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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
Osaic Holdings
Arizona
$1.76B
4
CCMG
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
$68.6M
2
SLI
Sumitomo Life Insurance
Japan
$0
3
BlackRock
BlackRock
New York
$24.5B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
Citizens Financial Group
Rhode Island
$125M -$701K -1,955 -0.6%
AI
152
Atria Investments
North Carolina
$124M -$9.51M -26,527 -7%
OIA
153
OneDigital Investment Advisors
Kansas
$124M +$112M +313,233 +954%
FFA
154
Fragasso Financial Advisors
Pennsylvania
$122M -$3.84M -10,693 -3%
SPC
155
Sigma Planning Corp
Michigan
$122M +$6.94M +19,350 +6%
TIA
156
Traphagen Investment Advisors
New Jersey
$122M +$4.88M +13,618 +4%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$115M +$9.28M +25,888 +9%
AF
158
Apexium Financial
Texas
$113M +$101M +282,970 +855%
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$113M +$1.8M +5,032 +2%
William Blair & Company
160
William Blair & Company
Illinois
$112M -$1.05M -2,929 -0.9%
GFP
161
Gryphon Financial Partners
Ohio
$110M +$1.62M +4,517 +1%
VC
162
Vicus Capital
Pennsylvania
$109M +$2.86M +7,987 +3%
HTC
163
Haverford Trust Company
Pennsylvania
$109M +$3.17M +8,829 +3%
MGB
164
Mass General Brigham
Massachusetts
$108M -$6.98M -19,475 -6%
Chevy Chase Trust
165
Chevy Chase Trust
Maryland
$107M +$17.6M +48,990 +20%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$106M – – –
CAL
167
Capital Analysts LLC
Pennsylvania
$103M +$537K +1,496 +0.5%
Mitsubishi UFJ Trust & Banking
168
Mitsubishi UFJ Trust & Banking
Japan
$103M -$8.62M -24,030 -8%
3AM
169
3EDGE Asset Management
Florida
$103M -$4.49M -12,515 -4%
FCFS
170
First Command Financial Services
Texas
$103M +$8.5M +23,700 +9%
FCB
171
First Command Bank
Texas
$103M +$8.5M +23,700 +9%
BPA
172
Beacon Pointe Advisors
California
$102M -$9.14M -25,475 -8%
BOH
173
Bank of Hawaii
Hawaii
$101M +$2.85M +7,936 +3%
MW
174
Marcum Wealth
Ohio
$98.7M +$18.7M +52,066 +23%
PAG
175
Private Advisor Group
New Jersey
$98.3M -$11.2M -31,338 -10%
5 6
7
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