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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 %
PCM
751
Pennsylvania Capital Management
Pennsylvania
$12.4M +$41K +108 +0.3%
MPW
752
MA Private Wealth
California
$12.3M -$3.95M -10,375 -24%
TC
753
TAGStone Capital
North Carolina
$12.2M +$2.65K +7 +0%
IDBONY
754
Israel Discount Bank of New York
New York
$12.1M -$1.69M -4,468 -12%
BRM
755
Boston Research & Management
Massachusetts
$12.1M +$487K +1,284 +4%
ST
756
Sageworth Trust
Pennsylvania
$12M -$5.31K -14 -0%
BFM
757
Broadview Financial Management
Wisconsin
$12M -$409K -1,078 -3%
SS
758
Sunbelt Securities
Texas
$12M +$1.25M +3,298 +12%
DC
759
DeDora Capital
California
$11.9M -$3.18M -8,391 -21%
SFG
760
StrategIQ Financial Group
Indiana
$11.9M -$14K -37 -0.1%
SSW
761
Smith Shellnut Wilson
Mississippi
$11.9M -$926K -2,441 -7%
HWA
762
HCR Wealth Advisors
California
$11.7M -$299K -788 -2%
CWC
763
Carolinas Wealth Consulting
North Carolina
$11.6M -$1.67M -4,406 -13%
WFA
764
Wellspring Financial Advisors
Ohio
$11.6M -$1.05M -2,762 -8%
VCP
765
Verus Capital Partners
Arizona
$11.5M -$3.26M -8,298 -22%
FPAS
766
Focus Partners Advisor Solutions
Missouri
$11.5M +$1.98M +5,215 +21%
IWMWV
767
Ironwood Wealth Management (West Virginia)
West Virginia
$11.4M +$136K +348 +1%
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$11.4M -$77K -203 -0.7%
RF
769
Resolute Financial
Massachusetts
$11.3M -$420K -1,108 -4%
PGFC
770
Peapack-Gladstone Financial Corp
New Jersey
$11.3M -$670K -1,768 -6%
AL
771
ADE LLC
Maryland
$11.1M +$365K +963 +3%
WF
772
Wayfinding Financial
Washington
$11.1M +$91.4K +241 +0.8%
EW
773
Element Wealth
Mississippi
$11.1M -$100K -265 -0.9%
BCM
774
BTC Capital Management
Iowa
$11.1M -$1.17M -3,083 -10%
FFS
775
Founders Financial Securities
Maryland
$11M -$1.93M -5,095 -15%
29 30
31
32 33