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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M

Top Buyers

1
BlackRock
BlackRock
New York
$28.3B
2
AWA
Arete Wealth Advisors
Illinois
$9.3B
3
FCAS
First Command Advisory Services
Texas
$3B
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.11B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.2B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.3B
3
CCMG
Clark Capital Management Group
Pennsylvania
$67.9M
4
Morgan Stanley
Morgan Stanley
New York
$4.71B
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
151
PFS Investments
Georgia
$135M +$280K +729 +0.2%
AI
152
Atria Investments
North Carolina
$135M +$1.85M +4,813 +1%
CFG
153
Citizens Financial Group
Rhode Island
$134M +$909K +2,365 +0.7%
OIA
154
OneDigital Investment Advisors
Kansas
$129M -$3.56M -9,273 -3%
Lazard Asset Management
155
Lazard Asset Management
New York
$129M -$10.9M -28,410 -8%
FFA
156
Fragasso Financial Advisors
Pennsylvania
$129M -$1.85M -4,813 -1%
LPT
157
Legacy Private Trust
Wisconsin
$129M -$8.77M -22,814 -6%
SPC
158
Sigma Planning Corp
Michigan
$129M -$2.16M -5,634 -2%
AF
159
Apexium Financial
Texas
$128M +$7M +18,224 +6%
TIA
160
Traphagen Investment Advisors
New Jersey
$127M -$3.66M -9,523 -3%
CA
161
Cetera Advisors
Colorado
$125M +$45M +117,185 +56%
Mitsubishi UFJ Trust & Banking
162
Mitsubishi UFJ Trust & Banking
Japan
$124M +$13.7M +35,650 +12%
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$122M +$1.18M +3,071 +1%
VC
164
Vicus Capital
Pennsylvania
$120M +$3.03M +7,881 +3%
FCFS
165
First Command Financial Services
Texas
$120M +$9.81M +25,544 +9%
FCB
166
First Command Bank
Texas
$120M +$9.81M +25,544 +9%
QC
167
Qalhat Capital
British Virgin Islands
$117M -$21.3M -55,450 -15%
GFP
168
Gryphon Financial Partners
Ohio
$117M -$1.55M -4,047 -1%
Victory Capital Management
169
Victory Capital Management
Texas
$115M -$19.1M -49,676 -14%
GC
170
Gilbert & Cook
Iowa
$113M +$15.1M +39,335 +15%
SPIA
171
Steward Partners Investment Advisory
New York
$110M +$11.8M +30,605 +12%
CCM
172
Connective Capital Management
California
$110M +$110M +285,046 New
GT
173
Glenview Trust
Kentucky
$109M +$5.77M +15,020 +6%
BOH
174
Bank of Hawaii
Hawaii
$109M +$984K +2,561 +0.9%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$108M +$85.1M +221,506 +369%
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