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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 %
CIC
1076
Cutler Investment Counsel
Oregon
$5.05M +$169K +445 +3%
PO
1077
Private Ocean
California
$5.05M +$384K +1,014 +8%
APG
1078
Abacus Planning Group
South Carolina
$5.04M -$48.9K -129 -1%
AWS
1079
AJ Wealth Strategies
New York
$5.04M +$57.6K +152 +1%
FCA
1080
FLC Capital Advisors
California
$5.02M +$308K +812 +7%
WCM
1081
Wealthcare Capital Management
Virginia
$5.02M -$158K -418 -3%
AFS
1082
Annapolis Financial Services
Maryland
$5.02M -$139K -367 -3%
TWA
1083
TCI Wealth Advisors
Arizona
$5.01M -$67.1K -177 -1%
BB
1084
Berkshire Bank
Massachusetts
$5M -$1.79M -4,726 -26%
Bank Julius Baer & Co
1085
Bank Julius Baer & Co
Switzerland
$4.99M -$21.5M -56,825 -81%
PMFA
1086
Plante Moran Financial Advisors
Michigan
$4.98M +$106K +280 +2%
DC
1087
Davenport & Co
Virginia
$4.98M -$551K -1,454 -10%
TW
1088
Transform Wealth
Colorado
$4.97M +$1.02M +2,678 +26%
KWILP
1089
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.96M -$16.1M -42,375 -76%
SAM
1090
S.A. Mason
Michigan
$4.94M +$264K +695 +6%
Natixis Advisors
1091
Natixis Advisors
Massachusetts
$4.93M -$491K -1,294 -9%
GIS
1092
Grayhawk Investment Strategies
Alberta, Canada
$4.93M +$4.93M +10,103 New
SAM
1093
Silvercrest Asset Management
New York
$4.93M -$1.06M -2,793 -18%
MCM
1094
Maryland Capital Management
Maryland
$4.93M +$91K +240 +2%
QC
1095
Quent Capital
New York
$4.9M -$7.58K -20 -0.2%
VNB
1096
Virginia National Bank
Virginia
$4.9M -$504K -1,328 -9%
Betterment LLC
1097
Betterment LLC
New York
$4.89M +$189K +498 +4%
IF
1098
Intrua Financial
Texas
$4.85M -$545K -1,437 -10%
TC
1099
Trust Company
Kansas
$4.85M – – –
DA
1100
Doliver Advisors
Texas
$4.8M -$546K -1,440 -10%
42 43
44
45 46