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 %
KL
1201
KWMG LLC
Kansas
$3.63M -$70.2K -185 -2%
HIIFS
1202
Harel Insurance Investments & Financial Services
Israel
$3.63M – – –
DWP
1203
Destiny Wealth Partners
Florida
$3.62M -$345K -910 -9%
PAM
1204
Peak Asset Management
Colorado
$3.61M -$426K -1,123 -11%
WF
1205
Welch & Forbes
Massachusetts
$3.6M -$62.6K -165 -2%
BO
1206
BRR OpCo
Ohio
$3.59M +$61.1K +161 +2%
OWA
1207
Outlook Wealth Advisors
Texas
$3.59M -$7.06M -18,630 -66%
MI
1208
Moneywise Inc
Virginia
$3.58M -$538K -1,418 -13%
Nuveen Asset Management
1209
Nuveen Asset Management
Illinois
$3.56M – – –
BOTW
1210
Bank of the West
California
$3.55M -$300K -791 -8%
CBN
1211
Cadence Bank NA
Texas
$3.54M +$843K +2,224 +31%
SSWG
1212
Seven Springs Wealth Group
Tennessee
$3.53M -$72.4K -191 -2%
Financial Engines Advisors
1213
Financial Engines Advisors
California
$3.5M -$915K -2,413 -21%
ASW
1214
Astoria Strategic Wealth
Texas
$3.49M -$774K -2,041 -18%
CPC
1215
Congress Park Capital
New York
$3.48M +$990K +2,610 +40%
MFC
1216
Mechanics Financial Corp
Ohio
$3.47M -$82.3K -217 -2%
SGCA
1217
Steel Grove Capital Advisors
Tennessee
$3.46M +$639K +1,685 +23%
DPI
1218
Diversified Portfolios Inc
Michigan
$3.45M +$1.65M +4,350 +91%
WPP
1219
Whalerock Point Partners
Rhode Island
$3.45M -$168K -444 -5%
SIC
1220
Salem Investment Counselors
North Carolina
$3.41M +$244K +644 +8%
EA
1221
Emerald Advisors
Washington
$3.39M +$141K +372 +4%
SFG
1222
Summit Financial Group
West Virginia
$3.38M – – –
SFO
1223
Stokes Family Office
Louisiana
$3.36M +$1.55M +4,093 +86%
CPIA
1224
Cornell Pochily Investment Advisors
New York
$3.36M -$117K -308 -3%
MWP
1225
Meridian Wealth Partners
Pennsylvania
$3.34M +$32.2K +85 +1%
47 48
49
50 51