IVV icon

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
1551
Stockman Wealth Management
Montana
$1.56M -$15.2K -40 -1%
IAA
1552
Ironsides Asset Advisors
North Carolina
$1.56M – – –
PP
1553
Patten & Patten
Tennessee
$1.55M -$1.52K -4 -0.1%
TCM
1554
Tufton Capital Management
Maryland
$1.55M +$28.4K +75 +2%
ECM
1555
Evergreen Capital Management
Washington
$1.54M +$157K +414 +11%
SWM
1556
Southern Wealth Management
Texas
$1.54M +$469K +1,236 +44%
CA
1557
Cullinan Associates
Kentucky
$1.52M -$19K -50 -1%
Fisher Asset Management
1558
Fisher Asset Management
Washington
$1.52M -$2.36M -6,217 -61%
FAM
1559
Formidable Asset Management
Ohio
$1.52M – – –
MGI
1560
MayTech Global Investments
New York
$1.51M -$163K -429 -10%
NAM
1561
NTV Asset Management
West Virginia
$1.51M +$379 +1 +0%
EWM
1562
Executive Wealth Management
Michigan
$1.51M +$558K +1,472 +59%
WAM
1563
WNY Asset Management
New York
$1.51M +$14K +37 +0.9%
DMIC
1564
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.5M +$1.33M +3,517 +783%
WFA
1565
Wells Financial Advisors
Massachusetts
$1.5M -$258K -680 -15%
OWP
1566
Obermeyer Wealth Partners
Colorado
$1.5M +$1.16M +3,058 +342%
IPW
1567
Intergy Private Wealth
Colorado
$1.5M -$111K -294 -7%
LWANC
1568
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.49M +$49.7K +131 +3%
MIM
1569
Macroview Investment Management
Maryland
$1.49M -$83.8K -221 -5%
AWM
1570
Angeles Wealth Management
California
$1.49M +$335K +883 +29%
HAS
1571
HBW Advisory Services
California
$1.49M +$3.41K +9 +0.2%
PWM
1572
Paulson Wealth Management
Illinois
$1.49M +$19.3K +51 +1%
LWM
1573
Laidlaw Wealth Management
New York
$1.49M -$308K -812 -17%
SC
1574
Stephens Consulting
Michigan
$1.48M +$88K +232 +6%
DP
1575
Denver PWM
Colorado
$1.48M -$32.3K -85 -2%
61 62
63
64 65