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 %
First Manhattan
1001
First Manhattan
New York
$6.25M -$73.2K -193 -1%
GWM
1002
Greenhouse Wealth Management
Connecticut
$6.22M +$21.2K +56 +0.3%
CPA
1003
Cardiff Park Advisors
California
$6.2M +$11.4K +30 +0.2%
LP
1004
LGL Partners
Pennsylvania
$6.18M +$278K +733 +5%
MWM
1005
Maripau Wealth Management
Indiana
$6.17M -$979K -2,370 -14%
NL
1006
NEPC LLC
Massachusetts
$6.14M – – –
MWM
1007
Meridian Wealth Management
Kentucky
$6.14M +$1.3M +3,421 +27%
YIA
1008
YHB Investment Advisors
Connecticut
$6.14M +$56.1K +148 +0.9%
HT
1009
Heritage Trust
Oklahoma
$6.14M -$281K -740 -4%
JIP
1010
Jaffetilchin Investment Partners
Florida
$6.13M +$39.1K +103 +0.6%
MCA
1011
MSH Capital Advisors
Arizona
$6.09M -$89.1K -235 -1%
CC
1012
Chicago Capital
Illinois
$6.06M +$86.8K +229 +1%
PFM
1013
Patton Fund Management
Texas
$6.04M +$5.27M +13,892 +685%
PFA
1014
Pinnacle Family Advisors
Missouri
$6.03M -$7.81M -20,596 -56%
LA
1015
Latitude Advisors
Florida
$6.03M -$28.3M -74,646 -82%
SFG
1016
Sunburst Financial Group
Alabama
$6.01M +$302K +797 +5%
BTWM
1017
Baker Tilly Wealth Management
Wisconsin
$6M -$107K -283 -2%
FRA
1018
Frank Rimerman Advisors
California
$5.97M +$4.15M +10,947 +229%
DBT
1019
Dubuque Bank & Trust
Iowa
$5.96M -$1.43M -3,763 -19%
FAM
1020
Forte Asset Management
New York
$5.96M +$5.96M +15,718 New
GKWIM
1021
Gerber Kawasaki Wealth & Investment Management
California
$5.95M +$1.39M +3,676 +31%
IAG
1022
Investment Advisory Group
Massachusetts
$5.94M -$19K -50 -0.3%
GWM
1023
Gitterman Wealth Management
New Jersey
$5.9M -$581K -1,533 -9%
Russell Investments Group
1024
Russell Investments Group
United Kingdom
$5.89M +$528K +1,394 +10%
CIAS
1025
CFS Investment Advisory Services
New Jersey
$5.89M -$2.38B -6,271,254 -100%
39 40
41
42 43