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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 %
EGA
1676
E&G Advisors
Texas
$1.23M +$31.1K +82 +3%
HFS
1677
HBC Financial Services
Washington
$1.22M -$12.1K -31 -1%
PGWM
1678
Pitti Group Wealth Management
New York
$1.22M -$5.31K -14 -0.4%
PA
1679
Parkside Advisors
California
$1.22M – – –
CCMG
1680
Clark Capital Management Group
Pennsylvania
$1.21M -$1.62M -4,273 -57%
MCM
1681
Murphy Capital Management
New Jersey
$1.21M +$6.44K +17 +0.5%
SC
1682
Slow Capital
California
$1.21M -$82.3K -217 -6%
CA
1683
Corrado Advisors
New Jersey
$1.21M -$19.7K -52 -2%
DLCIG
1684
D.L. Carlson Investment Group
New Hampshire
$1.21M – – –
SCM
1685
Schnieders Capital Management
California
$1.21M +$457K +1,205 +61%
EFL
1686
ERn Financial LLC
Wisconsin
$1.2M -$19.7K -52 -2%
CWS
1687
Confluence Wealth Services
Pennsylvania
$1.2M +$249K +589 +26%
KLCM
1688
KG&L Capital Management
Louisiana
$1.2M -$3.04K -8 -0.3%
DJSG
1689
D.J. St. Germain
Massachusetts
$1.2M -$930K -2,452 -44%
DP
1690
DDD Partners
Washington
$1.2M – – –
SWM
1691
Seaside Wealth Management
California
$1.2M +$1.2M +2,882 New
RC
1692
Randolph Company
Ohio
$1.19M -$43.2K -114 -4%
TL
1693
Tradewinds LLC
North Carolina
$1.19M +$1.19M +3,125 New
CW
1694
Cabot-Wellington
Massachusetts
$1.18M -$80.8K -213 -6%
HCA
1695
Horan Capital Advisors
Ohio
$1.18M +$64.1K +169 +6%
AFAS
1696
Acorn Financial Advisory Services
Virginia
$1.17M +$67.9K +179 +6%
PWG
1697
Private Wealth Group
Florida
$1.17M +$408K +1,076 +54%
PWA
1698
Providence Wealth Advisors
Illinois
$1.17M +$766K +2,000 +192%
TF
1699
Tompkins Financial
New York
$1.16M -$144K -381 -11%
SWM
1700
Soundmark Wealth Management
Washington
$1.16M +$758 +2 +0.1%
66 67
68
69 70