IVV icon

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 %
OWA
801
Outlook Wealth Advisors
Texas
$12.8M +$215K +473 +2%
PFG
802
Pacific Financial Group
Washington
$12.7M +$888K +1,958 +7%
EFSCE
803
Enterprise Financial Services Corp (EFSC)
Missouri
$12.7M -$123K -272 -1%
FC
804
Fulcrum Capital
Washington
$12.6M -$1.66M -3,654 -12%
VWM
805
Venturi Wealth Management
Texas
$12.4M +$4.28M +9,439 +53%
TNB
806
Thomasville National Bank
Georgia
$12.4M +$15.9K +35 +0.1%
SCA
807
Southern Capital Advisors
Tennessee
$12.4M +$2.41M +5,304 +24%
HCM
808
Highview Capital Management
Illinois
$12.3M +$1.2M +2,638 +11%
BFM
809
Boston Financial Management
Massachusetts
$12.3M +$11.5M +25,395 +1,477%
FC
810
Ferris Capital
Massachusetts
$12.3M -$368K -811 -3%
PCA
811
Permit Capital Advisors
Pennsylvania
$12.3M +$12.3M +27,441 New
AHC
812
Anderson Hoagland & Co
Missouri
$12.2M +$13.2K +29 +0.1%
FPW
813
Flagship Private Wealth
Massachusetts
$12.1M -$880K -1,939 -7%
CHA
814
Cooper/Haims Advisors
New York
$12.1M -$151K -332 -1%
WF
815
Wayfinding Financial
Washington
$12M -$129K -311 -1%
PGWM
816
Parisi Gray Wealth Management
New Jersey
$12M -$1.61M -3,554 -12%
GWM
817
Gray Wealth Management
Maine
$12M +$161K +355 +1%
CIP
818
Capital Insight Partners
Arizona
$12M -$491K -1,082 -4%
WCFA
819
Walkner Condon Financial Advisors
Wisconsin
$12M +$11.1M +24,436 +1,258%
AF
820
Apexium Financial
Texas
$12M +$85.7K +184 +0.7%
OCM
821
Objective Capital Management
Ohio
$11.9M +$390K +860 +3%
T. Rowe Price Associates
822
T. Rowe Price Associates
Maryland
$11.9M -$10.4M -22,841 -47%
GG
823
Gofen & Glossberg
Illinois
$11.9M +$243K +536 +2%
TCA
824
Transcend Capital Advisors
New Jersey
$11.8M +$2.15M +4,748 +22%
BFS
825
Bradley Foster & Sargent
Connecticut
$11.8M +$7.57M +16,677 +178%
31 32
33
34 35