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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 %
CAN
776
Claraphi Advisory Network
United States
$11M -$3.68M -9,716 -25%
IC
777
Intersect Capital
California
$11M -$359K -946 -3%
CBFP
778
Cedar Brook Financial Partners
Ohio
$11M -$327K -862 -3%
Janus Henderson Group
779
Janus Henderson Group
United Kingdom
$11M -$1.67M -4,401 -13%
DWM
780
Doyle Wealth Management
Florida
$10.9M +$5.57M +14,685 +104%
PM
781
Pembroke Management
Quebec, Canada
$10.9M +$172K +454 +2%
TFF
782
The Family Firm
Maryland
$10.9M -$153K -404 -1%
VWM
783
Venturi Wealth Management
Texas
$10.9M +$480K +1,265 +5%
GAM
784
Gould Asset Management
California
$10.9M -$320K -844 -3%
AMG
785
Asset Management Group
Connecticut
$10.8M +$35.3K +93 +0.3%
WDG
786
Wealth Dimensions Group
Ohio
$10.8M -$1.12M -2,962 -9%
LSAG
787
Lake Street Advisors Group
New Hampshire
$10.8M +$1.31M +3,447 +14%
KCM
788
Karp Capital Management
California
$10.8M +$7.43M +19,606 +224%
BWFA
789
Baltimore-Washington Financial Advisors
Maryland
$10.7M +$4.65M +12,275 +77%
DT
790
Diversified Trust
Tennessee
$10.7M +$1.47M +3,870 +16%
DIM
791
Delta Investment Management
California
$10.7M -$21.8M -57,482 -67%
D
792
Diversified
Delaware
$10.6M +$5.19M +13,694 +95%
RIM
793
Rakuten Investment Management
Japan
$10.6M -$382K -1,000 -3%
WF
794
Williams Financial
Vermont
$10.6M -$2.95M -7,777 -22%
SCA
795
Southern Capital Advisors
Tennessee
$10.6M +$236K +623 +2%
Parallax Volatility Advisers
796
Parallax Volatility Advisers
California
$10.6M +$9.92M +26,153 +1,543%
LFS
797
Lutz Financial Services
Nebraska
$10.5M -$211K -557 -2%
TNB
798
Thomasville National Bank
Georgia
$10.5M +$111K +292 +1%
TPCW
799
TD Private Client Wealth
New York
$10.4M -$2.19M -5,789 -17%
HCM
800
Highview Capital Management
Illinois
$10.4M +$79.6K +210 +0.8%
30 31
32
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