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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 %
CSPIA
1376
Cary Street Partners Investment Advisory
Virginia
$2.37M +$609K +1,606 +35%
EWA
1377
EverSource Wealth Advisors
Alabama
$2.37M +$361K +953 +18%
TWP
1378
Tempus Wealth Planning
California
$2.35M +$540K +1,424 +30%
PAI
1379
Pittenger & Anderson Inc
Nebraska
$2.35M +$81.1K +214 +4%
LC
1380
Lindbrook Capital
California
$2.34M +$707K +1,866 +43%
TC
1381
Titleist Capital
Texas
$2.33M +$65.2K +172 +3%
OC
1382
Oakworth Capital
Alabama
$2.32M -$264K -697 -10%
ACK
1383
Andrew C. Karlinski
$2.32M -$58.4K -154 -2%
GM
1384
GeoWealth Management
Illinois
$2.31M -$2.41M -6,368 -51%
D
1385
Dentgroup
Louisiana
$2.3M +$457K +1,204 +25%
WAM
1386
Weatherly Asset Management
California
$2.3M -$218K -574 -9%
GAM
1387
Gemmer Asset Management
California
$2.3M +$309K +814 +16%
MLA
1388
My Legacy Advisors
Oregon
$2.3M +$726K +1,880 +46%
MCWA
1389
Meadow Creek Wealth Advisors
Georgia
$2.29M +$274K +723 +14%
DTC
1390
Davidson Trust Company
Washington
$2.29M – – –
CF
1391
Corrigan Financial
Rhode Island
$2.28M -$61K -161 -3%
FCMA
1392
Foresight Capital Management Advisors
Michigan
$2.28M +$150K +395 +7%
LCM
1393
Liberty Capital Management
Michigan
$2.28M – – –
ATWA
1394
Arbor Trust Wealth Advisors
Michigan
$2.28M – – –
CCA
1395
Cobblestone Capital Advisors
New York
$2.28M -$17.1K -45 -0.7%
CWM
1396
Centric Wealth Management
Illinois
$2.27M +$41.3K +109 +2%
ACI
1397
Alpha Cubed Investments
California
$2.27M +$145K +383 +7%
SPWM
1398
Straight Path Wealth Management
Michigan
$2.26M -$238K -628 -10%
ACA
1399
Ackerman Capital Advisors
Texas
$2.26M – – –
HWM
1400
Hohimer Wealth Management
Washington
$2.26M +$503K +1,327 +29%
54 55
56
57 58