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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 %
SFP
976
Shepherd Financial Partners
Massachusetts
$7.92M +$3.74M +8,249 +90%
DT
977
Daniels + Tansey
Delaware
$7.91M -$63.1K -139 -0.8%
ARG
978
Advisory Resource Group
Oklahoma
$7.9M -$56.7K -125 -0.7%
BWP
979
Baldwin Wealth Partners
Massachusetts
$7.9M -$4.08K -9 -0.1%
BCWM
980
Bartlett & Co Wealth Management
Ohio
$7.89M -$154K -340 -2%
BC
981
Bartlett & Co
Ohio
$7.89M -$154K -340 -2%
VCM
982
Vivaldi Capital Management
Illinois
$7.89M -$559K -1,386 -7%
RWIA
983
Roger Wittlin Investment Advisory
California
$7.87M -$2.4M -5,282 -23%
HAC
984
Harbor Advisory Corp
New Hampshire
$7.85M +$755K +1,663 +11%
PCOC
985
Power Corp of Canada
Canada
$7.81M +$7.81M +17,217 New
HH
986
Hilltop Holdings
Texas
$7.8M -$1.39M -3,071 -15%
SHFA
987
SC&H Financial Advisors
Maryland
$7.76M -$268K -590 -3%
LIM
988
Leavell Investment Management
Alabama
$7.76M -$2.37M -5,217 -23%
GWM
989
Gitterman Wealth Management
New Jersey
$7.75M -$1.34M -2,945 -15%
WCWM
990
Wooster Corthell Wealth Management
Connecticut
$7.7M -$80.3K -177 -1%
BAM
991
Baldrige Asset Management
Pennsylvania
$7.69M +$493K +1,087 +7%
HT
992
Heritage Trust
Oklahoma
$7.68M +$131K +288 +2%
BBPWM
993
Blue Bell Private Wealth Management
Pennsylvania
$7.66M -$1.64M -3,604 -18%
SIC
994
Shoker Investment Counsel
Ohio
$7.66M +$73K +161 +1%
T
995
TrueFG
Texas
$7.61M -$74.9K -165 -1%
KOC
996
Koss-Olinger Consulting
Florida
$7.6M -$651K -1,434 -8%
First Manhattan
997
First Manhattan
New York
$7.57M +$160K +353 +2%
TCM
998
Telos Capital Management
California
$7.52M +$562K +1,239 +8%
ML
999
McAdam LLC
Pennsylvania
$7.5M +$2.23M +4,916 +42%
CI
1000
Cavalier Investments
Georgia
$7.5M +$2.55M +5,628 +52%
38 39
40
41 42