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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 %
SWA
1526
SOA Wealth Advisors
New York
$1.69M -$531K -1,401 -24%
GA
1527
Geller Advisors
New York
$1.69M -$99.7K -263 -6%
AFC
1528
Adaptive Financial Consulting
Ohio
$1.68M -$1.14K -3 -0.1%
MFIMFI
1529
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.66M +$5.69K +15 +0.3%
MMHP
1530
Murphy Middleton Hinkle & Parker
Georgia
$1.66M +$379 +1 +0%
NP
1531
NorthRock Partners
Minnesota
$1.65M -$1.55M -4,079 -48%
COI
1532
Connable Office Inc
Michigan
$1.65M +$114K +301 +7%
FMC
1533
First Merchants Corp
Indiana
$1.63M -$40.6K -107 -2%
TA
1534
TrueWealth Advisors
Alabama
$1.63M +$289K +762 +22%
CLOS
1535
Compagnie Lombard Odier SCmA
Switzerland
$1.63M +$617K +1,625 +61%
PCMF
1536
Private Capital Management (Florida)
Florida
$1.62M -$45.5K -120 -3%
ACA
1537
Aptus Capital Advisors
Alabama
$1.62M -$452K -1,191 -22%
DLHL
1538
Donald L. Hagan LLC
Florida
$1.61M -$401K -1,058 -20%
PWM
1539
PBMares Wealth Management
Virginia
$1.61M +$118K +312 +8%
NFP
1540
Narus Financial Partners
Utah
$1.6M -$36K -95 -2%
BMO
1541
Beck Mack & Oliver
New York
$1.6M – – –
LC
1542
LTG Capital
Massachusetts
$1.59M -$6.07K -16 -0.4%
WSWA
1543
Warren Street Wealth Advisors
California
$1.59M -$53.8K -142 -3%
SAM
1544
Stone Asset Management
Texas
$1.59M +$439K +1,159 +38%
TWM
1545
Thrive Wealth Management
Pennsylvania
$1.58M -$28.1K -74 -2%
LC
1546
Lincoln Capital
Nebraska
$1.57M +$36K +95 +2%
HL
1547
HeadInvest LLC
Maine
$1.57M -$60.7K -160 -4%
IIM
1548
Ipswich Investment Management
Massachusetts
$1.57M – – –
RPGK
1549
Retirement Planning Group (Kansas)
Kansas
$1.56M -$20.1K -53 -1%
FPCG
1550
Forum Private Client Group
Indiana
$1.56M +$430K +1,135 +38%
60 61
62
63 64