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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 %
P
1201
&Partners
Tennessee
$4.56M +$907 +2 +0%
TSWM
1202
Tyler-Stone Wealth Management
Ohio
$4.55M +$264K +581 +6%
SC
1203
Steph & Co
Wisconsin
$4.52M -$60.8K -134 -1%
HA
1204
HYA Advisors
Missouri
$4.47M +$692K +1,525 +18%
MWM
1205
Mission Wealth Management
California
$4.46M -$5.45K -12 -0.1%
IFA
1206
Index Fund Advisors
California
$4.46M -$120K -265 -3%
WPC
1207
Wedmont Private Capital
Pennsylvania
$4.45M -$459 -1 -0%
MAWAG
1208
Mid-American Wealth Advisory Group
Missouri
$4.44M +$2.77M +6,096 +165%
KFGK
1209
Keystone Financial Group (Kentucky)
Kentucky
$4.43M -$850K -1,874 -16%
KL
1210
KWMG LLC
Kansas
$4.43M -$103K -228 -2%
WPC
1211
Waters Parkerson & Co
Louisiana
$4.43M -$22.2K -49 -0.5%
EWM
1212
Endurance Wealth Management
Rhode Island
$4.41M -$20K -44 -0.5%
QPWM
1213
Quadrant Private Wealth Management
Pennsylvania
$4.39M +$1.71M +3,770 +64%
WF
1214
Welch & Forbes
Massachusetts
$4.38M +$295K +651 +7%
TFS
1215
Thoroughbred Financial Services
Tennessee
$4.38M +$715K +1,577 +20%
HIM
1216
Hanlon Investment Management
New Jersey
$4.36M +$1.34M +2,950 +44%
HIIFS
1217
Harel Insurance Investments & Financial Services
Israel
$4.34M +$4.34M +9,574 New
BCM
1218
Birmingham Capital Management
Alabama
$4.34M -$22.7K -50 -0.5%
GWS
1219
Glassman Wealth Services
Virginia
$4.34M +$836K +1,842 +24%
GIA
1220
Goodwin Investment Advisory
Georgia
$4.34M -$468K -1,029 -10%
WPP
1221
Whalerock Point Partners
Rhode Island
$4.33M – – –
SSWG
1222
Seven Springs Wealth Group
Tennessee
$4.3M +$159K +351 +4%
FWTB
1223
First Western Trust Bank
Colorado
$4.29M +$4.29M +9,316 New
TCM
1224
Triumph Capital Management
Colorado
$4.27M -$302K -666 -7%
WPC
1225
White Pine Capital
Minnesota
$4.27M +$354K +781 +9%
47 48
49
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