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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 %
IC
1601
Innealta Capital
Texas
$1.79M -$907 -2 -0.1%
TWM
1602
TMD Wealth Management
Arizona
$1.79M +$1.79M +3,947 New
WAM
1603
WNY Asset Management
New York
$1.79M -$210K -462 -11%
PWM
1604
PBMares Wealth Management
Virginia
$1.78M +$151K +333 +9%
HAS
1605
HBW Advisory Services
California
$1.78M -$2.23M -4,920 -56%
LOPW
1606
Live Oak Private Wealth
North Carolina
$1.78M +$4.08K +9 +0.2%
FWI
1607
Facet Wealth Inc
Maryland
$1.78M +$327K +721 +23%
PFSC
1608
Peoples Financial Services Corp
Pennsylvania
$1.77M +$1.13M +2,500 +179%
MIM
1609
Montgomery Investment Management
Maryland
$1.77M – – –
C
1610
CEDRUS
Colorado
$1.77M -$611K -1,347 -26%
RBFC
1611
Roman Butler Fullerton & Co
Missouri
$1.76M -$163K -359 -8%
ACA
1612
Aspire Capital Advisors
Washington
$1.76M +$1.47M +3,239 +504%
FAM
1613
Formidable Asset Management
Ohio
$1.76M +$20.4K +45 +1%
PWM
1614
Paulson Wealth Management
Illinois
$1.76M -$198K -437 -10%
GA
1615
Greenspring Advisors
Maryland
$1.74M -$171K -377 -9%
KIG
1616
Kowal Investment Group
Wisconsin
$1.74M +$1.22M +2,685 +233%
MCM
1617
McRae Capital Management
New Jersey
$1.74M -$39.9K -88 -2%
MA
1618
MONECO Advisors
Connecticut
$1.74M -$74.4K -164 -4%
IFWM
1619
Institute for Wealth Management
Colorado
$1.74M -$9.53K -21 -0.5%
FPCG
1620
Fort Pitt Capital Group
Pennsylvania
$1.73M -$563K -1,240 -25%
BFP
1621
Briaud Financial Planning
Texas
$1.73M -$1.1M -2,436 -39%
LWANC
1622
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.73M +$410K +903 +31%
GA
1623
GoalVest Advisory
New York
$1.72M +$1.72M +3,799 New
MOACM
1624
Mutual of America Capital Management
New York
$1.72M +$64.4K +142 +4%
SIS
1625
SVB Investment Services
Utah
$1.7M +$94.8K +209 +6%
63 64
65
66 67