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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 %
SAM
1051
Smithbridge Asset Management
Pennsylvania
$5.34M -$102K -269 -2%
TI
1052
tru Independence
Oregon
$5.33M +$148K +389 +3%
ACM
1053
Armbruster Capital Management
New York
$5.33M -$2.59M -6,825 -33%
NG
1054
NatWest Group
United Kingdom
$5.31M – – –
VAS
1055
Vestmark Advisory Solutions
Massachusetts
$5.31M +$268K +708 +5%
JAG
1056
Journey Advisory Group
Kentucky
$5.3M +$282K +682 +6%
SF
1057
Symphony Financial
Texas
$5.29M +$794K +2,076 +18%
LSPW
1058
Lake Street Private Wealth
Illinois
$5.28M +$50.8K +134 +1%
CG
1059
Caprock Group
Idaho
$5.27M +$379 +1 +0%
SWA
1060
Sax Wealth Advisors
New Jersey
$5.25M +$441K +1,163 +9%
STB
1061
S&T Bank
Pennsylvania
$5.23M -$138K -365 -3%
BFG
1062
Beacon Financial Group
Texas
$5.22M -$88.5K -228 -2%
1IA
1063
1834 Investment Advisors
Wisconsin
$5.21M +$173K +456 +3%
HH
1064
Hilltop Holdings
Texas
$5.21M -$1.31M -3,465 -20%
BONH
1065
Bank of New Hampshire
New Hampshire
$5.2M +$317K +835 +6%
MPM
1066
Meritage Portfolio Management
Kansas
$5.2M +$652K +1,721 +14%
OWA
1067
One Wealth Advisors
California
$5.2M +$1.34M +3,545 +35%
RWP
1068
Ridgecrest Wealth Partners
California
$5.15M +$296K +780 +6%
SB
1069
Strategic Blueprint
Georgia
$5.15M -$612K -1,613 -11%
DWM
1070
Dakota Wealth Management
Florida
$5.13M +$1.1M +2,890 +27%
ESB
1071
Essex Savings Bank
Connecticut
$5.12M -$6.83K -18 -0.1%
JA
1072
JVL Associates
Michigan
$5.11M – – –
AF
1073
Advisornet Financial
Minnesota
$5.09M +$920K +2,427 +22%
CIC
1074
Carnegie Investment Counsel
Ohio
$5.08M +$118K +310 +2%
FNBOSM
1075
First National Bank of South Miami
Florida
$5.07M -$91K -240 -2%
41 42
43
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