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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 %
EFSCE
876
Enterprise Financial Services Corp (EFSC)
Missouri
$8.48M -$2.13M -5,614 -20%
HSA
877
HBK Sorce Advisory
Pennsylvania
$8.47M +$138K +365 +2%
WCP
878
Wick Capital Partners
Pennsylvania
$8.45M -$3.86M -10,175 -31%
SFG
879
Sovereign Financial Group
Connecticut
$8.43M +$937K +2,472 +13%
SFA
880
Source Financial Advisors
New York
$8.43M -$3M -7,909 -26%
FWP
881
Firethorn Wealth Partners
Georgia
$8.38M +$408K +989 +5%
ES
882
Eagle Strategies
New York
$8.38M +$2.93M +7,727 +54%
WB
883
WesBanco Bank
West Virginia
$8.3M +$182K +480 +2%
IA
884
IFG Advisory
Georgia
$8.29M +$773K +2,038 +10%
ICG
885
InterOcean Capital Group
Tennessee
$8.28M +$1.65M +4,360 +25%
FIM
886
Fernwood Investment Management
Massachusetts
$8.26M +$116K +306 +1%
RWM
887
Ritholtz Wealth Management
New York
$8.24M -$108M -285,697 -93%
CCM
888
Covington Capital Management
California
$8.23M +$975K +2,572 +13%
NSIM
889
North Star Investment Management
Illinois
$8.23M +$770K +2,031 +10%
PNC
890
Park National Corp
Ohio
$8.22M -$207K -545 -2%
TMWM
891
Taylor & Morgan Wealth Management
Michigan
$8.19M -$20.5K -54 -0.2%
LWP
892
Lumature Wealth Partners
Georgia
$8.16M -$602K -1,588 -7%
EK
893
Evensky & Katz
Florida
$8.13M -$38.3K -101 -0.5%
WA
894
WBH Advisory
Maryland
$8.05M +$551K +1,426 +7%
9WM
895
9258 Wealth Management
Ohio
$8.01M -$162K -426 -2%
MWP
896
MYCIO Wealth Partners
Pennsylvania
$7.92M -$693K -1,829 -8%
BIA
897
Bigelow Investment Advisors
Maine
$7.91M +$605K +1,595 +8%
Susquehanna International Group
898
Susquehanna International Group
Pennsylvania
$7.89M +$3.92M +10,335 +99%
LSA
899
Lansing Street Advisors
Pennsylvania
$7.89M +$1.63M +4,286 +26%
WJWM
900
Williams Jones Wealth Management
New York
$7.83M +$124K +328 +2%
34 35
36
37 38