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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 %
PG
1076
Patten Group
Tennessee
$6.35M +$20.4K +45 +0.3%
NG
1077
NatWest Group
United Kingdom
$6.35M -$32.7K -72 -0.5%
IMRF
1078
Illinois Municipal Retirement Fund
Illinois
$6.34M -$1.62M -3,581 -20%
JIP
1079
Jaffetilchin Investment Partners
Florida
$6.32M -$288K -731 -4%
KWM
1080
Kingsview Wealth Management
Oregon
$6.31M -$344K -759 -5%
CG
1081
Caprock Group
Idaho
$6.31M +$250K +550 +4%
MD
1082
Money Design
Japan
$6.29M -$166K -367 -3%
BFG
1083
Beacon Financial Group
Texas
$6.28M +$19.8K +43 +0.3%
LSPW
1084
Lake Street Private Wealth
Illinois
$6.25M +$6.25M +13,784 New
CAG
1085
Csenge Advisory Group
Florida
$6.24M +$107K +236 +2%
TI
1086
tru Independence
Oregon
$6.2M -$2.48M -5,472 -29%
WCM
1087
Wealthcare Capital Management
Virginia
$6.2M -$495K -1,092 -7%
AFS
1088
Annapolis Financial Services
Maryland
$6.17M +$41.3K +91 +0.7%
FNBOSM
1089
First National Bank of South Miami
Florida
$6.17M +$121K +267 +2%
UIA
1090
UBP Investment Advisors
Switzerland
$6.14M +$5.45M +42,571 +795%
ESB
1091
Essex Savings Bank
Connecticut
$6.14M +$55.3K +122 +0.9%
JA
1092
JVL Associates
Michigan
$6.12M – – –
CWM
1093
C2C Wealth Management
Arizona
$6.12M -$123K -275 -2%
APG
1094
Abacus Planning Group
South Carolina
$6.09M -$10.4K -23 -0.2%
TWA
1095
TCI Wealth Advisors
Arizona
$6.08M -$46.7K -103 -0.8%
RWA
1096
RGT Wealth Advisors
Texas
$6.08M +$4.39M +9,667 +260%
1IA
1097
1834 Investment Advisors
Wisconsin
$6.03M -$193K -426 -3%
VAS
1098
Vestmark Advisory Solutions
Massachusetts
$6.03M -$1.93M -4,243 -24%
CPW
1099
Catalyst Private Wealth
California
$5.97M +$5.48M +12,074 +1,109%
AWS
1100
AJ Wealth Strategies
New York
$5.96M +$605K +1,334 +11%
42 43
44
45 46