IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M

Top Buyers

1
BlackRock
BlackRock
New York
$28.3B
2
AWA
Arete Wealth Advisors
Illinois
$9.3B
3
FCAS
First Command Advisory Services
Texas
$3B
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.11B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.2B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.3B
3
CCMG
Clark Capital Management Group
Pennsylvania
$67.9M
4
Morgan Stanley
Morgan Stanley
New York
$4.71B
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
126
Millennium Management
New York
$178M +$164M +427,286 +1,150%
EH
127
Equitable Holdings
New York
$177M +$8.27M +21,520 +5%
FCH
128
Freestone Capital Holdings
Washington
$174M +$13.8M +35,910 +9%
KA
129
Klingman & Associates
New York
$172M +$4.2M +10,934 +2%
AWE
130
Avidian Wealth Enterprises
Texas
$170M -$29.7M -77,325 -15%
PPFA
131
Provida Pension Fund Administrator
Chile
$168M -$27.8M -72,230 -14%
Principal Financial Group
132
Principal Financial Group
Iowa
$167M +$94.8M +246,642 +131%
PA
133
Planning Alternatives
Michigan
$166M -$3.41M -8,871 -2%
AIA
134
Ally Invest Advisors
North Carolina
$165M +$1.61M +4,200 +1%
Wellington Management Group
135
Wellington Management Group
Massachusetts
$165M -$23.2M -60,275 -12%
JSW
136
Journey Strategic Wealth
New Jersey
$164M +$5.79M +15,076 +4%
HTC
137
Haverford Trust Company
Pennsylvania
$163M +$46.6M +121,313 +40%
MLIC
138
Mandatum Life Insurance Company
Finland
$159M +$2.08M +5,421 +1%
WT
139
Whittier Trust
California
$158M -$1.13M -2,932 -0.7%
BP
140
Ballentine Partners
Massachusetts
$157M -$21M -54,544 -12%
AWS
141
Atria Wealth Solutions
New York
$151M +$5.21M +13,573 +4%
LW
142
Linscomb Wealth
Texas
$150M +$1.97M +5,119 +1%
AA
143
Ashford Advisors
New York
$149M -$2.55M -6,627 -2%
HW
144
Hancock Whitney
Mississippi
$149M +$44.6M +116,054 +43%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$145M -$3.47M -9,031 -2%
TFO
146
Tarbox Family Office
California
$142M +$3.46M +8,998 +2%
KIM
147
Karpus Investment Management
New York
$140M -$33.6M -87,445 -19%
William Blair & Company
148
William Blair & Company
Illinois
$139M +$19.8M +51,658 +17%
EIG
149
Ellenbecker Investment Group
Wisconsin
$139M +$3.99M +10,384 +3%
VIA
150
Vantagepoint Investment Advisers
District of Columbia
$138M -$34.8M -90,470 -20%
4 5
6
7 8