IVV icon

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 %
DFC
1426
DBK Financial Counsel
Ohio
$2.14M – – –
BDF
1427
Black Diamond Financial
Maryland
$2.14M +$36K +95 +2%
EDRH
1428
Edmond de Rothschild Holding
Switzerland
$2.14M +$1.47M +3,865 +218%
SA
1429
SRH Advisors
Kansas
$2.13M – – –
AWM
1430
Aprio Wealth Management
Georgia
$2.12M -$99.3K -262 -4%
FBFS
1431
First Business Financial Services
Wisconsin
$2.12M – – –
ICP
1432
Interchange Capital Partners
Pennsylvania
$2.11M +$1.76M +4,634 +494%
CCP
1433
Clarkston Capital Partners
Michigan
$2.11M +$303K +799 +17%
KBFS
1434
Kohmann Bosshard Financial Services
Ohio
$2.11M +$546K +1,440 +35%
TCM
1435
Traynor Capital Management
Pennsylvania
$2.11M -$212K -558 -9%
LDFR
1436
Lehman & Derafelo Financial Resources
Pennsylvania
$2.11M – – –
BCMLT
1437
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.1M -$24.5K -54 -1%
EP
1438
Edgestream Partners
New Jersey
$2.1M -$2.22M -5,856 -51%
RMC
1439
Resources Management Corp
Connecticut
$2.08M +$1.52K +4 +0.1%
CPW
1440
Catalyst Private Wealth
California
$2.08M -$2.91M -7,680 -58%
CIS
1441
Continental Investors Services
Washington
$2.08M +$212K +560 +11%
SWP
1442
Summit Wealth Partners
Florida
$2.07M -$530K -1,397 -20%
NWA
1443
Navis Wealth Advisors
New York
$2.07M +$162K +428 +9%
MWAM
1444
Manhattan West Asset Management
California
$2.05M -$185K -487 -8%
IMRF
1445
Illinois Municipal Retirement Fund
Illinois
$2.05M -$3.24M -8,554 -61%
AB
1446
Atlas Brown
Kentucky
$2.04M -$4.17K -11 -0.2%
PA
1447
Procyon Advisors
Connecticut
$2.04M +$881K +2,325 +76%
RMDI
1448
R.M. Davis Inc
Maine
$2.03M +$155K +409 +8%
AP
1449
Appleton Partners
Massachusetts
$2.03M -$68.6K -181 -3%
WAOTB
1450
Wealth Advisors of Tampa Bay
Florida
$2.02M – – –
56 57
58
59 60