IVV icon

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 %
PCM
826
Parsons Capital Management
Rhode Island
$9.74M +$22.4K +59 +0.2%
FPFS
827
First Personal Financial Services
North Carolina
$9.7M -$1.05M -2,779 -10%
LFAS
828
Level Four Advisory Services
Texas
$9.68M +$41.3K +109 +0.4%
HI
829
Horizon Investments
North Carolina
$9.66M -$2.31M -6,086 -19%
CPA
830
Capital Performance Advisors
California
$9.6M +$52.7K +139 +0.6%
4FG
831
4Thought Financial Group
New York
$9.58M +$5.2M +13,712 +119%
CWM
832
Castle Wealth Management
Florida
$9.57M +$9.57M +25,242 New
USCWA
833
U.S. Capital Wealth Advisors
Texas
$9.56M +$901K +2,377 +10%
SCP
834
Silverleafe Capital Partners
Tennessee
$9.55M -$1.36M -3,581 -12%
VHAM
835
Van Hulzen Asset Management
California
$9.54M -$1.7M -4,472 -15%
Treasurer of the State of North Carolina
836
Treasurer of the State of North Carolina
North Carolina
$9.52M +$1.52M +4,000 +19%
SOS
837
Silver Oak Securities
Tennessee
$9.51M +$2.19M +5,498 +30%
SFP
838
Shepherd Financial Partners
Massachusetts
$9.49M +$2.87M +7,576 +43%
FNWM
839
Financial Network Wealth Management
Utah
$9.49M +$175K +461 +2%
MWA
840
Motive Wealth Advisors
Michigan
$9.46M -$220K -580 -2%
TCWA
841
Ten Capital Wealth Advisors
Washington
$9.46M +$307K +809 +3%
GBT
842
Grove Bank & Trust
Florida
$9.31M -$2.14M -5,656 -19%
S
843
SignatureFD
Georgia
$9.28M +$5.02M +13,252 +118%
GLA
844
Good Life Advisors
Pennsylvania
$9.28M +$15.5K +41 +0.2%
TRIA
845
Trail Ridge Investment Advisors
Colorado
$9.26M -$445K -1,174 -5%
AWM
846
Abound Wealth Management
Tennessee
$9.23M +$3.22M +8,485 +53%
MAM
847
Madison Asset Management
Wisconsin
$9.21M -$132K -349 -1%
OCM
848
Objective Capital Management
Ohio
$9.19M -$764K -2,015 -8%
FC
849
Fusion Capital
South Carolina
$9.17M +$5.31K +14 +0.1%
Koshinski Asset Management
850
Koshinski Asset Management
Illinois
$9.15M -$13.3K -35 -0.1%
32 33
34
35 36