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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 %
PIA
1301
Perennial Investment Advisors
California
$2.76M -$26.9K -71 -1%
CFO
1302
Collective Family Office
Pennsylvania
$2.76M -$143K -377 -5%
CCM
1303
Cohen Capital Management
California
$2.75M +$5.69K +15 +0.2%
FFG
1304
Ford Financial Group
California
$2.74M -$427K -1,126 -13%
JEST
1305
JTC Employer Solutions Trustee
Jersey
$2.74M – – –
TIM
1306
Total Investment Management
Arizona
$2.73M -$57.3K -151 -2%
AUB
1307
Atlantic Union Bankshares
Virginia
$2.73M -$9.48K -25 -0.3%
NIM
1308
Northeast Investment Management
Massachusetts
$2.72M – – –
GCS
1309
Gordian Capital (Singapore)
Singapore
$2.72M +$2.72M +7,170 New
TH
1310
TCTC Holdings
Texas
$2.71M +$2.65K +7 +0.1%
TCBWMS
1311
Texas Capital Bank Wealth Management Services
Texas
$2.7M -$15.2K -40 -0.6%
RW
1312
Rede Wealth
Virginia
$2.7M -$46.3K -122 -2%
BFO
1313
Boston Family Office
Massachusetts
$2.69M +$19.3K +51 +0.7%
WFA
1314
WestHill Financial Advisors
California
$2.68M -$12.1K -32 -0.5%
FFW
1315
Fusion Family Wealth
New York
$2.67M +$4.17K +11 +0.2%
NAS
1316
Nicolet Advisory Services
Wisconsin
$2.67M -$50.4K -129 -2%
NWM
1317
Northwest Wealth Management
Iowa
$2.67M -$344K -906 -11%
GFPC
1318
Global Financial Private Client
Florida
$2.67M -$1.27M -3,311 -32%
MWM
1319
Mattern Wealth Management
Kansas
$2.66M -$46.6K -123 -2%
EAM
1320
Evanson Asset Management
California
$2.66M +$19.7K +52 +0.7%
CWA
1321
CM Wealth Advisors
Ohio
$2.65M +$2.65M +6,998 New
EIP
1322
Ellis Investment Partners
Pennsylvania
$2.65M +$206K +543 +8%
IA
1323
Insight Advisors
Pennsylvania
$2.65M -$139K -335 -5%
OPWM
1324
Oakwell Private Wealth Management
Texas
$2.65M -$657K -1,732 -20%
AAM
1325
Autus Asset Management
Arizona
$2.65M +$1.14K +3 +0%
51 52
53
54 55