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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
$7.24B
2
Morgan Stanley
Morgan Stanley
New York
$5.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.64B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
United Services Automobile Association
Texas
$34.2M
3
SLI
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
Rafferty Asset Management
New York
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
JRP
126
Jasper Ridge Partners
California
$165M -$55.7M -146,917 -25%
CAN
127
Cetera Advisor Networks
California
$165M +$34.5M +91,083 +26%
Victory Capital Management
128
Victory Capital Management
Texas
$165M -$32M -84,418 -16%
AIA
129
Ally Invest Advisors
North Carolina
$162M +$2.01M +5,303 +1%
MLIC
130
Mandatum Life Insurance Company
Finland
$162M +$775K +2,044 +0.5%
PA
131
Planning Alternatives
Michigan
$161M +$2.86M +7,554 +2%
BP
132
Ballentine Partners
Massachusetts
$161M +$6.07M +16,014 +4%
EH
133
Equitable Holdings
New York
$159M +$7.41M +19,556 +5%
JSW
134
Journey Strategic Wealth
New Jersey
$155M +$155M +409,053 New
BL
135
Balentine LLC
Georgia
$153M -$16.6M -43,901 -10%
AA
136
Ashford Advisors
New York
$149M -$11.6M -30,664 -7%
LW
137
Linscomb Wealth
Texas
$145M +$2.51M +6,625 +2%
WSTAM
138
Wilbanks Smith & Thomas Asset Management
Virginia
$145M +$1.59M +4,186 +1%
WT
139
Whittier Trust
California
$143M +$2.12M +5,580 +2%
SG
140
Swarthmore Group
Pennsylvania
$142M +$68.1M +179,629 +93%
AI
141
Atria Investments
North Carolina
$141M +$10.7M +28,229 +8%
B
142
Brightworth
Georgia
$141M +$9.29M +24,491 +7%
FCH
143
Freestone Capital Holdings
Washington
$141M +$32.7M +86,307 +30%
Lazard Asset Management
144
Lazard Asset Management
New York
$139M -$1.26M -3,311 -0.9%
TFO
145
Tarbox Family Office
California
$138M +$3.8M +10,024 +3%
QC
146
Qalhat Capital
British Virgin Islands
$137M – – –
FFA
147
Fragasso Financial Advisors
Pennsylvania
$133M -$2.24M -5,916 -2%
CFG
148
Citizens Financial Group
Rhode Island
$132M -$15.4M -40,728 -10%
LPT
149
Legacy Private Trust
Wisconsin
$128M +$27.7M +73,096 +28%
EIG
150
Ellenbecker Investment Group
Wisconsin
$128M +$10.2M +26,879 +9%
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