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 %
JGIA
1276
Jackson Grant Investment Advisers
Connecticut
$2.93M -$375K -989 -11%
CWA
1277
Canvas Wealth Advisors
Kansas
$2.91M +$192K +507 +7%
WFMPM
1278
Woodley Farra Manion Portfolio Management
Indiana
$2.91M -$34.9K -92 -1%
KFS
1279
Kurt F. Somerville
$2.9M – – –
HBWM
1280
Hollow Brook Wealth Management
New York
$2.9M – – –
BCM
1281
Birmingham Capital Management
Alabama
$2.89M -$739K -1,950 -20%
WCG
1282
Weaver Consulting Group
California
$2.89M -$3.03K -8 -0.1%
AFM
1283
Andesa Financial Management
Pennsylvania
$2.89M -$214K -565 -7%
SIA
1284
Stegner Investment Associates
Kentucky
$2.88M +$1.5M +3,962 +109%
EL
1285
Essex LLC
Illinois
$2.88M +$1.16M +3,060 +67%
Connor, Clark & Lunn Investment Management (CC&L)
1286
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.87M – – –
Zurich Cantonal Bank
1287
Zurich Cantonal Bank
Switzerland
$2.87M – – –
RDWM
1288
Red Door Wealth Management
Tennessee
$2.86M +$8.72K +23 +0.3%
AI
1289
Axiom Investors
Connecticut
$2.84M -$410K -1,080 -13%
FMI
1290
Fiduciary Management Inc
Wisconsin
$2.84M +$2.52M +6,652 +784%
QCIG
1291
Quad-Cities Investment Group
Iowa
$2.83M +$352K +928 +14%
TP
1292
Tranquility Partners
Tennessee
$2.82M +$485K +1,279 +21%
WWP
1293
WR Wealth Planners
Missouri
$2.82M -$10.6K -28 -0.4%
LFA
1294
Legacy Financial Advisors
Kentucky
$2.82M -$18.2K -48 -0.6%
VWM
1295
Valley Wealth Managers
New Jersey
$2.8M +$242K +639 +9%
BPWM
1296
Badgley Phelps Wealth Managers
Washington
$2.8M +$749K +1,975 +37%
GGS
1297
Galvin Gaustad & Stein
Arizona
$2.8M -$50.4K -133 -2%
SI
1298
Stephens Inc
Arkansas
$2.79M -$316K -833 -10%
CG
1299
Cynosure Group
Utah
$2.76M -$203K -535 -7%
TFP
1300
Triune Financial Partners
Kansas
$2.76M -$18.2K -48 -0.7%
50 51
52
53 54