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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 %
MOS
1176
MGO One Seven
Ohio
$3.86M +$410K +1,082 +12%
FFM
1177
Forum Financial Management
Illinois
$3.85M +$436K +1,151 +13%
SFM
1178
Signet Financial Management
New Jersey
$3.85M -$16.7K -44 -0.4%
PJSIMP
1179
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.84M -$120K -289 -3%
TFS
1180
Thoroughbred Financial Services
Tennessee
$3.83M +$167K +441 +5%
GIA
1181
Guyasuta Investment Advisors
Pennsylvania
$3.82M -$7.58K -20 -0.2%
EWM
1182
Endurance Wealth Management
Rhode Island
$3.82M +$134K +353 +4%
P
1183
&Partners
Tennessee
$3.81M +$3.79K +10 +0.1%
GIA
1184
Goodwin Investment Advisory
Georgia
$3.77M +$156K +411 +4%
MWPCG
1185
Measured Wealth Private Client Group
New Hampshire
$3.77M -$1M -2,648 -21%
HIM
1186
Hanlon Investment Management
New Jersey
$3.76M +$121K +318 +3%
WMA
1187
Wealth Management Associates
New Jersey
$3.73M -$132K -348 -3%
QPWM
1188
Quadrant Private Wealth Management
Pennsylvania
$3.72M +$53.5K +141 +1%
WWM
1189
WJ Wealth Management
Arizona
$3.71M +$1.55M +4,079 +71%
AG
1190
Ascent Group
Virginia
$3.71M +$221K +534 +6%
WPC
1191
Waters Parkerson & Co
Louisiana
$3.7M +$1.14K +3 +0%
GWS
1192
Glassman Wealth Services
Virginia
$3.69M +$65.6K +173 +2%
Allianz Asset Management
1193
Allianz Asset Management
Germany
$3.69M +$1.93M +5,080 +109%
WPC
1194
Wedmont Private Capital
Pennsylvania
$3.68M +$1.9K +5 +0.1%
GAG
1195
GM Advisory Group
New York
$3.68M +$523K +1,378 +17%
CA
1196
Continuum Advisory
Idaho
$3.67M -$1.07M -2,824 -23%
FWTB
1197
First Western Trust Bank
Colorado
$3.67M +$110K +289 +3%
WPC
1198
White Pine Capital
Minnesota
$3.65M +$84.9K +224 +2%
KFGK
1199
Keystone Financial Group (Kentucky)
Kentucky
$3.65M -$52.7K -139 -1%
RCIM
1200
Red Cedar Investment Management
Michigan
$3.64M -$309K -816 -8%
46 47
48
49 50