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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 %
IA
926
IFG Advisory
Georgia
$9M +$1.17M +2,577 +15%
SFG
927
Sovereign Financial Group
Connecticut
$8.97M -$4.88M -10,763 -35%
KC
928
Kingfisher Capital
North Carolina
$8.94M +$9.07K +20 +0.1%
WA
929
Winfield Associates
Ohio
$8.94M +$1.31M +2,881 +17%
NSIM
930
North Star Investment Management
Illinois
$8.92M +$62.6K +138 +0.7%
RWI
931
Red Wave Investments
Pennsylvania
$8.89M +$45.4K +100 +0.5%
DBT
932
Dubuque Bank & Trust
Iowa
$8.84M -$575K -1,268 -6%
GFS
933
GYL Financial Synergies
Connecticut
$8.77M -$2.26M -4,978 -20%
FWP
934
Firethorn Wealth Partners
Georgia
$8.76M +$2.3M +5,064 +36%
BIA
935
Bigelow Investment Advisors
Maine
$8.74M +$1.03M +2,269 +13%
FCC
936
Flower City Capital
New York
$8.74M -$829K -1,828 -9%
SCA
937
Spearhead Capital Advisors
Florida
$8.73M +$4.16M +9,167 +91%
CCM
938
Covington Capital Management
California
$8.69M +$1.13M +2,487 +15%
JWM
939
Jackson Wealth Management
Florida
$8.68M -$6.81K -15 -0.1%
BMM
940
Buffington Mohr McNeal
Idaho
$8.68M +$705K +1,554 +9%
FA
941
Forefront Analytics
Pennsylvania
$8.66M +$264K +582 +3%
NAG
942
Northstar Advisory Group
New Jersey
$8.66M -$16.3M -35,908 -65%
AA
943
Argent Advisors
Louisiana
$8.65M -$1.36M -2,994 -14%
CFS
944
CRA Financial Services
New Jersey
$8.64M +$487K +1,073 +6%
CFG
945
Cooper Financial Group
California
$8.64M +$1.32M +2,899 +18%
AWA
946
Aletheian Wealth Advisors
Washington
$8.64M -$1.92M -4,228 -18%
WP
947
WealthPLAN Partners
Nebraska
$8.62M -$265K -641 -3%
WIM
948
WealthPlan Investment Management
Nebraska
$8.62M +$8.62M +20,844 New
IGWM
949
ICA Group Wealth Management
Colorado
$8.52M +$8.52M +20,593 New
BL
950
BFSG LLC
California
$8.51M -$464K -1,023 -5%
36 37
38
39 40