IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
D
1501
Dentgroup
Louisiana
$2.21M +$710K +1,565 +47%
FEM
1502
Fulcrum Equity Management
Texas
$2.19M +$2.19M +4,835 New
W
1503
Wealthquest
Ohio
$2.18M – – –
CIA
1504
Compass Ion Advisors
Pennsylvania
$2.18M -$163K -360 -7%
PRA
1505
Pine Ridge Advisers
New York
$2.18M – – –
HWM
1506
Howard Wealth Management
Connecticut
$2.17M +$15K +33 +0.7%
FRA
1507
Frank Rimerman Advisors
California
$2.17M +$30.4K +67 +1%
CC
1508
Cypress Capital
Tennessee
$2.17M – – –
TWP
1509
Tempus Wealth Planning
California
$2.17M -$1.04M -2,291 -32%
SFO
1510
Stokes Family Office
Louisiana
$2.17M +$87.6K +193 +4%
CMBA
1511
C.M. Bidwell & Associates
Hawaii
$2.16M – – –
CCP
1512
Clarkston Capital Partners
Michigan
$2.16M +$278K +612 +15%
AF
1513
Alerus Financial
North Dakota
$2.16M – – –
GP
1514
Girard Partners
Pennsylvania
$2.16M +$907 +2 +0%
DPI
1515
Diversified Portfolios Inc
Michigan
$2.16M +$80.3K +177 +4%
VAM
1516
Verity Asset Management
North Carolina
$2.15M -$35.8K -79 -2%
HCA
1517
Harbour Capital Advisors
Virginia
$2.15M +$186K +410 +9%
LWM
1518
Lyell Wealth Management
California
$2.15M +$222K +490 +12%
LWM
1519
Laidlaw Wealth Management
New York
$2.15M -$118K -259 -5%
OCG
1520
Opus Capital Group
Ohio
$2.14M +$1.36K +3 +0.1%
GA
1521
Geller Advisors
New York
$2.14M +$3.18K +7 +0.1%
PWA
1522
PCG Wealth Advisors
Kansas
$2.13M -$258K -569 -11%
BCMLT
1523
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.13M +$2.13M +4,687 New
ACP
1524
Aviance Capital Partners
Florida
$2.12M +$606K +1,335 +40%
WPA
1525
West Paces Advisors
Georgia
$2.12M -$51.3K -113 -2%
59 60
61
62 63