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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 %
GBT
776
Grove Bank & Trust
Florida
$13.7M +$531K +1,170 +4%
SFA
777
Source Financial Advisors
New York
$13.7M -$721K -1,589 -5%
Nomura Asset Management
778
Nomura Asset Management
Japan
$13.7M +$8.87M +19,545 +185%
State Street
779
State Street
Massachusetts
$13.6M +$7.14M +15,746 +110%
IC
780
Intersect Capital
California
$13.6M +$123K +271 +0.9%
JHCP
781
Jackson Hole Capital Partners
Oklahoma
$13.6M +$633K +1,396 +5%
CBFP
782
Cedar Brook Financial Partners
Ohio
$13.5M -$251K -553 -2%
VHAM
783
Van Hulzen Asset Management
California
$13.4M +$2.6M +5,720 +24%
EW
784
Element Wealth
Mississippi
$13.4M -$131K -288 -1%
GAM
785
Gould Asset Management
California
$13.4M -$109K -240 -0.8%
RIM
786
Rakuten Investment Management
Japan
$13.2M -$553K -1,200 -4%
TFF
787
The Family Firm
Maryland
$13.2M +$354K +780 +3%
IWMWV
788
Ironwood Wealth Management (West Virginia)
West Virginia
$13.1M -$3.77M -8,318 -22%
SWM
789
Scissortail Wealth Management
Oklahoma
$13.1M +$380K +883 +3%
SCP
790
Silverleafe Capital Partners
Tennessee
$13.1M +$652K +1,437 +5%
CL
791
CPWM LLC
Washington
$13M -$108K -238 -0.8%
SS
792
Sunbelt Securities
Texas
$13M +$1.76M +3,825 +16%
WAP
793
Wealthcare Advisory Partners
Pennsylvania
$12.9M -$926K -2,042 -7%
PTC
794
Private Trust Company
Ohio
$12.9M +$287K +632 +2%
AMG
795
Asset Management Group
Connecticut
$12.9M +$63.1K +139 +0.5%
AL
796
ADE LLC
Maryland
$12.9M +$560K +1,235 +5%
FPFS
797
First Personal Financial Services
North Carolina
$12.9M +$226K +498 +2%
PM
798
Pembroke Management
Quebec, Canada
$12.8M +$3.09M +6,804 +32%
LFS
799
Lutz Financial Services
Nebraska
$12.8M +$333K +733 +3%
FA
800
Fermata Advisors
California
$12.8M +$1.35M +2,980 +12%
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