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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 %
PMG
1626
ProVise Management Group
Florida
$1.36M -$921K -2,430 -40%
JPG
1627
Jordan Park Group
California
$1.36M -$150K -395 -10%
FPCG
1628
Fort Pitt Capital Group
Pennsylvania
$1.36M -$92.5K -244 -6%
RBC
1629
Roble Belko & Company
Pennsylvania
$1.36M -$12.1K -32 -0.9%
SPL
1630
Smart Portfolios LLC
Washington
$1.35M +$7.73K +18 +0.6%
FTC
1631
Farmers Trust Company
Ohio
$1.35M -$169K -445 -11%
CFD
1632
Creative Financial Designs
Indiana
$1.35M +$67.5K +178 +5%
ACM
1633
Absolute Capital Management
Pennsylvania
$1.34M +$269K +709 +25%
PAMG
1634
Patton Albertson Miller Group
Tennessee
$1.34M -$1.05M -2,763 -44%
SVWAG
1635
Sound View Wealth Advisors Group
Georgia
$1.34M +$687K +1,812 +106%
ZIG
1636
Zullo Investment Group
Pennsylvania
$1.33M -$37.2K -98 -3%
LSA
1637
Lion Street Advisors
Texas
$1.33M +$90.9K +197 +7%
LNWWM
1638
Laird Norton Wetherby Wealth Management
California
$1.33M +$275K +726 +26%
AWA
1639
ARQ Wealth Advisors
Arizona
$1.33M -$2.65K -7 -0.2%
FSC
1640
Full Sail Capital
Oklahoma
$1.32M +$19K +50 +1%
BOPW
1641
Brandywine Oak Private Wealth
Pennsylvania
$1.32M +$2.65K +7 +0.2%
EBT
1642
Enterprise Bank & Trust
Massachusetts
$1.32M +$261K +690 +25%
CCM
1643
Crew Capital Management
Ohio
$1.32M -$379 -1 -0%
ASFA
1644
All Season Financial Advisors
Colorado
$1.31M +$208K +549 +19%
PCMC
1645
Private Capital Management (Colorado)
Colorado
$1.31M – – –
SWMP
1646
Signature Wealth Management Partners
New Jersey
$1.31M +$19.3K +51 +2%
CI
1647
Cigna Investments
Connecticut
$1.3M -$4.35M -11,480 -77%
EAMA
1648
EFG Asset Management (Americas)
Florida
$1.3M -$2.66K -7 -0.2%
WWA
1649
WCG Wealth Advisors
Nevada
$1.29M +$1.29M +3,409 New
TTWM
1650
TCV Trust & Wealth Management
Virginia
$1.29M -$9.85K -26 -0.8%
64 65
66
67 68