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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 %
VST
1451
Van Strum & Towne
California
$2.02M -$48.9K -129 -2%
CT
1452
Columbia Trust
Oregon
$2.01M -$19K -50 -0.9%
3LCM
1453
3D/L Capital Management
Connecticut
$2.01M +$67.9K +179 +3%
GSIS
1454
Global Strategic Investment Solutions
Arizona
$2.01M -$25.4K -67 -1%
CCA
1455
Column Capital Advisors
Indiana
$2M +$85.7K +226 +4%
NFC
1456
Northeast Financial Consultants
Connecticut
$1.99M -$633K -1,670 -24%
FWA
1457
FSM Wealth Advisors
Ohio
$1.99M +$1.99M +4,790 New
OSAM
1458
O'Shaughnessy Asset Management
Connecticut
$1.99M +$52K +137 +3%
LFP
1459
Leeward Financial Partners
Washington
$1.99M +$22.4K +59 +1%
CFA
1460
CWS Financial Advisors
Michigan
$1.99M +$6.44K +17 +0.3%
APWM
1461
Atlas Private Wealth Management
New York
$1.98M +$28.4K +75 +1%
TC
1462
Truvestments Capital
Florida
$1.97M -$69K -182 -3%
ECM
1463
Exchange Capital Management
Michigan
$1.97M -$66K -174 -3%
NIC
1464
Northwest Investment Counselors
Oregon
$1.97M -$46.6K -123 -2%
BS
1465
Boenning & Scattergood
Pennsylvania
$1.97M -$128K -337 -6%
RRC
1466
Relaxing Retirement Coach
Massachusetts
$1.97M +$1.9K +5 +0.1%
CC
1467
Cypress Capital
Tennessee
$1.96M +$149K +394 +8%
HWM
1468
Hemington Wealth Management
Virginia
$1.96M -$18.2K -48 -0.9%
SMH
1469
Sanders Morris Harris
Texas
$1.95M – – –
BSWA
1470
Bromfield Sneider Wealth Advisors
Massachusetts
$1.95M +$724K +1,910 +59%
CCM
1471
Chilton Capital Management
Texas
$1.95M +$26.5K +70 +1%
TNBTD
1472
Trustmark National Bank Trust Department
Mississippi
$1.95M +$802K +2,114 +70%
VIA
1473
Vident Investment Advisory
Georgia
$1.94M +$1.94M +5,121 New
FC
1474
Financial Consulate
Maryland
$1.94M -$25.8K -68 -1%
APC
1475
Aspire Private Capital
North Carolina
$1.94M -$38.3K -101 -2%
57 58
59
60 61