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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 %
GEA
1026
Glen Eagle Advisors
New Jersey
$5.88M +$166K +439 +3%
SB
1027
Simmons Bank
Arkansas
$5.86M -$68.2K -180 -1%
FWIA
1028
Fort Washington Investment Advisors
Ohio
$5.85M -$25.8K -68 -0.4%
WP
1029
WMS Partners
Maryland
$5.84M – – –
MSAGDF
1030
Moneda SA Administradora General de Fondos
Chile
$5.82M +$1.65M +4,364 +40%
KOC
1031
Koss-Olinger Consulting
Florida
$5.78M -$575K -1,517 -9%
AWM
1032
Axxcess Wealth Management
California
$5.73M +$1.22M +3,207 +27%
PG
1033
Patten Group
Tennessee
$5.7M +$228K +583 +4%
CI
1034
Cavalier Investments
Georgia
$5.7M -$574K -1,514 -9%
EWM
1035
Empirical Wealth Management
Washington
$5.69M +$861K +2,271 +18%
LWAC
1036
Laurel Wealth Advisors (California)
California
$5.69M -$570K -1,503 -9%
MF
1037
Meridian Financial
Massachusetts
$5.68M +$190K +500 +3%
BAM
1038
Belpointe Asset Management
Nevada
$5.67M +$240K +633 +4%
CF
1039
Centaurus Financial
California
$5.66M +$26.5K +70 +0.5%
NPP
1040
New Potomac Partners
Maryland
$5.61M +$141K +373 +3%
PP
1041
PFS Partners
New Jersey
$5.52M -$95.2K -251 -2%
AB
1042
Amalgamated Bank
New York
$5.47M – – –
LPWM
1043
Lake Point Wealth Management
Texas
$5.44M -$271K -714 -5%
EI
1044
Ellevest Inc
New York
$5.44M +$59.5K +157 +1%
AT
1045
American Trust
Kentucky
$5.44M +$602K +1,588 +12%
SGK
1046
Steigerwald Gordon & Koch
Virginia
$5.43M -$44.4K -117 -0.8%
MD
1047
Money Design
Japan
$5.39M +$132K +349 +3%
KIA
1048
KCM Investment Advisors
California
$5.39M +$758 +2 +0%
CWM
1049
C2C Wealth Management
Arizona
$5.38M +$394 +1 +0%
WP
1050
WealthSource Partners
California
$5.34M +$502K +1,325 +10%
40 41
42
43 44