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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 %
SWM
1476
Segment Wealth Management
Texas
$1.93M +$1.14K +3 +0.1%
MA
1477
MBA Advisors
Pennsylvania
$1.93M – – –
HCA
1478
Harbour Capital Advisors
Virginia
$1.93M +$131K +345 +7%
FWI
1479
Facet Wealth Inc
Maryland
$1.9M +$411K +1,083 +28%
MFG
1480
Magnus Financial Group
New York
$1.88M +$167K +441 +10%
PCG
1481
Private Capital Group
Connecticut
$1.88M -$7.58M -19,997 -80%
BFO
1482
Biltmore Family Office
North Carolina
$1.88M -$21.2K -56 -1%
IB
1483
Intrust Bank
Kansas
$1.88M -$31.1K -82 -2%
PWPS
1484
Pinnacle Wealth Planning Services
Ohio
$1.88M +$259K +683 +16%
PCIA
1485
Prime Capital Investment Advisors
Kansas
$1.87M +$79.3K +209 +4%
BOM
1486
Bank of Marin
California
$1.86M – – –
PMA
1487
Prudent Man Advisors
Illinois
$1.85M – – –
TCM
1488
Triumph Capital Management
Colorado
$1.85M -$1.72M -4,541 -48%
WPA
1489
West Paces Advisors
Georgia
$1.85M +$74.7K +197 +4%
KIG
1490
Kowal Investment Group
Wisconsin
$1.85M +$390K +1,029 +27%
AFA
1491
Arlington Financial Advisors
California
$1.84M +$132K +347 +8%
CBT
1492
Central Bank & Trust
Kentucky
$1.84M -$26.5K -70 -1%
RF
1493
RHS Financial
California
$1.84M +$191K +504 +12%
CFB
1494
Cullen/Frost Bankers
Texas
$1.84M +$184K +485 +11%
W
1495
Wealthquest
Ohio
$1.83M +$95.1K +251 +5%
JWM
1496
Jackson Wealth Management
Florida
$1.83M -$5.43M -14,323 -75%
SEI Investments
1497
SEI Investments
Pennsylvania
$1.82M -$1.29M -3,394 -41%
PRA
1498
Pine Ridge Advisers
New York
$1.82M – – –
PWA
1499
PCG Wealth Advisors
Kansas
$1.82M +$33.7K +89 +2%
HHRDM
1500
H&H Retirement Design & Management
Nevada
$1.82M +$1.82M +4,394 New
58 59
60
61 62