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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 %
FPS
1251
Fieldpoint Private Securities
Connecticut
$3.18M -$305K -804 -9%
PCS
1252
Personal CFO Solutions
New Jersey
$3.17M +$24.6K +65 +0.8%
NEPWA
1253
New England Private Wealth Advisors
Massachusetts
$3.15M -$1.36K -3 -0%
AWA
1254
Alta Wealth Advisors
Massachusetts
$3.14M -$47.1K -124 -1%
MCM
1255
Maple Capital Management
Vermont
$3.13M -$152K -401 -5%
MIFH
1256
Migdal Insurance & Financial Holdings
Israel
$3.12M +$81.9K +215 +3%
SFG
1257
SNS Financial Group
Minnesota
$3.12M +$56.5K +149 +2%
TCOV
1258
Trust Company of Vermont
Vermont
$3.11M +$169K +445 +6%
SCA
1259
Sage Capital Advisors
South Dakota
$3.1M +$11.8K +31 +0.4%
RFA
1260
Resurgent Financial Advisors
Georgia
$3.09M +$715K +1,887 +30%
OFS
1261
Oldfather Financial Services
Nebraska
$3.09M +$46.8K +116 +2%
SBH
1262
Segall Bryant & Hamill
Illinois
$3.08M -$234K -617 -7%
DI
1263
Disciplined Investments
Oklahoma
$3.07M -$13.3K -35 -0.4%
APC
1264
Asset Planning Corporation
Tennessee
$3.07M -$6.45K -17 -0.2%
RT
1265
Rockland Trust
Massachusetts
$3.06M -$349K -920 -10%
CWM
1266
Connecticut Wealth Management
Connecticut
$3.05M +$58.4K +154 +2%
FHA
1267
Flagship Harbor Advisors
Massachusetts
$3.05M -$288K -759 -9%
NB
1268
Nicolet Bankshares
Wisconsin
$3.04M -$14K -37 -0.5%
LWP
1269
Laurel Wealth Planning
Minnesota
$3.04M -$152K -401 -5%
MWM
1270
Madison Wealth Management
Ohio
$3M -$67.1K -177 -2%
FPTW
1271
Franklin, Parlapiano, Turner & Welch
Texas
$2.99M -$46.6K -123 -2%
EWMCB
1272
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.99M +$241K +636 +9%
CAAS
1273
Capital Asset Advisory Services
Michigan
$2.96M +$1.95M +5,152 +195%
IFA
1274
Index Fund Advisors
California
$2.95M -$782K -2,062 -21%
MWM
1275
Marietta Wealth Management
Georgia
$2.94M +$142K +375 +5%
49 50
51
52 53