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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 %
RWP
826
Revolve Wealth Partners
New Jersey
$11.7M -$16.8K -37 -0.1%
PWM
827
Perigon Wealth Management
California
$11.6M +$676K +1,489 +6%
KW
828
KWB Wealth
California
$11.6M – – –
PCM
829
Parsons Capital Management
Rhode Island
$11.6M -$181K -398 -2%
TRIA
830
Trail Ridge Investment Advisors
Colorado
$11.6M +$1.1M +2,416 +10%
PWMAG
831
Pinnacle Wealth Management Advisory Group
New Jersey
$11.6M +$1.38M +3,031 +13%
MWA
832
Motive Wealth Advisors
Michigan
$11.6M -$599K -1,320 -5%
PWM
833
Praetorian Wealth Management
California
$11.6M -$275K -607 -2%
LFAS
834
Level Four Advisory Services
Texas
$11.5M -$54.9K -121 -0.5%
SCM
835
Spreng Capital Management
Ohio
$11.5M +$1.46M +3,219 +15%
CTA
836
Chesley Taft & Associates
Illinois
$11.5M +$60.3K +137 +0.5%
CPA
837
Capital Performance Advisors
California
$11.4M -$76.2K -168 -0.7%
SFG
838
Snider Financial Group
Washington
$11.4M +$285K +628 +3%
FPAS
839
Focus Partners Advisor Solutions
Missouri
$11.4M +$11.4M +25,051 New
BFEC
840
Benjamin F. Edwards & Company
Missouri
$11.3M +$304K +670 +3%
PA
841
PSI Advisors
Florida
$11.3M -$156K -343 -1%
PCG
842
Private Capital Group
Connecticut
$11.3M +$3.82M +8,420 +51%
TWP
843
TFO Wealth Partners
Ohio
$11.3M -$28.1K -62 -0.2%
LSAG
844
Lake Street Advisors Group
New Hampshire
$11.3M +$2.35M +5,184 +26%
MAM
845
Madison Asset Management
Wisconsin
$11.2M -$550K -1,213 -5%
Simplex Trading
846
Simplex Trading
Illinois
$11.2M +$8.11M +17,869 +266%
FNWM
847
Financial Network Wealth Management
Utah
$11.1M +$774K +1,706 +7%
GLA
848
Good Life Advisors
Pennsylvania
$11.1M +$383K +844 +4%
EA
849
Efficient Advisors
Ohio
$11M -$2.55M -5,616 -19%
DT
850
Diversified Trust
Tennessee
$11M +$450K +991 +4%
32 33
34
35 36