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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 %
VCM
926
Vivaldi Capital Management
Illinois
$7.48M +$66K +174 +0.9%
EFS
927
Essex Financial Services
Connecticut
$7.46M +$807K +2,129 +12%
KC
928
Kingfisher Capital
North Carolina
$7.46M -$15.5K -41 -0.2%
VPW
929
Vericrest Private Wealth
Pennsylvania
$7.44M -$132K -349 -2%
BIP
930
Blueprint Investment Partners
North Carolina
$7.39M -$909K -2,398 -11%
ABC
931
Associated Banc-Corp
Wisconsin
$7.38M +$385K +1,015 +6%
RWA
932
Redhawk Wealth Advisors
Minnesota
$7.36M -$534K -1,409 -7%
SAS
933
SMI Advisory Services
Indiana
$7.35M +$388K +1,023 +6%
MBT
934
Montecito Bank & Trust
California
$7.3M +$270K +713 +4%
IGWM
935
ICA Group Wealth Management
Colorado
$7.29M -$1.45M -3,416 -17%
PTC
936
Private Trust Company
Ohio
$7.28M -$3.49M -9,209 -32%
CAM
937
Concorde Asset Management
Michigan
$7.2M -$532K -1,402 -7%
DWM
938
Defined Wealth Management
Oregon
$7.16M -$1.62M -4,284 -18%
AAS
939
Ameritas Advisory Services
Nebraska
$7.16M +$110K +290 +2%
GFS
940
GYL Financial Synergies
Connecticut
$7.13M -$199K -524 -3%
PCA
941
Personal Capital Advisors
California
$7.11M -$656K -1,731 -8%
Barclays
942
Barclays
United Kingdom
$7.09M -$660K -1,740 -9%
NRW
943
Nova R Wealth
Kansas
$7.06M -$1.34M -3,544 -16%
KWM
944
KerberRose Wealth Management
Wisconsin
$7.03M +$7.03M +18,541 New
SHFA
945
SC&H Financial Advisors
Maryland
$7.03M +$540K +1,424 +8%
AWMG
946
Alliance Wealth Management Group
New Jersey
$7.02M +$986K +2,601 +16%
EA
947
Efficient Advisors
Ohio
$7.02M -$2.21M -5,831 -24%
EW
948
Emerson Wealth
Michigan
$7M +$1.43M +3,772 +26%
AWA
949
Aletheian Wealth Advisors
Washington
$6.97M -$252K -665 -3%
SDAM
950
Shulman DeMeo Asset Management
New York
$6.97M +$23.5K +62 +0.3%
36 37
38
39 40