IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
Osaic Holdings
Arizona
$1.76B
4
CCMG
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
$68.6M
2
SLI
Sumitomo Life Insurance
Japan
$0
3
BlackRock
BlackRock
New York
$24.5B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
126
Karpus Investment Management
New York
$162M -$5.59M -15,600 -3%
PIMJS
127
PKO Investment Management Joint-Stock
Poland
$161M -$23.6M -65,882 -13%
VIA
128
Vantagepoint Investment Advisers
District of Columbia
$161M -$81.8M -228,130 -34%
EH
129
Equitable Holdings
New York
$158M +$7.19M +20,046 +5%
PA
130
Planning Alternatives
Michigan
$158M +$4.96M +13,827 +3%
KA
131
Klingman & Associates
New York
$157M -$13.9M -38,750 -8%
AIA
132
Ally Invest Advisors
North Carolina
$153M -$421K -1,174 -0.3%
FCH
133
Freestone Capital Holdings
Washington
$149M +$16.2M +45,160 +12%
B
134
Brightworth
Georgia
$149M +$15.4M +42,876 +12%
WT
135
Whittier Trust
California
$149M +$13.6M +37,989 +10%
BL
136
Balentine LLC
Georgia
$148M +$3.54M +9,874 +2%
JSW
137
Journey Strategic Wealth
New Jersey
$148M +$899K +2,507 +0.6%
MLIC
138
Mandatum Life Insurance Company
Finland
$147M -$6.39M -17,810 -4%
GF
139
Genworth Financial
Virginia
$145M +$40.4M +112,700 +39%
PCIG
140
Partners Capital Investment Group
Massachusetts
$144M +$32.7M +91,261 +29%
AA
141
Ashford Advisors
New York
$141M +$44.8K +125 +0%
LW
142
Linscomb Wealth
Texas
$139M +$1.49M +4,149 +1%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$138M +$1.47M +4,107 +1%
TFO
144
Tarbox Family Office
California
$137M -$1.14M -3,006 -0.8%
AWS
145
Atria Wealth Solutions
New York
$136M +$27.8M +77,390 +26%
Lazard Asset Management
146
Lazard Asset Management
New York
$131M -$1.25M -3,490 -0.9%
QC
147
Qalhat Capital
British Virgin Islands
$129M – – –
LPT
148
Legacy Private Trust
Wisconsin
$128M +$7.45M +20,766 +6%
EIG
149
Ellenbecker Investment Group
Wisconsin
$126M +$5M +13,954 +4%
Victory Capital Management
150
Victory Capital Management
Texas
$125M -$30.5M -85,020 -20%
4 5
6
7 8