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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 %
CFS
1651
Cannon Financial Strategists
Georgia
$1.29M -$37.5K -99 -3%
GA
1652
Greenspring Advisors
Maryland
$1.29M -$170K -447 -12%
PCI
1653
Planning Center Inc
Illinois
$1.28M -$4.62K -12 -0.4%
PP
1654
Patron Partners
Texas
$1.28M +$87.6K +231 +7%
GWM
1655
GSB Wealth Management
Connecticut
$1.28M +$49.3K +130 +4%
DDC
1656
DF Dent & Co
Maryland
$1.28M +$1.28M +3,369 New
BCM
1657
Brookmont Capital Management
Texas
$1.27M -$3.79K -10 -0.3%
LC
1658
Lavaca Capital
Texas
$1.27M +$34.9K +92 +3%
ACP
1659
Aviance Capital Partners
Florida
$1.27M -$506K -1,335 -29%
WLPWM
1660
Walled Lake Planning & Wealth Management
Illinois
$1.26M +$118K +311 +10%
KCM
1661
Kornitzer Capital Management
Kansas
$1.25M – – –
FWM
1662
Fingerlakes Wealth Management
New York
$1.25M -$11K -29 -0.9%
GA
1663
GoalVest Advisory
New York
$1.25M -$212K -551 -15%
NS
1664
Newman & Schimel
Illinois
$1.25M +$316K +833 +34%
PTC
1665
Philadelphia Trust Company
Pennsylvania
$1.24M +$180K +474 +17%
AC
1666
AlphaCore Capital
California
$1.24M -$445K -1,173 -26%
PMG
1667
Private Management Group
California
$1.24M +$1.05M +2,757 +542%
KM
1668
Kalos Management
Georgia
$1.24M -$232K -580 -16%
PWW
1669
Pettyjohn Wood & White
Virginia
$1.24M – – –
EP
1670
Eudaimonia Partners
Tennessee
$1.24M +$816K +2,152 +194%
CIA
1671
Caerus Investment Advisors
Texas
$1.23M +$1.03M +2,716 +508%
NC
1672
NovaPoint Capital
Georgia
$1.23M -$424K -1,117 -26%
MOACM
1673
Mutual of America Capital Management
New York
$1.23M -$206K -544 -14%
LA
1674
Legacy Advisors
Pennsylvania
$1.23M – – –
BFC
1675
Blue Fin Capital
Rhode Island
$1.23M +$307K +810 +33%
65 66
67
68 69