IVV icon

iShares Core S&P 500 ETF

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
876
TFO Wealth Partners
Ohio
$8.33M -$109K -303 -1%
PWM
877
Perigon Wealth Management
California
$8.33M -$5.74K -16 -0.1%
CCG
878
Cypress Capital Group
Florida
$8.32M +$180K +501 +2%
SFG
879
Sovereign Financial Group
Connecticut
$8.29M +$310K +865 +4%
WA
880
WBH Advisory
Maryland
$8.27M +$790K +2,204 +11%
ICG
881
InterOcean Capital Group
Tennessee
$8.27M +$430K +1,200 +5%
SFP
882
Shepherd Financial Partners
Massachusetts
$8.25M -$733K -2,045 -8%
MSFS
883
Main Street Financial Solutions
Pennsylvania
$8.24M +$7.89K +22 +0.1%
OMC
884
Old Mission Capital
Illinois
$8.23M +$8.23M +22,946 New
DWM
885
Darwin Wealth Management
Florida
$8.19M -$1.03M -2,795 -11%
CC
886
Copperleaf Capital
North Carolina
$8.15M +$8.15M +22,736 New
PNC
887
Park National Corp
Ohio
$8.09M +$316K +881 +4%
HSA
888
HBK Sorce Advisory
Pennsylvania
$8.06M +$45.2K +126 +0.6%
OCM
889
Orion Capital Management
California
$8.04M +$883K +2,462 +12%
PFA
890
Pure Financial Advisors
California
$7.99M -$1.36M -3,794 -15%
CAM
891
Concorde Asset Management
Michigan
$7.98M +$1.16M +3,244 +17%
MWM
892
McNaughton Wealth Management
California
$7.96M +$1.73M +4,821 +28%
NSIM
893
North Star Investment Management
Illinois
$7.94M +$160K +445 +2%
ES
894
Eagle Strategies
New York
$7.94M +$13.6K +38 +0.2%
VAS
895
Vestmark Advisory Solutions
Massachusetts
$7.93M +$2.91M +8,106 +58%
CCM
896
Covington Capital Management
California
$7.92M +$135K +375 +2%
KWA
897
KCS Wealth Advisory
California
$7.88M -$214K -597 -3%
CA
898
CSM Advisors
Pennsylvania
$7.85M -$59.5M -166,000 -88%
WCP
899
Wick Capital Partners
Pennsylvania
$7.85M -$141K -392 -2%
X
900
Xponance
Pennsylvania
$7.83M +$3.51M +9,777 +81%