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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 %
SFI
1601
SPC Financial Inc
Maryland
$1.41M +$729K +1,922 +107%
F
1602
F3Logic
Minnesota
$1.4M -$352K -928 -20%
MPI
1603
Mairs & Power Inc
Minnesota
$1.4M -$137K -361 -9%
BFP
1604
Briaud Financial Planning
Texas
$1.4M -$46.2K -122 -3%
SNB
1605
Security National Bank
Nebraska
$1.4M +$213K +561 +18%
RRA
1606
Round Rock Advisors
Connecticut
$1.4M -$185K -487 -12%
KFI
1607
Key Financial Inc
Pennsylvania
$1.4M -$24.9K -65 -2%
JWM
1608
JGP Wealth Management
Oregon
$1.4M – – –
BHBT
1609
Burke & Herbert Bank & Trust
Virginia
$1.4M +$61.8K +163 +5%
MA
1610
MKT Advisors
California
$1.39M +$1.16K +3 +0.1%
BMWM
1611
Brown Miller Wealth Management
Virginia
$1.39M +$17.1K +45 +1%
WCWM
1612
Willow Creek Wealth Management
California
$1.38M +$379 +1 +0%
VLC
1613
Van Leeuwen & Company
New Jersey
$1.38M -$6.83K -18 -0.5%
FSA
1614
Fort Sheridan Advisors
Illinois
$1.37M – – –
SIS
1615
Sound Income Strategies
Florida
$1.37M +$358K +945 +35%
ACA
1616
Aspire Capital Advisors
Washington
$1.37M -$102K -270 -7%
Kovitz Investment Group Partners
1617
Kovitz Investment Group Partners
Illinois
$1.37M -$176K -464 -11%
MAM
1618
MMA Asset Management
Pennsylvania
$1.37M +$8.34K +22 +0.6%
FNC
1619
First National Corp
Massachusetts
$1.37M +$19.3K +51 +1%
ZIC
1620
ZWJ Investment Counsel
Georgia
$1.36M – – –
SA
1621
Shilanski & Associates
Alaska
$1.36M +$53.9K +142 +4%
AIC
1622
Ayalon Insurance Company
Israel
$1.36M -$672K -1,772 -33%
AIP
1623
ARS Investment Partners
New York
$1.36M -$287K -756 -17%
VCP
1624
Vista Capital Partners
Oregon
$1.36M – – –
AWA
1625
Archvest Wealth Advisors
California
$1.36M +$17.8K +47 +1%
63 64
65
66 67