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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 %
PPW
851
Pinnacle Private Wealth
Massachusetts
$9.14M +$505K +1,331 +6%
CW
852
CreativeOne Wealth
Kansas
$9.12M +$1.03M +2,730 +13%
MWP
853
Madison Wealth Partners
Wisconsin
$9.12M +$489K +1,291 +6%
TRCT
854
Tower Research Capital (TRC)
New York
$9.01M +$9.01M +23,763 New
SFFS
855
Stonehage Fleming Financial Services
Jersey
$9M +$8.6M +22,676 +2,121%
FWM
856
Frontier Wealth Management
Missouri
$9M +$350K +923 +4%
ATPW
857
Ashton Thomas Private Wealth
Arizona
$8.97M +$86.4K +228 +1%
DI
858
DAGCO Inc
Ohio
$8.96M +$359K +948 +4%
PAG
859
Private Advisory Group
Washington
$8.95M -$4.79M -12,638 -35%
WB
860
Webster Bank
Connecticut
$8.93M – – –
TWP
861
TFO Wealth Partners
Ohio
$8.92M -$537K -1,415 -6%
PIMG
862
Patriot Investment Management Group
Tennessee
$8.9M +$163K +431 +2%
HIA
863
Harbor Investment Advisory
Maryland
$8.9M -$191K -503 -2%
PCA
864
Peddock Capital Advisors
Massachusetts
$8.86M +$231K +609 +3%
HWMA
865
Heritage Wealth Management (Arizona)
Arizona
$8.85M -$282K -743 -3%
CFC
866
Client First Capital
California
$8.84M -$218K -574 -2%
PPP
867
Private Portfolio Partners
New Jersey
$8.82M +$238K +629 +3%
PWM
868
Perigon Wealth Management
California
$8.81M -$924K -2,436 -9%
HAS
869
Holland Advisory Services
Florida
$8.8M +$645K +1,700 +8%
MSFS
870
Main Street Financial Solutions
Pennsylvania
$8.71M -$126K -333 -1%
MWM
871
Merriman Wealth Management
Washington
$8.67M -$5.36M -14,128 -38%
CCM
872
Canal Capital Management
Virginia
$8.61M +$26.2K +69 +0.3%
CCG
873
Cypress Capital Group
Florida
$8.61M -$85.3K -225 -1%
KWA
874
KCS Wealth Advisory
California
$8.56M -$80.4K -212 -0.9%
CCP
875
Corient Capital Partners
California
$8.49M -$151K -399 -2%
33 34
35
36 37