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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 %
Treasurer of the State of North Carolina
901
Treasurer of the State of North Carolina
North Carolina
$9.58M +$2.96M +6,516 +45%
SMG
902
Smart Money Group
Texas
$9.52M +$2.35M +5,185 +33%
ACM
903
Armbruster Capital Management
New York
$9.47M +$590K +1,300 +7%
RWA
904
Redhawk Wealth Advisors
Minnesota
$9.45M -$28.6K -63 -0.3%
HWIS
905
Hancock Whitney Investment Services
Louisiana
$9.4M -$45M -99,137 -83%
MFT
906
Moisand Fitzgerald Tamayo
Florida
$9.4M -$7.61M -16,781 -45%
BWM
907
Boyd Wealth Management
California
$9.36M -$674K -1,485 -7%
PCA
908
Personal Capital Advisors
California
$9.29M -$1.01M -2,225 -10%
Barclays
909
Barclays
United Kingdom
$9.28M +$2.29M +5,049 +33%
CAM
910
Concorde Asset Management
Michigan
$9.25M +$556K +1,226 +6%
AFP
911
Ausdal Financial Partners
Iowa
$9.24M +$865K +1,907 +10%
WJWM
912
Williams Jones Wealth Management
New York
$9.22M -$278K -612 -3%
OFG
913
Omega Financial Group
California
$9.17M +$906K +1,996 +11%
AWM
914
Aries Wealth Management
Maine
$9.17M +$8.96M +19,757 +4,333%
FFP
915
Forbes Financial Planning
Rhode Island
$9.16M +$162K +358 +2%
AssetMark Inc
916
AssetMark Inc
California
$9.15M -$130M -286,799 -93%
MWA
917
MFA Wealth Advisors
Pennsylvania
$9.12M +$3.67M +8,085 +67%
HNW
918
High Note Wealth
Minnesota
$9.11M -$1.69M -3,736 -16%
GCM
919
Granby Capital Management
Florida
$9.07M – – –
CTC
920
Central Trust Company
Missouri
$9.06M -$273K -601 -3%
VPW
921
Vericrest Private Wealth
Pennsylvania
$9.06M -$418K -922 -4%
MI
922
Mercer Investments
Massachusetts
$9.04M -$898K -1,979 -9%
RCM
923
Raleigh Capital Management
North Carolina
$9.03M +$9.03M +19,913 New
AAMC
924
Asset Allocation & Management Company
Illinois
$9.03M +$801K +1,766 +10%
PPWM
925
PFG Private Wealth Management
Florida
$9.03M -$8.31M -18,323 -48%
35 36
37
38 39