IVV icon

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 %
KFS
1301
Kurt F. Somerville
$3.48M -$18.6K -41 -0.5%
CFO
1302
Collective Family Office
Pennsylvania
$3.47M -$68K -150 -2%
HBWM
1303
Hollow Brook Wealth Management
New York
$3.46M – – –
WCG
1304
Weaver Consulting Group
California
$3.46M +$216K +477 +7%
Zurich Cantonal Bank
1305
Zurich Cantonal Bank
Switzerland
$3.45M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1306
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.44M – – –
WG
1307
Welch Group
Alabama
$3.43M -$14.3M -31,580 -81%
BWM
1308
BerganKDV Wealth Management
Minnesota
$3.42M +$42.2K +93 +1%
RDWM
1309
Red Door Wealth Management
Tennessee
$3.41M -$700K -1,543 -17%
GGS
1310
Galvin Gaustad & Stein
Arizona
$3.41M -$257K -567 -7%
LFA
1311
Legacy Financial Advisors
Kentucky
$3.4M +$161K +356 +5%
CCMG
1312
Clark Capital Management Group
Pennsylvania
$3.39M -$309M -681,375 -99%
WWP
1313
WR Wealth Planners
Missouri
$3.39M +$3.39M +7,470 New
SGCA
1314
Steel Grove Capital Advisors
Tennessee
$3.37M -$380K -838 -10%
MWM
1315
Marietta Wealth Management
Georgia
$3.35M -$17.2K -38 -0.5%
EWA
1316
Encompass Wealth Advisors
Oregon
$3.35M +$89.8K +198 +3%
WCG
1317
Wall Capital Group
Arizona
$3.34M -$798K -1,759 -19%
TIM
1318
Total Investment Management
Arizona
$3.34M +$44.5K +98 +1%
PIA
1319
Perennial Investment Advisors
California
$3.33M +$1.51M +3,337 +83%
TFP
1320
Triune Financial Partners
Kansas
$3.32M -$103K -228 -3%
CCM
1321
Condor Capital Management
New Jersey
$3.3M -$173K -381 -5%
RW
1322
Rede Wealth
Virginia
$3.29M -$20K -44 -0.6%
EWMCB
1323
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.28M -$274K -604 -8%
CCM
1324
Cohen Capital Management
California
$3.28M +$207K +456 +7%
AUB
1325
Atlantic Union Bankshares
Virginia
$3.27M -$49K -108 -1%
51 52
53
54 55