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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 %
CAM
1351
Carret Asset Management
New York
$2.53M +$47.4K +125 +2%
CDIA
1352
Capital Directions Investment Advisors
Georgia
$2.53M -$54.2K -143 -2%
IRC
1353
Investors Research Corp
Georgia
$2.53M – – –
RCWMU
1354
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.53M +$115K +304 +5%
M
1355
MOTCO
Texas
$2.51M +$56.5K +149 +2%
VWM
1356
Vigilare Wealth Management
Arizona
$2.51M -$216K -570 -8%
CSWM
1357
Cassady Schiller Wealth Management
Ohio
$2.5M -$165K -435 -6%
BCV
1358
Banque Cantonale Vaudoise
Switzerland
$2.5M -$38.3K -101 -2%
BAS
1359
Brown Advisory Securities
Maryland
$2.48M -$689K -1,818 -22%
FFA
1360
Founders Financial Alliance
North Carolina
$2.48M +$879K +2,319 +55%
GJIC
1361
Gamble Jones Investment Counsel
California
$2.48M -$114K -300 -4%
T
1362
TCWP
Ohio
$2.47M +$36.8K +97 +2%
AA
1363
Aufman Associates
Pennsylvania
$2.47M -$4.55K -12 -0.2%
NHC
1364
Nicholas Hoffman & Company
Georgia
$2.47M +$17.8K +47 +0.7%
CCA
1365
Clearwater Capital Advisors
Illinois
$2.47M +$719K +1,897 +41%
FM
1366
Freemont Management
Switzerland
$2.45M -$757K -3,329 -24%
SWM
1367
Selective Wealth Management
Virginia
$2.44M +$1.66M +4,384 +213%
SCG
1368
Sonata Capital Group
Washington
$2.44M -$12.9K -34 -0.5%
CWG
1369
Crown Wealth Group
North Carolina
$2.43M +$87.2K +230 +4%
IAS
1370
IMA Advisory Services
Colorado
$2.42M +$5.31K +14 +0.2%
HIMCH
1371
Hartford Investment Management Co (HIMCO)
Connecticut
$2.42M +$331K +874 +16%
CSIC
1372
Clifford Swan Investment Counsel
California
$2.39M -$92.1K -243 -4%
SP
1373
Successful Portfolios
Florida
$2.39M +$25.4K +67 +1%
BHWM
1374
Beaird Harris Wealth Management
Texas
$2.39M +$1.62M +4,269 +211%
AIA
1375
Arcadia Investment Advisors
Idaho
$2.38M – – –
53 54
55
56 57