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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 %
BA
1626
Ballast Advisors
Minnesota
$1.69M -$2.72K -6 -0.2%
MG
1627
McCutchen Group
Washington
$1.69M +$5.45K +12 +0.3%
TSS
1628
Two Sigma Securities
New York
$1.69M +$149K +329 +10%
ADL
1629
Asset Dedication LLC
California
$1.68M -$99.2K -219 -6%
TA
1630
TrueWealth Advisors
Alabama
$1.68M – – –
KFI
1631
Key Financial Inc
Pennsylvania
$1.68M +$27.7K +61 +2%
JCM
1632
J2 Capital Management
Michigan
$1.68M +$120K +264 +8%
CFAM
1633
Coury Firm Asset Management
Pennsylvania
$1.67M +$98K +216 +6%
H
1634
HoyleCohen
California
$1.67M +$785K +1,731 +89%
SC
1635
Stephens Consulting
Michigan
$1.67M +$55.3K +122 +3%
VLC
1636
Van Leeuwen & Company
New Jersey
$1.66M -$168K -371 -9%
WCWM
1637
Willow Creek Wealth Management
California
$1.65M -$265K -583 -14%
SIA
1638
Stegner Investment Associates
Kentucky
$1.65M +$593K +1,306 +56%
ECM
1639
Evergreen Capital Management
Washington
$1.65M +$454 +1 +0%
FSA
1640
Fort Sheridan Advisors
Illinois
$1.64M – – –
BMWM
1641
Brown Miller Wealth Management
Virginia
$1.64M +$234K +515 +17%
ZIG
1642
Zullo Investment Group
Pennsylvania
$1.64M +$907 +2 +0.1%
PP
1643
Pacifica Partners
Canada
$1.64M +$445K +1,013 +37%
RBC
1644
Roble Belko & Company
Pennsylvania
$1.64M -$4.08K -9 -0.2%
ZIC
1645
ZWJ Investment Counsel
Georgia
$1.63M -$396K -873 -20%
JWM
1646
JGP Wealth Management
Oregon
$1.63M +$290K +645 +22%
VCP
1647
Vista Capital Partners
Oregon
$1.63M – – –
TCOT
1648
Trust Company of Toledo
Ohio
$1.62M -$12.7K -28 -0.8%
BWA
1649
Bordeaux Wealth Advisors
California
$1.62M -$3.34M -7,365 -67%
DHGWA
1650
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.61M +$1.82K +4 +0.1%
64 65
66
67 68