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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 %
BFA
1226
Beacon Financial Advisory
Ohio
$3.33M -$80K -211 -2%
MSAM
1227
Moloney Securities Asset Management
Missouri
$3.33M +$166K +439 +5%
SJIM
1228
St. Johns Investment Management
Florida
$3.33M +$290K +766 +10%
ACG
1229
Allen Capital Group
Nebraska
$3.32M +$696K +1,836 +27%
CPWA
1230
Cerro Pacific Wealth Advisors
California
$3.32M -$2.15M -5,670 -39%
ACM
1231
AlphaStar Capital Management
North Carolina
$3.31M -$570K -1,504 -15%
ARC
1232
Advisor Resource Council
Texas
$3.31M +$3.31M +8,717 New
GA
1233
GFS Advisors
Texas
$3.3M +$2.1M +5,375 +174%
CASB
1234
Cape Ann Savings Bank
Massachusetts
$3.29M -$6.82K -18 -0.2%
LI
1235
LVZ Inc
Michigan
$3.29M -$2.59M -6,835 -44%
WG
1236
Welch Group
Alabama
$3.29M +$421K +1,111 +15%
FB
1237
First Bancorp
Maine
$3.28M -$8.72K -23 -0.3%
WBC
1238
West Branch Capital
Massachusetts
$3.28M -$72.4K -191 -2%
FC
1239
Forte Capital
New York
$3.27M -$15.2K -40 -0.5%
KAM
1240
Knightsbridge Asset Management
California
$3.26M +$1.63M +4,299 +100%
AWMS
1241
Advocacy Wealth Management Services
Georgia
$3.25M +$167K +440 +5%
MCM
1242
Mitchell Capital Management
Kansas
$3.25M +$7.96K +21 +0.2%
BFC
1243
Bedel Financial Consulting
Indiana
$3.24M +$379 +1 +0%
SCFS
1244
S.C. Financial Services
Arizona
$3.23M -$698K -1,841 -18%
FNBOO
1245
First National Bank of Omaha
Nebraska
$3.23M – – –
BWM
1246
BerganKDV Wealth Management
Minnesota
$3.22M +$360K +949 +13%
OPWM
1247
Oxinas Partners Wealth Management
Indiana
$3.22M -$1.57M -4,130 -33%
RC
1248
RegentAtlantic Capital
New Jersey
$3.21M +$99K +261 +3%
VWA
1249
V Wealth Advisors
Kansas
$3.2M -$803K -2,118 -20%
AFS
1250
Access Financial Services
Minnesota
$3.19M – – –
48 49
50
51 52