IVV icon

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 %
WMP
951
Wealth Management Partners
Arizona
$6.97M -$733K -2,000 -10%
WWM
952
Windsor Wealth Management
Indiana
$6.96M -$9.59M -24,892 -58%
CAG
953
Csenge Advisory Group
Florida
$6.96M +$1.74M +4,594 +33%
BL
954
BFSG LLC
California
$6.92M -$188K -497 -3%
HCM
955
Hengehold Capital Management
Ohio
$6.91M +$1.44M +3,805 +26%
LIM
956
Leavell Investment Management
Alabama
$6.9M +$415K +1,095 +6%
NAG
957
Northstar Advisory Group
New Jersey
$6.87M -$364K -961 -5%
HG
958
Harbor Group
New Hampshire
$6.87M -$25.4K -67 -0.4%
WAL
959
W Advisors LLC
Tennessee
$6.86M +$1.22M +3,211 +22%
BAM
960
Baldrige Asset Management
Pennsylvania
$6.83M +$405K +1,069 +6%
AAM
961
Aureus Asset Management
Massachusetts
$6.82M +$36K +95 +0.5%
DW
962
Domani Wealth
Pennsylvania
$6.81M -$199K -524 -3%
SWPG
963
Strategic Wealth Partners Group
Illinois
$6.81M +$2.19M +5,785 +48%
TPSF
964
Texas Permanent School Fund
Texas
$6.81M +$1.08M +2,852 +19%
UCB
965
United Community Bank
South Carolina
$6.8M +$541K +1,427 +9%
BWM
966
Boyd Wealth Management
California
$6.79M -$1.03M -2,728 -13%
NFG
967
Nadler Financial Group
Illinois
$6.78M +$577K +1,522 +9%
BCWM
968
Bartlett & Co Wealth Management
Ohio
$6.77M +$176K +463 +3%
BC
969
Bartlett & Co
Ohio
$6.77M +$176K +463 +3%
XF
970
XML Financial
Maryland
$6.74M +$527K +1,390 +8%
HPWM
971
Highland Private Wealth Management
Washington
$6.74M +$574K +1,514 +9%
SCM
972
Spreng Capital Management
Ohio
$6.67M -$3.25M -8,309 -33%
EBSAM
973
Eubel Brady & Suttman Asset Management
Ohio
$6.66M +$1.01M +2,659 +18%
RCM
974
Raleigh Capital Management
North Carolina
$6.64M -$906K -2,389 -12%
PCP
975
Proficio Capital Partners
Massachusetts
$6.64M -$351K -927 -5%
37 38
39
40 41