.5M -$1.58M -4,160 -11%
OIA
749
OneDigital Investment Advisors
Kansas
$12.5M -$557K -1,469 -4%
CFO
750
CVA Family Office
Colorado
$12.4M -$1.16M -3,058 -9%
28 29
30
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