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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 %
MWC
1501
MBM Wealth Consultants
Missouri
$1.81M -$143K -376 -7%
AF
1502
Alerus Financial
North Dakota
$1.81M – – –
SSW
1503
Stone Summit Wealth
Florida
$1.8M -$107K -282 -6%
LWM
1504
Lyell Wealth Management
California
$1.8M +$7.58K +20 +0.4%
GIA
1505
GHP Investment Advisors
Colorado
$1.79M +$24.3K +64 +1%
OCG
1506
Opus Capital Group
Ohio
$1.79M +$1.14K +3 +0.1%
AIA
1507
Armor Investment Advisors
North Carolina
$1.79M +$198K +522 +12%
CIA
1508
Compass Ion Advisors
Pennsylvania
$1.78M -$39.4K -104 -2%
WFA
1509
Wipfli Financial Advisors
Wisconsin
$1.78M -$81.5K -215 -4%
BWA
1510
Beam Wealth Advisors
Louisiana
$1.77M -$1.42M -3,736 -44%
AW
1511
ACG Wealth
Georgia
$1.77M -$153K -404 -8%
SRC
1512
Sage Rhino Capital
California
$1.77M – – –
TWM
1513
Tolleson Wealth Management
Texas
$1.77M – – –
GP
1514
Girard Partners
Pennsylvania
$1.76M -$40.9K -108 -2%
EVM
1515
Eaton Vance Management
Massachusetts
$1.74M -$3.71M -9,793 -68%
APW
1516
Austin Private Wealth
Texas
$1.74M -$279K -736 -14%
SCP
1517
Sandhill Capital Partners
New York
$1.73M +$519K +1,370 +43%
CWM
1518
Concentric Wealth Management
California
$1.73M -$468K -1,234 -21%
CL
1519
CIM LLC
New York
$1.73M +$35.6K +91 +2%
TCWM
1520
Total Clarity Wealth Management
Illinois
$1.71M +$32.2K +85 +2%
KSWA
1521
Kathleen S. Wright Associates
Pennsylvania
$1.71M +$181K +477 +12%
TWM
1522
Titus Wealth Management
California
$1.7M +$156K +411 +10%
CPSC
1523
Carl P. Sherr & Co
Massachusetts
$1.7M -$197K -520 -10%
RPWA
1524
Regent Peak Wealth Advisors
Georgia
$1.7M +$140K +368 +9%
AWA
1525
Arkadios Wealth Advisors
Georgia
$1.69M -$498K -1,314 -23%
59 60
61
62 63