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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 %
CFA
1101
Cahill Financial Advisors
Minnesota
$4.77M +$86.1K +227 +2%
NEGWA
1102
New England Guild Wealth Advisors
Connecticut
$4.75M +$48.5K +128 +1%
AWA
1103
Arete Wealth Advisors
Illinois
$4.74M -$882K -2,325 -16%
BP
1104
BBR Partners
New York
$4.74M +$1.53M +4,026 +48%
SIC
1105
Sterling Investment Counsel
New York
$4.72M +$176K +465 +4%
BBPWM
1106
Blue Bell Private Wealth Management
Pennsylvania
$4.72M -$1.68M -4,427 -26%
TPWA
1107
TRUE Private Wealth Advisors
Oregon
$4.71M +$253K +668 +6%
VCA
1108
Verdence Capital Advisors
Maryland
$4.67M +$268K +708 +6%
RFA
1109
Radnor Financial Advisors
Pennsylvania
$4.65M +$115K +304 +3%
IIC
1110
Ironwood Investment Counsel
Arizona
$4.64M -$173K -457 -4%
OFG
1111
OmniStar Financial Group
North Carolina
$4.64M +$298K +787 +7%
ACM
1112
Advisors Capital Management
New Jersey
$4.64M +$601K +1,584 +15%
CIR
1113
Clear Investment Research
Georgia
$4.61M +$180K +474 +4%
LNWTC
1114
Laird Norton Wetherby Trust Company
Washington
$4.61M +$76.2K +201 +2%
BI
1115
Berkeley Inc
Idaho
$4.59M +$157K +414 +4%
X
1116
Xponance
Pennsylvania
$4.57M -$854K -2,252 -16%
SFP
1117
Sterling Financial Planning
New Jersey
$4.57M +$155K +408 +4%
WA
1118
Wealthstar Advisors
Texas
$4.55M +$3.97M +10,465 +683%
FWM
1119
FFT Wealth Management
Pennsylvania
$4.51M -$27.2M -71,757 -86%
MFP
1120
Meridian Financial Partners
Virginia
$4.5M +$4.5M +11,172 New
ME
1121
McIlrath & Eck
Washington
$4.48M +$3.85M +10,144 +609%
GLLW
1122
Graves Light Lenhart Wealth
Virginia
$4.47M -$43.2K -114 -1%
FA
1123
Fountainhead AM
New Jersey
$4.45M +$4.45M +11,725 New
WB
1124
West Bancorporation
Iowa
$4.44M -$140K -368 -3%
FB
1125
Fulton Bank
Pennsylvania
$4.43M +$889K +2,345 +25%
43 44
45
46 47