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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 %
PCA
876
Peddock Capital Advisors
Massachusetts
$10.3M +$179K +394 +2%
MWP
877
Madison Wealth Partners
Wisconsin
$10.3M +$442K +974 +4%
MWP
878
MYCIO Wealth Partners
Pennsylvania
$10.3M +$828K +1,826 +9%
PPP
879
Private Portfolio Partners
New Jersey
$10.3M +$2.9M +6,385 +39%
CCM
880
Canal Capital Management
Virginia
$10.3M -$339K -748 -3%
PWP
881
Personal Wealth Partners
Minnesota
$10.2M -$112K -246 -1%
DI
882
DAGCO Inc
Ohio
$10.1M +$923K +2,064 +10%
DSN
883
D. Scott Neal
Kentucky
$10.1M -$157K -345 -2%
PNC
884
Park National Corp
Ohio
$10.1M -$806K -1,776 -7%
NRW
885
Nova R Wealth
Kansas
$10.1M +$1.04M +2,294 +12%
FWM
886
Frontier Wealth Management
Missouri
$10M +$2.26M +5,127 +29%
HSA
887
HBK Sorce Advisory
Pennsylvania
$9.97M +$3M +6,605 +43%
BIP
888
Blueprint Investment Partners
North Carolina
$9.93M -$47.6K -105 -0.5%
TMWM
889
Taylor & Morgan Wealth Management
Michigan
$9.82M -$176K -389 -2%
9WM
890
9258 Wealth Management
Ohio
$9.78M +$2.47M +5,435 +34%
EK
891
Evensky & Katz
Florida
$9.77M -$32.7K -72 -0.3%
HAS
892
Holland Advisory Services
Florida
$9.76M -$652K -1,438 -6%
FIM
893
Fernwood Investment Management
Massachusetts
$9.74M -$38.6K -85 -0.4%
WB
894
WesBanco Bank
West Virginia
$9.71M +$13.6K +30 +0.1%
CW
895
CreativeOne Wealth
Kansas
$9.68M -$4.62M -10,185 -32%
DWM
896
Darwin Wealth Management
Florida
$9.68M +$1.55M +3,412 +19%
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
$9.67M +$88K +194 +0.9%
Jones Financial Companies
898
Jones Financial Companies
Missouri
$9.65M +$737K +1,624 +8%
WMP
899
Wealth Management Partners
Arizona
$9.64M +$918K +2,000 +11%
WIA
900
World Investment Advisors
California
$9.63M +$1.58M +3,492 +20%
34 35
36
37 38