IVV icon

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 %
PFWA
1151
Paces Ferry Wealth Advisors
Georgia
$4.13M +$59.1K +156 +1%
NWA
1152
New World Advisors
Massachusetts
$4.1M -$1.89M -4,971 -32%
RC
1153
Roundview Capital
New Jersey
$4.08M +$48.9K +129 +1%
RP
1154
Riverbridge Partners
Minnesota
$4.07M +$165K +436 +4%
JIR
1155
James Investment Research
Ohio
$4.07M -$300K -792 -7%
TFCP
1156
Twin Focus Capital Partners
Massachusetts
$4.06M -$44.7K -118 -1%
State Street
1157
State Street
Massachusetts
$4.06M -$7.31M -19,291 -64%
Invesco
1158
Invesco
Georgia
$4.05M +$3.27M +8,614 +415%
MCC
1159
Money Concepts Capital
Florida
$4.04M -$47M -122,642 -92%
RMAM
1160
Raab & Moskowitz Asset Management
New Jersey
$4.03M -$136K -360 -3%
PWA
1161
Peterson Wealth Advisors
Utah
$4.01M -$4.17K -11 -0.1%
Nomura Asset Management
1162
Nomura Asset Management
Japan
$3.98M -$1.38M -7,775 -26%
SFG
1163
Sage Financial Group
Pennsylvania
$3.98M +$3.98M +10,490 New
AssetMark Inc
1164
AssetMark Inc
California
$3.97M -$3.68M -9,701 -48%
FG
1165
Fiduciary Group
Georgia
$3.97M -$106K -250 -3%
FC
1166
Financial Council
Maryland
$3.97M -$30.7K -81 -0.8%
DAS
1167
Dynamic Advisor Solutions
Arizona
$3.96M +$557K +1,470 +16%
UCMOK
1168
United Capital Management of KS
Kansas
$3.95M -$126K -332 -3%
HA
1169
HYA Advisors
Missouri
$3.95M +$217K +571 +6%
TSWM
1170
Tyler-Stone Wealth Management
Ohio
$3.93M +$128K +337 +3%
DY
1171
Dowling & Yahnke
California
$3.92M +$19.7K +52 +0.5%
CCM
1172
Ciovacco Capital Management
Georgia
$3.91M +$3.91M +10,307 New
NCM
1173
NCM Capital Management
New Jersey
$3.89M -$1.43M -3,775 -27%
CIAS
1174
Capital Investment Advisory Services
North Carolina
$3.89M +$81.9K +216 +2%
SC
1175
Steph & Co
Wisconsin
$3.88M +$111K +293 +3%
45 46
47
48 49