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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 %
LWAC
1001
Laurel Wealth Advisors (California)
California
$7.49M +$1.6M +3,523 +27%
HFS
1002
Hantz Financial Services
Michigan
$7.49M +$6.94M +15,293 +1,258%
UCB
1003
United Community Bank
South Carolina
$7.49M +$147K +325 +2%
MWM
1004
Maripau Wealth Management
Indiana
$7.46M +$719K +1,670 +11%
RDIA
1005
RE Dickinson Investment Advisors
Iowa
$7.46M -$4.52M -9,971 -38%
XF
1006
XML Financial
Maryland
$7.44M +$938K +2,068 +14%
LSA
1007
Lansing Street Advisors
Pennsylvania
$7.42M +$7.42M +16,512 New
GWM
1008
Greenhouse Wealth Management
Connecticut
$7.42M -$1.09M -2,403 -13%
NFG
1009
Nadler Financial Group
Illinois
$7.42M +$848K +1,869 +13%
CPA
1010
Cardiff Park Advisors
California
$7.4M +$981K +2,162 +15%
MCA
1011
MSH Capital Advisors
Arizona
$7.39M +$3.63K +8 +0%
HPWM
1012
Highland Private Wealth Management
Washington
$7.37M -$255K -563 -3%
FPCP
1013
Fort Point Capital Partners
California
$7.36M +$1.46M +3,228 +25%
NL
1014
NEPC LLC
Massachusetts
$7.35M -$52.2K -115 -0.7%
APW
1015
Acima Private Wealth
Virginia
$7.32M +$677K +1,492 +10%
RIM
1016
Rockbridge Investment Management
New York
$7.31M -$21.8K -48 -0.3%
BTWM
1017
Baker Tilly Wealth Management
Wisconsin
$7.3M +$59K +130 +0.8%
YIA
1018
YHB Investment Advisors
Connecticut
$7.28M +$244K +537 +3%
Millennium Management
1019
Millennium Management
New York
$7.27M -$1.37B -3,017,056 -99%
CA
1020
CGN Advisors
Kansas
$7.25M +$684K +1,507 +10%
AWMG
1021
Alliance Wealth Management Group
New Jersey
$7.22M +$800K +1,764 +12%
AWM
1022
Abound Wealth Management
Tennessee
$7.2M +$914K +2,015 +15%
JM
1023
Jeneq Management
New York
$7.17M – – –
SAM
1024
Silvercrest Asset Management
New York
$7.17M +$374K +824 +6%
CC
1025
Chicago Capital
Illinois
$7.15M +$55.4K +122 +0.8%
39 40
41
42 43