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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 %
MAM
1701
MMA Asset Management
Pennsylvania
$1.43M +$136K +340 +11%
DP
1702
DDD Partners
Washington
$1.43M -$159K -351 -10%
RW
1703
RVW Wealth
California
$1.43M +$1.43M +3,141 New
PP
1704
Patron Partners
Texas
$1.42M -$139K -307 -9%
SNB
1705
Security National Bank
Nebraska
$1.42M +$197K +434 +16%
SPL
1706
Smart Portfolios LLC
Washington
$1.42M +$48.1K +106 +4%
CA
1707
Cortland Associates
Missouri
$1.42M -$120K -264 -8%
SFG
1708
Sowa Financial Group
Rhode Island
$1.41M -$44.5K -98 -3%
AAM
1709
Austin Asset Management
Texas
$1.41M -$454 -1 -0%
GA
1710
GFS Advisors
Texas
$1.4M +$704K +1,550 +101%
HCM
1711
Hollencrest Capital Management
California
$1.4M -$44.7M -98,535 -97%
PL
1712
Plancorp LLC
Missouri
$1.4M +$25.4K +56 +2%
JCM
1713
Jacobi Capital Management
Pennsylvania
$1.39M -$46.7K -103 -3%
SWM
1714
Soundmark Wealth Management
Washington
$1.38M – – –
PA
1715
Procyon Advisors
Connecticut
$1.38M +$174K +383 +14%
AWM
1716
Angeles Wealth Management
California
$1.38M +$1.38M +3,050 New
TFA
1717
Trinity Financial Advisors
Ohio
$1.38M +$1.38M +3,051 New
WT
1718
Washington Trust
Rhode Island
$1.38M -$907 -2 -0.1%
SWA
1719
Strategies Wealth Advisors
Michigan
$1.38M -$227K -500 -14%
WLPWM
1720
Walled Lake Planning & Wealth Management
Illinois
$1.37M -$302K -666 -18%
SAM
1721
Stone Asset Management
Texas
$1.37M +$454 +1 +0%
TNBTD
1722
Trustmark National Bank Trust Department
Mississippi
$1.37M +$423K +933 +45%
DACG
1723
Donor Advised Charitable Giving
California
$1.36M +$25.9K +57 +2%
FFMBT
1724
First Farmers & Merchants Bank Trust
Tennessee
$1.36M -$5.9K -13 -0.4%
MCM
1725
Mengis Capital Management
Oregon
$1.35M -$44.9K -99 -3%
67 68
69
70 71