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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 %
MIM
1576
Montgomery Investment Management
Maryland
$1.48M – – –
ACP
1577
Ashfield Capital Partners
California
$1.47M -$157K -413 -10%
WTA
1578
Washington Trust Advisors
Massachusetts
$1.47M -$82.3K -217 -5%
RBFC
1579
Roman Butler Fullerton & Co
Missouri
$1.47M -$36K -93 -2%
CRCM
1580
Corbett Road Capital Management
Virginia
$1.47M -$432K -1,139 -23%
MCM
1581
McRae Capital Management
New Jersey
$1.45M – – –
PP
1582
Pacifica Partners
Canada
$1.45M -$778 -2 -0.1%
IFWM
1583
Institute for Wealth Management
Colorado
$1.45M – – –
LWCFA
1584
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M +$797K +2,101 +122%
JWM
1585
JFG Wealth Management
Colorado
$1.45M -$96.7K -255 -6%
LA
1586
LexAurum Advisors
Kansas
$1.44M -$257K -677 -15%
MA
1587
MONECO Advisors
Connecticut
$1.44M -$11K -29 -0.8%
LOPW
1588
Live Oak Private Wealth
North Carolina
$1.44M -$44.7K -118 -3%
ZIM
1589
Zacks Investment Management
Illinois
$1.44M +$228K +601 +19%
AWM
1590
Altium Wealth Management
New York
$1.43M +$147K +388 +11%
REMPR
1591
Roof Eidam Maycock Peralta (REMP)
California
$1.43M +$313K +826 +28%
JCM
1592
J2 Capital Management
Michigan
$1.42M +$22.8K +60 +2%
CBB
1593
Citizens Business Bank
California
$1.42M +$841K +2,220 +145%
SWA
1594
Sightline Wealth Advisors
Connecticut
$1.42M -$477K -1,265 -25%
UIA
1595
UBP Investment Advisors
Switzerland
$1.42M -$16.7M -44,176 -92%
TCOT
1596
Trust Company of Toledo
Ohio
$1.42M +$60.7K +160 +4%
MG
1597
McCutchen Group
Washington
$1.42M +$4.55K +12 +0.3%
LFG
1598
Larson Financial Group
Missouri
$1.41M -$154K -405 -10%
BA
1599
Ballast Advisors
Minnesota
$1.41M – – –
SAM
1600
Strategy Asset Managers
California
$1.41M -$1.22M -3,219 -46%
62 63
64
65 66