IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.7B
2
Goldman Sachs
Goldman Sachs
New York
+$1.68B
3
Osaic Holdings
Osaic Holdings
Arizona
+$632M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$465M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$441M

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
-$1.54B
2
SLI
Sumitomo Life Insurance
Japan
-$1.07B
3
BlackRock
BlackRock
New York
-$826M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$538M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
776
Latitude Advisors
Florida
$10.9M +$5.17M +14,410 +91%
HIC
777
Hartline Investment Corp
Illinois
$10.9M +$10.9M +30,302 New
WIM
778
WealthPlan Investment Management
Nebraska
$10.8M +$10.8M +27,415 New
SCA
779
Southern Capital Advisors
Tennessee
$10.8M +$784K +2,185 +8%
WDG
780
Wealth Dimensions Group
Ohio
$10.8M +$614K +1,712 +6%
CWC
781
Carolinas Wealth Consulting
North Carolina
$10.8M -$206K -575 -2%
IFAM
782
Institutional & Family Asset Management
Colorado
$10.8M -$1.41M -3,930 -12%
EW
783
Element Wealth
Mississippi
$10.7M +$244K +681 +2%
PFS
784
Prospera Financial Services
Texas
$10.7M +$3.38M +9,426 +46%
TNB
785
Thomasville National Bank
Georgia
$10.7M +$785K +2,189 +8%
IWMWV
786
Ironwood Wealth Management (West Virginia)
West Virginia
$10.7M +$31.7K +87 +0.3%
CBFP
787
Cedar Brook Financial Partners
Ohio
$10.6M +$272K +759 +3%
BFS
788
Bradley Foster & Sargent
Connecticut
$10.6M +$1.07M +2,977 +11%
EPM
789
Elm Partners Management
Pennsylvania
$10.6M -$3.92M -10,931 -27%
AMG
790
Asset Management Group
Connecticut
$10.5M +$328K +914 +3%
RF
791
Resolute Financial
Massachusetts
$10.5M -$195K -544 -2%
PWMAG
792
Pinnacle Wealth Management Advisory Group
New Jersey
$10.5M +$780K +2,174 +8%
GAM
793
Gould Asset Management
California
$10.5M +$199K +555 +2%
AWM
794
Avaii Wealth Management
Wisconsin
$10.4M -$1.84M -5,131 -15%
BWS
795
Buck Wealth Strategies
Colorado
$10.4M +$10.4M +24,229 New
TVAMP
796
Tennessee Valley Asset Management Partners
Tennessee
$10.4M -$4.15M -11,585 -29%
FPCP
797
Fort Point Capital Partners
California
$10.3M +$920K +2,564 +10%
HWA
798
HCR Wealth Advisors
California
$10.3M -$779K -2,172 -7%
1832 Asset Management
799
1832 Asset Management
Ontario, Canada
$10.3M -$6.47M -18,037 -39%
DIM
800
Delta Investment Management
California
$10.3M +$149K +416 +1%
30 31
32
33 34