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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 %
TP
1401
Tranquility Partners
Tennessee
$2.8M +$10.4K +23 +0.4%
TCM
1402
Traynor Capital Management
Pennsylvania
$2.77M -$452K -997 -14%
CCA
1403
Cobblestone Capital Advisors
New York
$2.74M -$191K -420 -6%
MCA
1404
Magnolia Capital Advisors
Mississippi
$2.73M -$2.85M -6,279 -51%
DTC
1405
Davidson Trust Company
Washington
$2.73M -$85.7K -189 -3%
CA
1406
CapWealth Advisors
Tennessee
$2.73M -$7.71K -17 -0.3%
LCM
1407
Liberty Capital Management
Michigan
$2.73M – – –
ATWA
1408
Arbor Trust Wealth Advisors
Michigan
$2.73M -$13.2K -29 -0.5%
PMG
1409
ProVise Management Group
Florida
$2.73M +$1.47M +3,241 +117%
PAI
1410
Pittenger & Anderson Inc
Nebraska
$2.71M +$127K +281 +5%
TC
1411
Titleist Capital
Texas
$2.71M +$410K +903 +18%
CWM
1412
CMH Wealth Management
New Hampshire
$2.71M +$2.71M +5,980 New
ACA
1413
Ackerman Capital Advisors
Texas
$2.7M – – –
MC
1414
Moors & Cabot
Massachusetts
$2.7M +$237K +522 +10%
MWAM
1415
Manhattan West Asset Management
California
$2.68M +$794K +1,751 +42%
CWM
1416
Centric Wealth Management
Illinois
$2.67M -$30.9K -68 -1%
AWM
1417
Aprio Wealth Management
Georgia
$2.66M -$173K -381 -6%
SWA
1418
SOA Wealth Advisors
New York
$2.66M -$23.6K -52 -0.9%
CWM
1419
Concentric Wealth Management
California
$2.63M -$42.6K -94 -2%
AWA
1420
Arkadios Wealth Advisors
Georgia
$2.62M -$248K -547 -9%
WWM
1421
WJ Wealth Management
Arizona
$2.6M -$12.1M -26,805 -82%
AIM
1422
Aspen Investment Management
Michigan
$2.59M -$170K -375 -6%
OR
1423
Olympiad Research
Connecticut
$2.59M -$622K -1,370 -19%
MP
1424
McDonald Partners
Ohio
$2.58M +$1.74M +3,843 +208%
TCPWM
1425
Traverso Chambers Private Wealth Management
California
$2.57M -$23.6K -52 -0.9%
55 56
57
58 59