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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 %
ZB
1326
Zions Bancorporation
Utah
$2.64M +$1.84M +4,851 +229%
RH
1327
RFG Holdings
Texas
$2.64M -$1.29M -3,409 -33%
CCM
1328
Condor Capital Management
New Jersey
$2.64M -$119K -314 -4%
RFG
1329
Range Financial Group
Oregon
$2.63M +$54.6K +144 +2%
AP
1330
Advisor Partners
California
$2.63M +$1.87M +4,930 +244%
RG
1331
Retirement Group
California
$2.62M +$87.2K +230 +3%
CCT
1332
Chemung Canal Trust
New York
$2.61M +$60.3K +159 +2%
AWM
1333
Alterna Wealth Management
Texas
$2.61M +$9.1K +24 +0.4%
APW
1334
Atlantic Private Wealth
North Carolina
$2.6M -$63.3K -167 -2%
OLVIG
1335
Oliver Lagore Vanvalin Investment Group
Michigan
$2.6M +$66.4K +175 +3%
AIM
1336
Arcadia Investment Management
Michigan
$2.59M -$6.45K -17 -0.2%
PFSC
1337
Peoples Financial Services Corp
Pennsylvania
$2.59M +$1.11M +2,927 +75%
ZF
1338
Zhang Financial
Michigan
$2.58M +$85.7K +226 +3%
BBNA
1339
Bremer Bank National Association
Minnesota
$2.57M +$685K +1,806 +36%
HMH
1340
Hackensack Meridian Health
New Jersey
$2.57M +$2.57M +6,775 New
FUBT
1341
First United Bank & Trust
Maryland
$2.57M -$156K -411 -6%
B
1342
Bridgeworth
Alabama
$2.57M +$927K +2,445 +57%
PPW
1343
Parcion Private Wealth
Washington
$2.56M +$2.56M +6,447 New
PTP
1344
Platform Technology Partners
New York
$2.55M -$140K -370 -5%
IFS
1345
Intelligent Financial Strategies
Minnesota
$2.55M -$608K -1,604 -19%
HCM
1346
Harvey Capital Management
Florida
$2.55M – – –
MJRIC
1347
Mogy Joel R Investment Counsel
California
$2.55M – – –
AC
1348
Abbrea Capital
California
$2.55M -$182K -480 -7%
AF
1349
Affiance Financial
Minnesota
$2.54M +$61.4K +162 +2%
SCM
1350
SOL Capital Management
Maryland
$2.54M +$116K +305 +5%
52 53
54
55 56